Instillconfidence andestablishservicestandards withcustomerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Verifycustomerinformationon a callShare asincere“Thank You”(MR, RPO,or UND)Bring energyand an upbeattone of voiceduring a callWrite down3 ways youengagedthe caller(Preferablyoutside ofyourimmediateteam)(Name:___________)Slow acustomerdown andtake controlof the callThank acustomerfor theirbusinessPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Write downan exampleof ending thecall on apositive noteVerifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Exceedservicestandardgiven to thecallerMake it easyfor thecustomer todo businesswith usThank a fellowcoworker for anicely set upcase oractivityReduce aconcernfor theclientUsedocumentationto followcorrectproceduresReach outand connectwith a co-workerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesProvidepositiverecognitionto a co-workerUpdateCompanyContact/ verifyspelling andnumbers.Complimenta co-workeron how theyhandled acallShow aneagernessto help thecustomer.Open the callwith a warmgreeting to thecustomer.Follow podplan to ensurephonecoverage forcustomerAdd an activityto a casepreviouslyowned byanother rep.Portray energyandprofessionalismMake acustomerlaugh!(Tellhow)Listen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecallsInstillconfidence andestablishservicestandards withcustomerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Verifycustomerinformationon a callShare asincere“Thank You”(MR, RPO,or UND)Bring energyand an upbeattone of voiceduring a callWrite down3 ways youengagedthe caller(Preferablyoutside ofyourimmediateteam)(Name:___________)Slow acustomerdown andtake controlof the callThank acustomerfor theirbusinessPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Write downan exampleof ending thecall on apositive noteVerifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Exceedservicestandardgiven to thecallerMake it easyfor thecustomer todo businesswith usThank a fellowcoworker for anicely set upcase oractivityReduce aconcernfor theclientUsedocumentationto followcorrectproceduresReach outand connectwith a co-workerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesProvidepositiverecognitionto a co-workerUpdateCompanyContact/ verifyspelling andnumbers.Complimenta co-workeron how theyhandled acallShow aneagernessto help thecustomer.Open the callwith a warmgreeting to thecustomer.Follow podplan to ensurephonecoverage forcustomerAdd an activityto a casepreviouslyowned byanother rep.Portray energyandprofessionalismMake acustomerlaugh!(Tellhow)Listen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecalls

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.


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