Portray energyandprofessionalism(Tellhow)UpdateCompanyContact/ verifyspelling andnumbers.Share asincere“Thank You”(MR, RPO,or UND)Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Name:___________)Make acustomerlaugh!(Preferablyoutside ofyourimmediateteam)Follow podplan to ensurephonecoverage forcustomerPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Ask whereAuto IDCard shouldbe sent to.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesWrite downan exampleof ending thecall on apositive noteWrite down3 ways youengagedthe callerAdd an activityto a casepreviouslyowned byanother rep.Providepositiverecognitionto a co-workerSlow acustomerdown andtake controlof the callVerifyemailaddress.Thank acustomerfor theirbusinessInstillconfidence andestablishservicestandards withcustomerMake it easyfor thecustomer todo businesswith usComplimenta co-workeron how theyhandled acallVerifycustomerinformationon a callExceedservicestandardgiven to thecallerListen and askprobingquestions forunderstanding& detailsThank a fellowcoworker for anicely set upcase oractivityOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresSay caller’sname onthreeconsecutivecallsShow aneagernessto help thecustomer.Reach outand connectwith a co-workerReduce aconcernfor theclientBring energyand an upbeattone of voiceduring a callPortray energyandprofessionalism(Tellhow)UpdateCompanyContact/ verifyspelling andnumbers.Share asincere“Thank You”(MR, RPO,or UND)Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Name:___________)Make acustomerlaugh!(Preferablyoutside ofyourimmediateteam)Follow podplan to ensurephonecoverage forcustomerPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Ask whereAuto IDCard shouldbe sent to.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesWrite downan exampleof ending thecall on apositive noteWrite down3 ways youengagedthe callerAdd an activityto a casepreviouslyowned byanother rep.Providepositiverecognitionto a co-workerSlow acustomerdown andtake controlof the callVerifyemailaddress.Thank acustomerfor theirbusinessInstillconfidence andestablishservicestandards withcustomerMake it easyfor thecustomer todo businesswith usComplimenta co-workeron how theyhandled acallVerifycustomerinformationon a callExceedservicestandardgiven to thecallerListen and askprobingquestions forunderstanding& detailsThank a fellowcoworker for anicely set upcase oractivityOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresSay caller’sname onthreeconsecutivecallsShow aneagernessto help thecustomer.Reach outand connectwith a co-workerReduce aconcernfor theclientBring energyand an upbeattone of voiceduring a call

Customer Service BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Portray energy and professionalism
  2. (Tell how)
  3. Update Company Contact/ verify spelling and numbers.
  4. Share a sincere “Thank You” (MR, RPO, or UND)
  5. Confirm your understanding (and spelling) with the customer to make sure everyone is on the same page.
  6. (Name:___________)
  7. Make a customer laugh!
  8. (Preferably outside of your immediate team)
  9. Follow pod plan to ensure phone coverage for customer
  10. Portray confidence - Make the customer feel like you are an expert and their needs will be met.
  11. Ask where Auto ID Card should be sent to.
  12. Offer to call the customer back if researching the request will take longer than 2 minutes
  13. Write down an example of ending the call on a positive note
  14. Write down 3 ways you engaged the caller
  15. Add an activity to a case previously owned by another rep.
  16. Provide positive recognition to a co-worker
  17. Slow a customer down and take control of the call
  18. Verify email address.
  19. Thank a customer for their business
  20. Instill confidence and establish service standards with customer
  21. Make it easy for the customer to do business with us
  22. Compliment a co-worker on how they handled a call
  23. Verify customer information on a call
  24. Exceed service standard given to the caller
  25. Listen and ask probing questions for understanding & details
  26. Thank a fellow coworker for a nicely set up case or activity
  27. Open the call with a warm greeting to the customer.
  28. Use documentation to follow correct procedures
  29. Say caller’s name on three consecutive calls
  30. Show an eagerness to help the customer.
  31. Reach out and connect with a co-worker
  32. Reduce a concern for the client
  33. Bring energy and an upbeat tone of voice during a call