Write downan exampleof ending thecall on apositive note(Name:___________)Slow acustomerdown andtake controlof the callVerifyemailaddress.Verifycustomerinformationon a callPortray energyandprofessionalismOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesFollow podplan to ensurephonecoverage forcustomerShow aneagernessto help thecustomer.Open the callwith a warmgreeting to thecustomer.Providepositiverecognitionto a co-workerComplimenta co-workeron how theyhandled acallListen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Make acustomerlaugh!Ask whereAuto IDCard shouldbe sent to.Thank acustomerfor theirbusinessWrite down3 ways youengagedthe callerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Tellhow)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Exceedservicestandardgiven to thecallerSay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectproceduresMake it easyfor thecustomer todo businesswith usInstillconfidence andestablishservicestandards withcustomerBring energyand an upbeattone of voiceduring a call(Preferablyoutside ofyourimmediateteam)UpdateCompanyContact/ verifyspelling andnumbers.Thank a fellowcoworker for anicely set upcase oractivityReach outand connectwith a co-workerReduce aconcernfor theclientAdd an activityto a casepreviouslyowned byanother rep.Write downan exampleof ending thecall on apositive note(Name:___________)Slow acustomerdown andtake controlof the callVerifyemailaddress.Verifycustomerinformationon a callPortray energyandprofessionalismOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesFollow podplan to ensurephonecoverage forcustomerShow aneagernessto help thecustomer.Open the callwith a warmgreeting to thecustomer.Providepositiverecognitionto a co-workerComplimenta co-workeron how theyhandled acallListen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Make acustomerlaugh!Ask whereAuto IDCard shouldbe sent to.Thank acustomerfor theirbusinessWrite down3 ways youengagedthe callerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Tellhow)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Exceedservicestandardgiven to thecallerSay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectproceduresMake it easyfor thecustomer todo businesswith usInstillconfidence andestablishservicestandards withcustomerBring energyand an upbeattone of voiceduring a call(Preferablyoutside ofyourimmediateteam)UpdateCompanyContact/ verifyspelling andnumbers.Thank a fellowcoworker for anicely set upcase oractivityReach outand connectwith a co-workerReduce aconcernfor theclientAdd an activityto a casepreviouslyowned byanother rep.

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