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.

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