Retain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchThankcustomerby nameLead ateamhuddleLearn whatcustomerdid for theholidaysLearn about aclienthomeownership Help aco-worker Make 3clientphonecallsCleanworkstationof clutterUncover acustomerneed Learn abouta customer'stop financialprioritiesLook atbranchappearancefrom acustomer view Ask a client ifthere isanything elsewe can helpthem with?Learn a bouta clientssavingsplans/goals Ask anopenendedquestionUtilizeCRB Set a futurecontact/appointment CreditcardapplicationBe theLobbyleaderLead ateamhuddle Open anewaccount &start 3x3x3Talk to aclient aboutour creditcardsLead ateamhuddle Retain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchThankcustomerby nameLead ateamhuddleLearn whatcustomerdid for theholidaysLearn about aclienthomeownership Help aco-worker Make 3clientphonecallsCleanworkstationof clutterUncover acustomerneed Learn abouta customer'stop financialprioritiesLook atbranchappearancefrom acustomer view Ask a client ifthere isanything elsewe can helpthem with?Learn a bouta clientssavingsplans/goals Ask anopenendedquestionUtilizeCRB Set a futurecontact/appointment CreditcardapplicationBe theLobbyleaderLead ateamhuddle Open anewaccount &start 3x3x3Talk to aclient aboutour creditcardsLead ateamhuddle 

Client Experience - 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. Retain a client from closing account
  2. If a client had to wait...."Thank them for their patience"
  3. Greet client as they enter the branch
  4. Thank customer by name
  5. Lead a team huddle
  6. Learn what customer did for the holidays
  7. Learn about a client homeownership
  8. Help a co-worker
  9. Make 3 client phone calls
  10. Clean workstation of clutter
  11. Uncover a customer need
  12. Learn about a customer's top financial priorities
  13. Look at branch appearance from a customer view
  14. Ask a client if there is anything else we can help them with?
  15. Learn a bout a clients savings plans/goals
  16. Ask an open ended question
  17. Utilize CRB
  18. Set a future contact/appointment
  19. Credit card application
  20. Be the Lobby leader
  21. Lead a team huddle
  22. Open a new account & start 3x3x3
  23. Talk to a client about our credit cards
  24. Lead a team huddle