Use your 3point valuestatementwith acustomerSharesomething onyour TeamMember planwith a peer ormanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementLead ateamhuddleDeliver acustomizedsummary toa customerSay meowduring aconversationwith manageror peerHavemanagermeet yourcustomerAsk anopenendedquestionSet afuturecontacteventCompleteyourbankerworkbookAsk acustomerforreferralsPracticeyour 3point valuestatementPreplanday withyourmanagerLearn whatyourcustomer isdoing for theholidaysMatchcustomersneeds to howWF can helpHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefutureGiveaway aponyPracticeMeet theCustomerwith yourmanagerThankcustomer byname fortheirbusinessHave yourmanagercomplete aDBE on youScheduleanappointmentAsk acustomerabout theirtop prioritiesUse your 3point valuestatementwith acustomerSharesomething onyour TeamMember planwith a peer ormanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementLead ateamhuddleDeliver acustomizedsummary toa customerSay meowduring aconversationwith manageror peerHavemanagermeet yourcustomerAsk anopenendedquestionSet afuturecontacteventCompleteyourbankerworkbookAsk acustomerforreferralsPracticeyour 3point valuestatementPreplanday withyourmanagerLearn whatyourcustomer isdoing for theholidaysMatchcustomersneeds to howWF can helpHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefutureGiveaway aponyPracticeMeet theCustomerwith yourmanagerThankcustomer byname fortheirbusinessHave yourmanagercomplete aDBE on youScheduleanappointmentAsk acustomerabout theirtop priorities

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