Respond to anemail/workflowor CRM withinan hourGreet acustomer byname asthey walk inthe doorTalk with acustomer about aproduct that mightbenefit them?(Example: eStmt,to save them afee!)Remember acustomer'schild or pet'sname and askabout themTake actionon somethingyou normallyavoid at workWearyourname tagLearnsomething newabout one ofyour regularcustomersWrite a note to aback-office staffmember whoalways makessure you havewhat you need(interoffice it)Observe acoworker offeringEXCELLENTcustomer serviceand email yoursupervisor thedetailsCall to checkin with acustomer youhave not seenin a whileHelp acustomer orfellow coworker withan issueSend anote to acustomer(MAIL)Ask yoursupervisor if thereis something youcan be working onto move towardsyour goalAnswerthe phonewith aSMILESay somethingpositive about ourmyValue checking-myBenefits servicesto a customer, see ifthey are interestedin l earning more!Complimenta customerBe the first togreet acustomer thatwalks into thelobbyRespond to anemail/workflowor CRM withinan hourGreet acustomer byname asthey walk inthe doorTalk with acustomer about aproduct that mightbenefit them?(Example: eStmt,to save them afee!)Remember acustomer'schild or pet'sname and askabout themTake actionon somethingyou normallyavoid at workWearyourname tagLearnsomething newabout one ofyour regularcustomersWrite a note to aback-office staffmember whoalways makessure you havewhat you need(interoffice it)Observe acoworker offeringEXCELLENTcustomer serviceand email yoursupervisor thedetailsCall to checkin with acustomer youhave not seenin a whileHelp acustomer orfellow coworker withan issueSend anote to acustomer(MAIL)Ask yoursupervisor if thereis something youcan be working onto move towardsyour goalAnswerthe phonewith aSMILESay somethingpositive about ourmyValue checking-myBenefits servicesto a customer, see ifthey are interestedin l earning more!Complimenta customerBe the first togreet acustomer thatwalks into thelobby

Relational-Responsiveness-Integrity - 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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
  1. Respond to an email/workflow or CRM within an hour
  2. Greet a customer by name as they walk in the door
  3. Talk with a customer about a product that might benefit them? (Example: eStmt, to save them a fee!)
  4. Remember a customer's child or pet's name and ask about them
  5. Take action on something you normally avoid at work
  6. Wear your name tag
  7. Learn something new about one of your regular customers
  8. Write a note to a back-office staff member who always makes sure you have what you need (interoffice it)
  9. Observe a coworker offering EXCELLENT customer service and email your supervisor the details
  10. Call to check in with a customer you have not seen in a while
  11. Help a customer or fellow co worker with an issue
  12. Send a note to a customer (MAIL)
  13. Ask your supervisor if there is something you can be working on to move towards your goal
  14. Answer the phone with a SMILE
  15. Say something positive about our myValue checking- myBenefits services to a customer, see if they are interested in l earning more!
  16. Compliment a customer
  17. Be the first to greet a customer that walks into the lobby