UpdateCompanyContact/ verifyspelling andnumbers.Thank a fellowcoworker for anicely set upcase oractivitySlow acustomerdown andtake controlof the callAdd an activityto a casepreviouslyowned byanother rep.Exceedservicestandardgiven to thecallerReduce aconcernfor theclientSay caller’sname onthreeconsecutivecallsWrite downan exampleof ending thecall on apositive noteFollow podplan to ensurephonecoverage forcustomerMake it easyfor thecustomer todo businesswith us(Preferablyoutside ofyourimmediateteam)Verifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresShow aneagernessto help thecustomer.Make acustomerlaugh!Portray energyandprofessionalismBring energyand an upbeattone of voiceduring a callProvidepositiverecognitionto a co-workerWrite down3 ways youengagedthe callerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Name:___________)Reach outand connectwith a co-workerPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Complimenta co-workeron how theyhandled acallThank acustomerfor theirbusinessOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesInstillconfidence andestablishservicestandards withcustomerVerifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Listen and askprobingquestions forunderstanding& details(Tellhow)Share asincere“Thank You”(MR, RPO,or UND)UpdateCompanyContact/ verifyspelling andnumbers.Thank a fellowcoworker for anicely set upcase oractivitySlow acustomerdown andtake controlof the callAdd an activityto a casepreviouslyowned byanother rep.Exceedservicestandardgiven to thecallerReduce aconcernfor theclientSay caller’sname onthreeconsecutivecallsWrite downan exampleof ending thecall on apositive noteFollow podplan to ensurephonecoverage forcustomerMake it easyfor thecustomer todo businesswith us(Preferablyoutside ofyourimmediateteam)Verifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresShow aneagernessto help thecustomer.Make acustomerlaugh!Portray energyandprofessionalismBring energyand an upbeattone of voiceduring a callProvidepositiverecognitionto a co-workerWrite down3 ways youengagedthe callerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.(Name:___________)Reach outand connectwith a co-workerPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Complimenta co-workeron how theyhandled acallThank acustomerfor theirbusinessOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesInstillconfidence andestablishservicestandards withcustomerVerifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Listen and askprobingquestions forunderstanding& details(Tellhow)Share asincere“Thank You”(MR, RPO,or UND)

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