Verifyemailaddress.(Preferablyoutside ofyourimmediateteam)Make acustomerlaugh!Reach outand connectwith a co-worker(Name:___________)Verifycustomerinformationon a callReduce aconcernfor theclientInstillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Thank a fellowcoworker for anicely set upcase oractivityThank acustomerfor theirbusinessShare asincere“Thank You”(MR, RPO,or UND)Complimenta co-workeron how theyhandled acallBring energyand an upbeattone of voiceduring a callListen and askprobingquestions forunderstanding& detailsPortray energyandprofessionalismShow aneagernessto help thecustomer.Write downan exampleof ending thecall on apositive noteMake it easyfor thecustomer todo businesswith usExceedservicestandardgiven to thecallerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesUpdateCompanyContact/ verifyspelling andnumbers.Write down3 ways youengagedthe caller(Tellhow)Follow podplan to ensurephonecoverage forcustomerAdd an activityto a casepreviouslyowned byanother rep.Providepositiverecognitionto a co-workerSlow acustomerdown andtake controlof the callConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Say caller’sname onthreeconsecutivecallsAsk whereAuto IDCard shouldbe sent to.Verifyemailaddress.(Preferablyoutside ofyourimmediateteam)Make acustomerlaugh!Reach outand connectwith a co-worker(Name:___________)Verifycustomerinformationon a callReduce aconcernfor theclientInstillconfidence andestablishservicestandards withcustomerOpen the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Thank a fellowcoworker for anicely set upcase oractivityThank acustomerfor theirbusinessShare asincere“Thank You”(MR, RPO,or UND)Complimenta co-workeron how theyhandled acallBring energyand an upbeattone of voiceduring a callListen and askprobingquestions forunderstanding& detailsPortray energyandprofessionalismShow aneagernessto help thecustomer.Write downan exampleof ending thecall on apositive noteMake it easyfor thecustomer todo businesswith usExceedservicestandardgiven to thecallerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesUpdateCompanyContact/ verifyspelling andnumbers.Write down3 ways youengagedthe caller(Tellhow)Follow podplan to ensurephonecoverage forcustomerAdd an activityto a casepreviouslyowned byanother rep.Providepositiverecognitionto a co-workerSlow acustomerdown andtake controlof the callConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Say caller’sname onthreeconsecutivecallsAsk whereAuto IDCard shouldbe sent to.

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