RecognizeyourmanagerSend anecard to ateammemberScheduleanappointmentPracticeasking foranapproverIntroduceyourcustomer toanother TMAssist acust whouses YOURnameFollow theCERoadmapfor TellersScheduleappt. togive awayponyThank acustomerfor xx yearsof loyaltyAsk a factand valuequestionGive acomplimentto acustomer!SummarizethetransactionSay meowduring aconv. withpeer ormanagerGive awaya Pony fora FinancialReviewComplimentanotherteammemberAsk a factand valuequestionClick on aGreenButtonOfferUse abenefitstatementGive awaypony forfinancialreviewDispositiona GreenButtonOfferSummarizethetransactionUsecustomersname 3xFind out whenthe last timeyour customersat with abankerUse yourcustomer'snamethree timesRecognizeyourmanagerSend anecard to ateammemberScheduleanappointmentPracticeasking foranapproverIntroduceyourcustomer toanother TMAssist acust whouses YOURnameFollow theCERoadmapfor TellersScheduleappt. togive awayponyThank acustomerfor xx yearsof loyaltyAsk a factand valuequestionGive acomplimentto acustomer!SummarizethetransactionSay meowduring aconv. withpeer ormanagerGive awaya Pony fora FinancialReviewComplimentanotherteammemberAsk a factand valuequestionClick on aGreenButtonOfferUse abenefitstatementGive awaypony forfinancialreviewDispositiona GreenButtonOfferSummarizethetransactionUsecustomersname 3xFind out whenthe last timeyour customersat with abankerUse yourcustomer'snamethree times

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