Cleanworkstationof clutterTalk to aclient aboutour creditcardsLearn whatcustomerdid for theholidaysRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchAsk anopenendedquestionUncover acustomerneed Look atbranchappearancefrom acustomer view CreditcardapplicationLearn about aclienthomeownership Be theLobbyleaderUtilizeCRB Ask a client ifthere isanything elsewe can helpthem with?Help aco-worker Make 3clientphonecallsLearn abouta customer'stop financialprioritiesOpen anewaccount &start 3x3x3Lead ateamhuddle Set a futurecontact/appointment Lead ateamhuddleLearn a bouta clientssavingsplans/goals Lead ateamhuddle Thankcustomerby nameCleanworkstationof clutterTalk to aclient aboutour creditcardsLearn whatcustomerdid for theholidaysRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchAsk anopenendedquestionUncover acustomerneed Look atbranchappearancefrom acustomer view CreditcardapplicationLearn about aclienthomeownership Be theLobbyleaderUtilizeCRB Ask a client ifthere isanything elsewe can helpthem with?Help aco-worker Make 3clientphonecallsLearn abouta customer'stop financialprioritiesOpen anewaccount &start 3x3x3Lead ateamhuddle Set a futurecontact/appointment Lead ateamhuddleLearn a bouta clientssavingsplans/goals Lead ateamhuddle Thankcustomerby name

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