Instillconfidence andestablishservicestandards withcustomerFollow podplan to ensurephonecoverage forcustomerSay caller’sname onthreeconsecutivecallsComplimenta co-workeron how theyhandled acallPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Reduce aconcernfor theclientSlow acustomerdown andtake controlof the callAsk whereAuto IDCard shouldbe sent to.Usedocumentationto followcorrectproceduresReach outand connectwith a co-workerListen and askprobingquestions forunderstanding& detailsThank acustomerfor theirbusinessMake acustomerlaugh!UpdateCompanyContact/ verifyspelling andnumbers.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesMake it easyfor thecustomer todo businesswith usShow aneagernessto help thecustomer.(Preferablyoutside ofyourimmediateteam)Add an activityto a casepreviouslyowned byanother rep.Share asincere“Thank You”(MR, RPO,or UND)Write downan exampleof ending thecall on apositive noteBring energyand an upbeattone of voiceduring a callConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Verifyemailaddress.Portray energyandprofessionalismOpen the callwith a warmgreeting to thecustomer.Thank a fellowcoworker for anicely set upcase oractivityExceedservicestandardgiven to thecallerProvidepositiverecognitionto a co-workerVerifycustomerinformationon a call(Tellhow)(Name:___________)Write down3 ways youengagedthe callerInstillconfidence andestablishservicestandards withcustomerFollow podplan to ensurephonecoverage forcustomerSay caller’sname onthreeconsecutivecallsComplimenta co-workeron how theyhandled acallPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Reduce aconcernfor theclientSlow acustomerdown andtake controlof the callAsk whereAuto IDCard shouldbe sent to.Usedocumentationto followcorrectproceduresReach outand connectwith a co-workerListen and askprobingquestions forunderstanding& detailsThank acustomerfor theirbusinessMake acustomerlaugh!UpdateCompanyContact/ verifyspelling andnumbers.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesMake it easyfor thecustomer todo businesswith usShow aneagernessto help thecustomer.(Preferablyoutside ofyourimmediateteam)Add an activityto a casepreviouslyowned byanother rep.Share asincere“Thank You”(MR, RPO,or UND)Write downan exampleof ending thecall on apositive noteBring energyand an upbeattone of voiceduring a callConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Verifyemailaddress.Portray energyandprofessionalismOpen the callwith a warmgreeting to thecustomer.Thank a fellowcoworker for anicely set upcase oractivityExceedservicestandardgiven to thecallerProvidepositiverecognitionto a co-workerVerifycustomerinformationon a call(Tellhow)(Name:___________)Write down3 ways youengagedthe caller

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