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