Practiceyour 3point valuestatementMatchcustomersneeds to howWF can helpLearn aboutcustomerstop financialprioritiesLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerPreplanday withyourmanagerAsk acustomerforreferralsCompleteyourbankerworkbookThankcustomer byname fortheirbusinessLead ateamhuddleHave yourmanagercomplete aDBE on youAsk acustomerabout theirtop prioritiesGiveaway aponyDiscover how acustomermanages & growstheir money andplans for thefutureHavemanagermeet yourcustomerSay meowduring aconversationwith manageror peerAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerSet afuturecontacteventScheduleanappointmentSharesomething onyour TeamMember planwith a peer ormanagerUse abenefitsstatementUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on youPracticeyour 3point valuestatementMatchcustomersneeds to howWF can helpLearn aboutcustomerstop financialprioritiesLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerPreplanday withyourmanagerAsk acustomerforreferralsCompleteyourbankerworkbookThankcustomer byname fortheirbusinessLead ateamhuddleHave yourmanagercomplete aDBE on youAsk acustomerabout theirtop prioritiesGiveaway aponyDiscover how acustomermanages & growstheir money andplans for thefutureHavemanagermeet yourcustomerSay meowduring aconversationwith manageror peerAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerSet afuturecontacteventScheduleanappointmentSharesomething onyour TeamMember planwith a peer ormanagerUse abenefitsstatementUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on you

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. Practice your 3 point value statement
  2. Match customers needs to how WF can help
  3. Learn about customers top financial priorities
  4. Learn what your customer is doing for the holidays
  5. Deliver a customized summary to a customer
  6. Preplan day with your manager
  7. Ask a customer for referrals
  8. Complete your banker workbook
  9. Thank customer by name for their business
  10. Lead a team huddle
  11. Have your manager complete a DBE on you
  12. Ask a customer about their top priorities
  13. Give away a pony
  14. Discover how a customer manages & grows their money and plans for the future
  15. Have manager meet your customer
  16. Say meow during a conversation with manager or peer
  17. Ask an open ended question
  18. Practice Meet the Customer with your manager
  19. Set a future contact event
  20. Schedule an appointment
  21. Share something on your Team Member plan with a peer or manager
  22. Use a benefits statement
  23. Use your 3 point value statement with a customer
  24. Have your manager complete a DBE on you