Instillconfidence andestablishservicestandards withcustomerShow aneagernessto help thecustomer.Share asincere“Thank You”(MR, RPO,or UND)Follow podplan to ensurephonecoverage forcustomerWrite down3 ways youengagedthe callerPortray energyandprofessionalismComplimenta co-workeron how theyhandled acallBring energyand an upbeattone of voiceduring a callWrite downan exampleof ending thecall on apositive noteUpdateCompanyContact/ verifyspelling andnumbers.Thank acustomerfor theirbusinessOpen the callwith a warmgreeting to thecustomer.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Say caller’sname onthreeconsecutivecallsMake it easyfor thecustomer todo businesswith usUsedocumentationto followcorrectproceduresAdd an activityto a casepreviouslyowned byanother rep.Exceedservicestandardgiven to thecallerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesAsk whereAuto IDCard shouldbe sent to.Slow acustomerdown andtake controlof the callVerifyemailaddress.Verifycustomerinformationon a call(Preferablyoutside ofyourimmediateteam)Providepositiverecognitionto a co-workerReduce aconcernfor theclient(Tellhow)Listen and askprobingquestions forunderstanding& detailsReach outand connectwith a co-workerMake acustomerlaugh!(Name:___________)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Thank a fellowcoworker for anicely set upcase oractivityInstillconfidence andestablishservicestandards withcustomerShow aneagernessto help thecustomer.Share asincere“Thank You”(MR, RPO,or UND)Follow podplan to ensurephonecoverage forcustomerWrite down3 ways youengagedthe callerPortray energyandprofessionalismComplimenta co-workeron how theyhandled acallBring energyand an upbeattone of voiceduring a callWrite downan exampleof ending thecall on apositive noteUpdateCompanyContact/ verifyspelling andnumbers.Thank acustomerfor theirbusinessOpen the callwith a warmgreeting to thecustomer.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Say caller’sname onthreeconsecutivecallsMake it easyfor thecustomer todo businesswith usUsedocumentationto followcorrectproceduresAdd an activityto a casepreviouslyowned byanother rep.Exceedservicestandardgiven to thecallerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesAsk whereAuto IDCard shouldbe sent to.Slow acustomerdown andtake controlof the callVerifyemailaddress.Verifycustomerinformationon a call(Preferablyoutside ofyourimmediateteam)Providepositiverecognitionto a co-workerReduce aconcernfor theclient(Tellhow)Listen and askprobingquestions forunderstanding& detailsReach outand connectwith a co-workerMake acustomerlaugh!(Name:___________)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Thank a fellowcoworker for anicely set upcase oractivity

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