Ask acustomerabout theirtop prioritiesSay meowduring aconversationwith manageror peerPreplanday withyourmanagerMatchcustomersneeds to howWF can helpScheduleanappointmentLead ateamhuddleUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerThankcustomer byname fortheirbusinessSet afuturecontacteventPracticeyour 3point valuestatementLearn whatyourcustomer isdoing for theholidaysAsk acustomerforreferralsHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefutureDeliver acustomizedsummary toa customerHavemanagermeet yourcustomerPracticeMeet theCustomerwith yourmanagerLearn aboutcustomerstop financialprioritiesHave yourmanagercomplete aDBE on youUse your 3point valuestatementwith acustomerCompleteyourbankerworkbookGiveaway aponyAsk anopenendedquestionAsk acustomerabout theirtop prioritiesSay meowduring aconversationwith manageror peerPreplanday withyourmanagerMatchcustomersneeds to howWF can helpScheduleanappointmentLead ateamhuddleUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerThankcustomer byname fortheirbusinessSet afuturecontacteventPracticeyour 3point valuestatementLearn whatyourcustomer isdoing for theholidaysAsk acustomerforreferralsHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefutureDeliver acustomizedsummary toa customerHavemanagermeet yourcustomerPracticeMeet theCustomerwith yourmanagerLearn aboutcustomerstop financialprioritiesHave yourmanagercomplete aDBE on youUse your 3point valuestatementwith acustomerCompleteyourbankerworkbookGiveaway aponyAsk anopenendedquestion

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