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