Ask anopenendedquestionGreetclient asthey enterthe branchLead ateamhuddleLearn whatcustomerdid for theholidaysSet a futurecontact/appointment Be theLobbyleaderLearn abouta customer'stop financialprioritiesLead ateamhuddle Open anewaccount &start 3x3x3Lead ateamhuddle Talk to aclient aboutour creditcardsUncover acustomerneed Learn a bouta clientssavingsplans/goals Thankcustomerby nameUtilizeCRB Cleanworkstationof clutterHelp aco-worker Learn about aclienthomeownership Look atbranchappearancefrom acustomer view Ask a client ifthere isanything elsewe can helpthem with?Make 3clientphonecallsRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationAsk anopenendedquestionGreetclient asthey enterthe branchLead ateamhuddleLearn whatcustomerdid for theholidaysSet a futurecontact/appointment Be theLobbyleaderLearn abouta customer'stop financialprioritiesLead ateamhuddle Open anewaccount &start 3x3x3Lead ateamhuddle Talk to aclient aboutour creditcardsUncover acustomerneed Learn a bouta clientssavingsplans/goals Thankcustomerby nameUtilizeCRB Cleanworkstationof clutterHelp aco-worker Learn about aclienthomeownership Look atbranchappearancefrom acustomer view Ask a client ifthere isanything elsewe can helpthem with?Make 3clientphonecallsRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Creditcardapplication

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