Portray energyandprofessionalismOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Exceedservicestandardgiven to thecallerAdd an activityto a casepreviouslyowned byanother rep.Complimenta co-workeron how theyhandled acallSay caller’sname onthreeconsecutivecallsShare asincere“Thank You”(MR, RPO,or UND)UpdateCompanyContact/ verifyspelling andnumbers.Make acustomerlaugh!Providepositiverecognitionto a co-workerVerifyemailaddress.Reach outand connectwith a co-workerFollow podplan to ensurephonecoverage forcustomerThank a fellowcoworker for anicely set upcase oractivityShow aneagernessto help thecustomer.Listen and askprobingquestions forunderstanding& detailsSlow acustomerdown andtake controlof the call(Name:___________)Make it easyfor thecustomer todo businesswith usUsedocumentationto followcorrectproceduresBring energyand an upbeattone of voiceduring a callVerifycustomerinformationon a callWrite down3 ways youengagedthe caller(Tellhow)Write downan exampleof ending thecall on apositive note(Preferablyoutside ofyourimmediateteam)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Instillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Thank acustomerfor theirbusinessAsk whereAuto IDCard shouldbe sent to.Reduce aconcernfor theclientPortray energyandprofessionalismOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Exceedservicestandardgiven to thecallerAdd an activityto a casepreviouslyowned byanother rep.Complimenta co-workeron how theyhandled acallSay caller’sname onthreeconsecutivecallsShare asincere“Thank You”(MR, RPO,or UND)UpdateCompanyContact/ verifyspelling andnumbers.Make acustomerlaugh!Providepositiverecognitionto a co-workerVerifyemailaddress.Reach outand connectwith a co-workerFollow podplan to ensurephonecoverage forcustomerThank a fellowcoworker for anicely set upcase oractivityShow aneagernessto help thecustomer.Listen and askprobingquestions forunderstanding& detailsSlow acustomerdown andtake controlof the call(Name:___________)Make it easyfor thecustomer todo businesswith usUsedocumentationto followcorrectproceduresBring energyand an upbeattone of voiceduring a callVerifycustomerinformationon a callWrite down3 ways youengagedthe caller(Tellhow)Write downan exampleof ending thecall on apositive note(Preferablyoutside ofyourimmediateteam)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Instillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Thank acustomerfor theirbusinessAsk whereAuto IDCard shouldbe sent to.Reduce aconcernfor theclient

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