Preplanday withyourmanagerMatchcustomersneeds to howWF can helpCompleteyourbankerworkbookAsk acustomerforreferralsLearn aboutcustomerstop financialprioritiesDiscover how acustomermanages & growstheir money andplans for thefutureLead ateamhuddleAsk anopenendedquestionSharesomething onyour TeamMember planwith a peer ormanagerHave yourmanagercomplete aDBE on youSet afuturecontacteventSay meowduring aconversationwith manageror peerUse abenefitsstatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youPracticeMeet theCustomerwith yourmanagerUse your 3point valuestatementwith acustomerDeliver acustomizedsummary toa customerGiveaway aponyScheduleanappointmentPracticeyour 3point valuestatementThankcustomer byname fortheirbusinessHavemanagermeet yourcustomerLearn whatyourcustomer isdoing for theholidaysPreplanday withyourmanagerMatchcustomersneeds to howWF can helpCompleteyourbankerworkbookAsk acustomerforreferralsLearn aboutcustomerstop financialprioritiesDiscover how acustomermanages & growstheir money andplans for thefutureLead ateamhuddleAsk anopenendedquestionSharesomething onyour TeamMember planwith a peer ormanagerHave yourmanagercomplete aDBE on youSet afuturecontacteventSay meowduring aconversationwith manageror peerUse abenefitsstatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youPracticeMeet theCustomerwith yourmanagerUse your 3point valuestatementwith acustomerDeliver acustomizedsummary toa customerGiveaway aponyScheduleanappointmentPracticeyour 3point valuestatementThankcustomer byname fortheirbusinessHavemanagermeet yourcustomerLearn whatyourcustomer isdoing for theholidays

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