Usecustomersname 3xClick on aGreenButtonOfferComplimentanotherteammemberScheduleanappointmentAsk a factand valuequestionPracticeasking foranapproverGive awaya Pony fora FinancialReviewUse yourcustomer'snamethree timesRecognizeyourmanagerIntroduceyourcustomer toanother TMGive awaypony forfinancialreviewSummarizethetransactionFollow theCERoadmapfor TellersSend anecard to ateammemberFind out whenthe last timeyour customersat with abankerSay meowduring aconv. withpeer ormanagerAsk a factand valuequestionUse abenefitstatementScheduleappt. togive awayponyThank acustomerfor xx yearsof loyaltyGive acomplimentto acustomer!Assist acust whouses YOURnameSummarizethetransactionDispositiona GreenButtonOfferUsecustomersname 3xClick on aGreenButtonOfferComplimentanotherteammemberScheduleanappointmentAsk a factand valuequestionPracticeasking foranapproverGive awaya Pony fora FinancialReviewUse yourcustomer'snamethree timesRecognizeyourmanagerIntroduceyourcustomer toanother TMGive awaypony forfinancialreviewSummarizethetransactionFollow theCERoadmapfor TellersSend anecard to ateammemberFind out whenthe last timeyour customersat with abankerSay meowduring aconv. withpeer ormanagerAsk a factand valuequestionUse abenefitstatementScheduleappt. togive awayponyThank acustomerfor xx yearsof loyaltyGive acomplimentto acustomer!Assist acust whouses YOURnameSummarizethetransactionDispositiona GreenButtonOffer

Customer Experience BINGO - 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. Use customers name 3x
  2. Click on a Green Button Offer
  3. Compliment another team member
  4. Schedule an appointment
  5. Ask a fact and value question
  6. Practice asking for an approver
  7. Give away a Pony for a Financial Review
  8. Use your customer's name three times
  9. Recognize your manager
  10. Introduce your customer to another TM
  11. Give away pony for financial review
  12. Summarize the transaction
  13. Follow the CE Roadmap for Tellers
  14. Send an ecard to a team member
  15. Find out when the last time your customer sat with a banker
  16. Say meow during a conv. with peer or manager
  17. Ask a fact and value question
  18. Use a benefit statement
  19. Schedule appt. to give away pony
  20. Thank a customer for xx years of loyalty
  21. Give a compliment to a customer!
  22. Assist a cust who uses YOUR name
  23. Summarize the transaction
  24. Disposition a Green Button Offer