Preplanday withyourmanagerPracticeMeet theCustomerwith yourmanagerScheduleanappointmentSet afuturecontacteventLearn whatyourcustomer isdoing for theholidaysAsk anopenendedquestionDiscover how acustomermanages & growstheir money andplans for thefuturePracticeyour 3point valuestatementSay meowduring aconversationwith manageror peerLead ateamhuddleHavemanagermeet yourcustomerHave yourmanagercomplete aDBE on youDeliver acustomizedsummary toa customerLearn aboutcustomerstop financialprioritiesThankcustomer byname fortheirbusinessUse abenefitsstatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youGiveaway aponyUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpCompleteyourbankerworkbookSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerforreferralsPreplanday withyourmanagerPracticeMeet theCustomerwith yourmanagerScheduleanappointmentSet afuturecontacteventLearn whatyourcustomer isdoing for theholidaysAsk anopenendedquestionDiscover how acustomermanages & growstheir money andplans for thefuturePracticeyour 3point valuestatementSay meowduring aconversationwith manageror peerLead ateamhuddleHavemanagermeet yourcustomerHave yourmanagercomplete aDBE on youDeliver acustomizedsummary toa customerLearn aboutcustomerstop financialprioritiesThankcustomer byname fortheirbusinessUse abenefitsstatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youGiveaway aponyUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpCompleteyourbankerworkbookSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerforreferrals

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