Use your 3point valuestatementwith acustomerGiveaway aponyDiscover how acustomermanages & growstheir money andplans for thefutureAsk acustomerabout theirtop prioritiesSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerforreferralsLearn aboutcustomerstop financialprioritiesCompleteyourbankerworkbookPracticeMeet theCustomerwith yourmanagerUse abenefitsstatementDeliver acustomizedsummary toa customerHave yourmanagercomplete aDBE on youThankcustomer byname fortheirbusinessSay meowduring aconversationwith manageror peerPracticeyour 3point valuestatementHave yourmanagercomplete aDBE on youHavemanagermeet yourcustomerAsk anopenendedquestionLearn whatyourcustomer isdoing for theholidaysLead ateamhuddleSet afuturecontacteventPreplanday withyourmanagerMatchcustomersneeds to howWF can helpScheduleanappointmentUse your 3point valuestatementwith acustomerGiveaway aponyDiscover how acustomermanages & growstheir money andplans for thefutureAsk acustomerabout theirtop prioritiesSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerforreferralsLearn aboutcustomerstop financialprioritiesCompleteyourbankerworkbookPracticeMeet theCustomerwith yourmanagerUse abenefitsstatementDeliver acustomizedsummary toa customerHave yourmanagercomplete aDBE on youThankcustomer byname fortheirbusinessSay meowduring aconversationwith manageror peerPracticeyour 3point valuestatementHave yourmanagercomplete aDBE on youHavemanagermeet yourcustomerAsk anopenendedquestionLearn whatyourcustomer isdoing for theholidaysLead ateamhuddleSet afuturecontacteventPreplanday withyourmanagerMatchcustomersneeds to howWF can helpScheduleanappointment

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