Sharesomething onyour TeamMember planwith a peer ormanagerSay meowduring aconversationwith manageror peerGiveaway aponyHave yourmanagercomplete aDBE on youUse abenefitsstatementAsk acustomerforreferralsLead ateamhuddleSet afuturecontacteventLearn aboutcustomerstop financialprioritiesPreplanday withyourmanagerLearn whatyourcustomer isdoing for theholidaysAsk acustomerabout theirtop prioritiesAsk anopenendedquestionThankcustomer byname fortheirbusinessCompleteyourbankerworkbookDeliver acustomizedsummary toa customerDiscover how acustomermanages & growstheir money andplans for thefutureHavemanagermeet yourcustomerHave yourmanagercomplete aDBE on youPracticeyour 3point valuestatementScheduleanappointmentMatchcustomersneeds to howWF can helpUse your 3point valuestatementwith acustomerPracticeMeet theCustomerwith yourmanagerSharesomething onyour TeamMember planwith a peer ormanagerSay meowduring aconversationwith manageror peerGiveaway aponyHave yourmanagercomplete aDBE on youUse abenefitsstatementAsk acustomerforreferralsLead ateamhuddleSet afuturecontacteventLearn aboutcustomerstop financialprioritiesPreplanday withyourmanagerLearn whatyourcustomer isdoing for theholidaysAsk acustomerabout theirtop prioritiesAsk anopenendedquestionThankcustomer byname fortheirbusinessCompleteyourbankerworkbookDeliver acustomizedsummary toa customerDiscover how acustomermanages & growstheir money andplans for thefutureHavemanagermeet yourcustomerHave yourmanagercomplete aDBE on youPracticeyour 3point valuestatementScheduleanappointmentMatchcustomersneeds to howWF can helpUse your 3point valuestatementwith acustomerPracticeMeet theCustomerwith yourmanager

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