Follow podplan to ensurephonecoverage forcustomerShow aneagernessto help thecustomer.Make acustomerlaugh!Verifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.Thank a fellowcoworker for anicely set upcase oractivitySay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectprocedures(Name:___________)Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesVerifyemailaddress.Make it easyfor thecustomer todo businesswith usComplimenta co-workeron how theyhandled acallThank acustomerfor theirbusinessPortray energyandprofessionalismAsk whereAuto IDCard shouldbe sent to.Write downan exampleof ending thecall on apositive noteInstillconfidence andestablishservicestandards withcustomerProvidepositiverecognitionto a co-workerReduce aconcernfor theclientAdd an activityto a casepreviouslyowned byanother rep.Write down3 ways youengagedthe callerShare asincere“Thank You”(MR, RPO,or UND)(Tellhow)Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.(Preferablyoutside ofyourimmediateteam)UpdateCompanyContact/ verifyspelling andnumbers.Bring energyand an upbeattone of voiceduring a callExceedservicestandardgiven to thecallerReach outand connectwith a co-workerSlow acustomerdown andtake controlof the callListen and askprobingquestions forunderstanding& detailsFollow podplan to ensurephonecoverage forcustomerShow aneagernessto help thecustomer.Make acustomerlaugh!Verifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.Thank a fellowcoworker for anicely set upcase oractivitySay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectprocedures(Name:___________)Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesVerifyemailaddress.Make it easyfor thecustomer todo businesswith usComplimenta co-workeron how theyhandled acallThank acustomerfor theirbusinessPortray energyandprofessionalismAsk whereAuto IDCard shouldbe sent to.Write downan exampleof ending thecall on apositive noteInstillconfidence andestablishservicestandards withcustomerProvidepositiverecognitionto a co-workerReduce aconcernfor theclientAdd an activityto a casepreviouslyowned byanother rep.Write down3 ways youengagedthe callerShare asincere“Thank You”(MR, RPO,or UND)(Tellhow)Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.(Preferablyoutside ofyourimmediateteam)UpdateCompanyContact/ verifyspelling andnumbers.Bring energyand an upbeattone of voiceduring a callExceedservicestandardgiven to thecallerReach outand connectwith a co-workerSlow acustomerdown andtake controlof the callListen and askprobingquestions forunderstanding& details

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