Ask anopenendedquestionDeliver acustomizedsummary toa customerAsk acustomerforreferralsPracticeyour 3point valuestatementLearn aboutcustomerstop financialprioritiesSay meowduring aconversationwith manageror peerPracticeMeet theCustomerwith yourmanagerScheduleanappointmentThankcustomer byname fortheirbusinessDiscover how acustomermanages & growstheir money andplans for thefutureSharesomething onyour TeamMember planwith a peer ormanagerCompleteyourbankerworkbookGiveaway aponyMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysSet afuturecontacteventUse your 3point valuestatementwith acustomerAsk acustomerabout theirtop prioritiesHavemanagermeet yourcustomerUse abenefitsstatementLead ateamhuddlePreplanday withyourmanagerHave yourmanagercomplete aDBE on youHave yourmanagercomplete aDBE on youAsk anopenendedquestionDeliver acustomizedsummary toa customerAsk acustomerforreferralsPracticeyour 3point valuestatementLearn aboutcustomerstop financialprioritiesSay meowduring aconversationwith manageror peerPracticeMeet theCustomerwith yourmanagerScheduleanappointmentThankcustomer byname fortheirbusinessDiscover how acustomermanages & growstheir money andplans for thefutureSharesomething onyour TeamMember planwith a peer ormanagerCompleteyourbankerworkbookGiveaway aponyMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysSet afuturecontacteventUse your 3point valuestatementwith acustomerAsk acustomerabout theirtop prioritiesHavemanagermeet yourcustomerUse abenefitsstatementLead ateamhuddlePreplanday withyourmanagerHave yourmanagercomplete aDBE on youHave 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. Ask an open ended question
  2. Deliver a customized summary to a customer
  3. Ask a customer for referrals
  4. Practice your 3 point value statement
  5. Learn about customers top financial priorities
  6. Say meow during a conversation with manager or peer
  7. Practice Meet the Customer with your manager
  8. Schedule an appointment
  9. Thank customer by name for their business
  10. Discover how a customer manages & grows their money and plans for the future
  11. Share something on your Team Member plan with a peer or manager
  12. Complete your banker workbook
  13. Give away a pony
  14. Match customers needs to how WF can help
  15. Learn what your customer is doing for the holidays
  16. Set a future contact event
  17. Use your 3 point value statement with a customer
  18. Ask a customer about their top priorities
  19. Have manager meet your customer
  20. Use a benefits statement
  21. Lead a team huddle
  22. Preplan day with your manager
  23. Have your manager complete a DBE on you
  24. Have your manager complete a DBE on you