Portray energyandprofessionalismShow aneagernessto help thecustomer.UpdateCompanyContact/ verifyspelling andnumbers.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Listen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecallsThank acustomerfor theirbusinessExceedservicestandardgiven to thecallerVerifycustomerinformationon a call(Tellhow)(Preferablyoutside ofyourimmediateteam)Instillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Reduce aconcernfor theclient(Name:___________)Add an activityto a casepreviouslyowned byanother rep.Thank a fellowcoworker for anicely set upcase oractivityPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Usedocumentationto followcorrectproceduresBring energyand an upbeattone of voiceduring a callVerifyemailaddress.Make acustomerlaugh!Slow acustomerdown andtake controlof the callOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesWrite downan exampleof ending thecall on apositive noteReach outand connectwith a co-workerShare asincere“Thank You”(MR, RPO,or UND)Ask whereAuto IDCard shouldbe sent to.Make it easyfor thecustomer todo businesswith usFollow podplan to ensurephonecoverage forcustomerComplimenta co-workeron how theyhandled acallWrite down3 ways youengagedthe callerProvidepositiverecognitionto a co-workerPortray energyandprofessionalismShow aneagernessto help thecustomer.UpdateCompanyContact/ verifyspelling andnumbers.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Listen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecallsThank acustomerfor theirbusinessExceedservicestandardgiven to thecallerVerifycustomerinformationon a call(Tellhow)(Preferablyoutside ofyourimmediateteam)Instillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Reduce aconcernfor theclient(Name:___________)Add an activityto a casepreviouslyowned byanother rep.Thank a fellowcoworker for anicely set upcase oractivityPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Usedocumentationto followcorrectproceduresBring energyand an upbeattone of voiceduring a callVerifyemailaddress.Make acustomerlaugh!Slow acustomerdown andtake controlof the callOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesWrite downan exampleof ending thecall on apositive noteReach outand connectwith a co-workerShare asincere“Thank You”(MR, RPO,or UND)Ask whereAuto IDCard shouldbe sent to.Make it easyfor thecustomer todo businesswith usFollow podplan to ensurephonecoverage forcustomerComplimenta co-workeron how theyhandled acallWrite down3 ways youengagedthe callerProvidepositiverecognitionto a co-worker

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