Deliver acustomizedsummary toa customerScheduleanappointmentPracticeMeet theCustomerwith yourmanagerGiveaway aponyHave yourmanagercomplete aDBE on youSet afuturecontacteventAsk acustomerforreferralsAsk acustomerabout theirtop prioritiesThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysSharesomething onyour TeamMember planwith a peer ormanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementSay meowduring aconversationwith manageror peerUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpPracticeyour 3point valuestatementLead ateamhuddlePreplanday withyourmanagerDiscover how acustomermanages & growstheir money andplans for thefutureAsk anopenendedquestionHavemanagermeet yourcustomerCompleteyourbankerworkbookHave yourmanagercomplete aDBE on youDeliver acustomizedsummary toa customerScheduleanappointmentPracticeMeet theCustomerwith yourmanagerGiveaway aponyHave yourmanagercomplete aDBE on youSet afuturecontacteventAsk acustomerforreferralsAsk acustomerabout theirtop prioritiesThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysSharesomething onyour TeamMember planwith a peer ormanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementSay meowduring aconversationwith manageror peerUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpPracticeyour 3point valuestatementLead ateamhuddlePreplanday withyourmanagerDiscover how acustomermanages & growstheir money andplans for thefutureAsk anopenendedquestionHavemanagermeet yourcustomerCompleteyourbankerworkbookHave 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. Deliver a customized summary to a customer
  2. Schedule an appointment
  3. Practice Meet the Customer with your manager
  4. Give away a pony
  5. Have your manager complete a DBE on you
  6. Set a future contact event
  7. Ask a customer for referrals
  8. Ask a customer about their top priorities
  9. Thank customer by name for their business
  10. Learn what your customer is doing for the holidays
  11. Share something on your Team Member plan with a peer or manager
  12. Learn about customers top financial priorities
  13. Use a benefits statement
  14. Say meow during a conversation with manager or peer
  15. Use your 3 point value statement with a customer
  16. Match customers needs to how WF can help
  17. Practice your 3 point value statement
  18. Lead a team huddle
  19. Preplan day with your manager
  20. Discover how a customer manages & grows their money and plans for the future
  21. Ask an open ended question
  22. Have manager meet your customer
  23. Complete your banker workbook
  24. Have your manager complete a DBE on you