Use your 3point valuestatementwith acustomerSet afuturecontacteventAsk anopenendedquestionDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerCompleteyourbankerworkbookLead ateamhuddleHave yourmanagercomplete aDBE on youGiveaway aponyAsk acustomerforreferralsSharesomething onyour TeamMember planwith a peer ormanagerPracticeMeet theCustomerwith yourmanagerHave yourmanagercomplete aDBE on youLearn aboutcustomerstop financialprioritiesMatchcustomersneeds to howWF can helpAsk acustomerabout theirtop prioritiesPracticeyour 3point valuestatementHavemanagermeet yourcustomerDeliver acustomizedsummary toa customerSay meowduring aconversationwith manageror peerLearn whatyourcustomer isdoing for theholidaysScheduleanappointmentUse abenefitsstatementThankcustomer byname fortheirbusinessUse your 3point valuestatementwith acustomerSet afuturecontacteventAsk anopenendedquestionDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerCompleteyourbankerworkbookLead ateamhuddleHave yourmanagercomplete aDBE on youGiveaway aponyAsk acustomerforreferralsSharesomething onyour TeamMember planwith a peer ormanagerPracticeMeet theCustomerwith yourmanagerHave yourmanagercomplete aDBE on youLearn aboutcustomerstop financialprioritiesMatchcustomersneeds to howWF can helpAsk acustomerabout theirtop prioritiesPracticeyour 3point valuestatementHavemanagermeet yourcustomerDeliver acustomizedsummary toa customerSay meowduring aconversationwith manageror peerLearn whatyourcustomer isdoing for theholidaysScheduleanappointmentUse abenefitsstatementThankcustomer byname fortheirbusiness

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Use your 3 point value statement with a customer
  2. Set a future contact event
  3. Ask an open ended question
  4. Discover how a customer manages & grows their money and plans for the future
  5. Preplan day with your manager
  6. Complete your banker workbook
  7. Lead a team huddle
  8. Have your manager complete a DBE on you
  9. Give away a pony
  10. Ask a customer for referrals
  11. Share something on your Team Member plan with a peer or manager
  12. Practice Meet the Customer with your manager
  13. Have your manager complete a DBE on you
  14. Learn about customers top financial priorities
  15. Match customers needs to how WF can help
  16. Ask a customer about their top priorities
  17. Practice your 3 point value statement
  18. Have manager meet your customer
  19. Deliver a customized summary to a customer
  20. Say meow during a conversation with manager or peer
  21. Learn what your customer is doing for the holidays
  22. Schedule an appointment
  23. Use a benefits statement
  24. Thank customer by name for their business