Write downan exampleof ending thecall on apositive noteThank a fellowcoworker for anicely set upcase oractivity(Tellhow)Usedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)Add an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesBring energyand an upbeattone of voiceduring a callReach outand connectwith a co-workerSay caller’sname onthreeconsecutivecallsFollow podplan to ensurephonecoverage forcustomerThank acustomerfor theirbusinessExceedservicestandardgiven to thecallerVerifyemailaddress.(Name:___________)Listen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Reduce aconcernfor theclientComplimenta co-workeron how theyhandled acallUpdateCompanyContact/ verifyspelling andnumbers.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Instillconfidence andestablishservicestandards withcustomerPortray energyandprofessionalismMake acustomerlaugh!Open the callwith a warmgreeting to thecustomer.Write down3 ways youengagedthe callerVerifycustomerinformationon a callAsk whereAuto IDCard shouldbe sent to.Providepositiverecognitionto a co-workerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Slow acustomerdown andtake controlof the callWrite downan exampleof ending thecall on apositive noteThank a fellowcoworker for anicely set upcase oractivity(Tellhow)Usedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)Add an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesBring energyand an upbeattone of voiceduring a callReach outand connectwith a co-workerSay caller’sname onthreeconsecutivecallsFollow podplan to ensurephonecoverage forcustomerThank acustomerfor theirbusinessExceedservicestandardgiven to thecallerVerifyemailaddress.(Name:___________)Listen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Reduce aconcernfor theclientComplimenta co-workeron how theyhandled acallUpdateCompanyContact/ verifyspelling andnumbers.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Instillconfidence andestablishservicestandards withcustomerPortray energyandprofessionalismMake acustomerlaugh!Open the callwith a warmgreeting to thecustomer.Write down3 ways youengagedthe callerVerifycustomerinformationon a callAsk whereAuto IDCard shouldbe sent to.Providepositiverecognitionto a co-workerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Slow acustomerdown andtake controlof the 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. Write down an example of ending the call on a positive note
  2. Thank a fellow coworker for a nicely set up case or activity
  3. (Tell how)
  4. Use documentation to follow correct procedures
  5. (Preferably outside of your immediate team)
  6. Add an activity to a case previously owned by another rep.
  7. Make it easy for the customer to do business with us
  8. Offer to call the customer back if researching the request will take longer than 2 minutes
  9. Bring energy and an upbeat tone of voice during a call
  10. Reach out and connect with a co-worker
  11. Say caller’s name on three consecutive calls
  12. Follow pod plan to ensure phone coverage for customer
  13. Thank a customer for their business
  14. Exceed service standard given to the caller
  15. Verify email address.
  16. (Name:___________)
  17. Listen and ask probing questions for understanding & details
  18. Share a sincere “Thank You” (MR, RPO, or UND)
  19. Reduce a concern for the client
  20. Compliment a co-worker on how they handled a call
  21. Update Company Contact/ verify spelling and numbers.
  22. Portray confidence - Make the customer feel like you are an expert and their needs will be met.
  23. Show an eagerness to help the customer.
  24. Instill confidence and establish service standards with customer
  25. Portray energy and professionalism
  26. Make a customer laugh!
  27. Open the call with a warm greeting to the customer.
  28. Write down 3 ways you engaged the caller
  29. Verify customer information on a call
  30. Ask where Auto ID Card should be sent to.
  31. Provide positive recognition to a co-worker
  32. Confirm your understanding (and spelling) with the customer to make sure everyone is on the same page.
  33. Slow a customer down and take control of the call