Thankcustomerby nameCleanworkstationof clutterOpen anewaccount &start 3x3x3Set a futurecontact/appointment Learn a bouta clientssavingsplans/goals Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Lead ateamhuddle Retain aclient fromclosingaccountLead ateamhuddleUtilizeCRB Learn abouta customer'stop financialprioritiesUncover acustomerneed Learn whatcustomerdid for theholidaysAsk anopenendedquestionMake 3clientphonecallsTalk to aclient aboutour creditcardsIf a client hadtowait...."Thankthem for theirpatience" Help aco-worker Look atbranchappearancefrom acustomer view Lead ateamhuddle CreditcardapplicationBe theLobbyleaderLearn about aclienthomeownership Thankcustomerby nameCleanworkstationof clutterOpen anewaccount &start 3x3x3Set a futurecontact/appointment Learn a bouta clientssavingsplans/goals Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Lead ateamhuddle Retain aclient fromclosingaccountLead ateamhuddleUtilizeCRB Learn abouta customer'stop financialprioritiesUncover acustomerneed Learn whatcustomerdid for theholidaysAsk anopenendedquestionMake 3clientphonecallsTalk to aclient aboutour creditcardsIf a client hadtowait...."Thankthem for theirpatience" Help aco-worker Look atbranchappearancefrom acustomer view Lead ateamhuddle CreditcardapplicationBe theLobbyleaderLearn about aclienthomeownership 

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