Ask acustomerforreferralsThankcustomer byname fortheirbusinessSet afuturecontacteventCompleteyourbankerworkbookHave yourmanagercomplete aDBE on youHave yourmanagercomplete aDBE on youSay meowduring aconversationwith manageror peerSharesomething onyour TeamMember planwith a peer ormanagerDiscover how acustomermanages & growstheir money andplans for thefutureLearn aboutcustomerstop financialprioritiesScheduleanappointmentLead ateamhuddleUse abenefitsstatementUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysGiveaway aponyAsk acustomerabout theirtop prioritiesAsk anopenendedquestionDeliver acustomizedsummary toa customerPracticeyour 3point valuestatementPreplanday withyourmanagerPracticeMeet theCustomerwith yourmanagerHavemanagermeet yourcustomerAsk acustomerforreferralsThankcustomer byname fortheirbusinessSet afuturecontacteventCompleteyourbankerworkbookHave yourmanagercomplete aDBE on youHave yourmanagercomplete aDBE on youSay meowduring aconversationwith manageror peerSharesomething onyour TeamMember planwith a peer ormanagerDiscover how acustomermanages & growstheir money andplans for thefutureLearn aboutcustomerstop financialprioritiesScheduleanappointmentLead ateamhuddleUse abenefitsstatementUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysGiveaway aponyAsk acustomerabout theirtop prioritiesAsk anopenendedquestionDeliver acustomizedsummary toa customerPracticeyour 3point valuestatementPreplanday withyourmanagerPracticeMeet theCustomerwith yourmanagerHavemanagermeet yourcustomer

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