Discover how acustomermanages & growstheir money andplans for thefutureHave yourmanagercomplete aDBE on youSet afuturecontacteventUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerLearn whatyourcustomer isdoing for theholidaysAsk anopenendedquestionCompleteyourbankerworkbookPreplanday withyourmanagerPracticeyour 3point valuestatementThankcustomer byname fortheirbusinessLearn aboutcustomerstop financialprioritiesGiveaway aponyLead ateamhuddleMatchcustomersneeds to howWF can helpUse your 3point valuestatementwith acustomerDeliver acustomizedsummary toa customerAsk acustomerabout theirtop prioritiesSay meowduring aconversationwith manageror peerPracticeMeet theCustomerwith yourmanagerAsk acustomerforreferralsHave yourmanagercomplete aDBE on youHavemanagermeet yourcustomerScheduleanappointmentDiscover how acustomermanages & growstheir money andplans for thefutureHave yourmanagercomplete aDBE on youSet afuturecontacteventUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerLearn whatyourcustomer isdoing for theholidaysAsk anopenendedquestionCompleteyourbankerworkbookPreplanday withyourmanagerPracticeyour 3point valuestatementThankcustomer byname fortheirbusinessLearn aboutcustomerstop financialprioritiesGiveaway aponyLead ateamhuddleMatchcustomersneeds to howWF can helpUse your 3point valuestatementwith acustomerDeliver acustomizedsummary toa customerAsk acustomerabout theirtop prioritiesSay meowduring aconversationwith manageror peerPracticeMeet theCustomerwith yourmanagerAsk acustomerforreferralsHave yourmanagercomplete aDBE on youHavemanagermeet yourcustomerScheduleanappointment

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Discover how a customer manages & grows their money and plans for the future
  2. Have your manager complete a DBE on you
  3. Set a future contact event
  4. Use a benefits statement
  5. Share something on your Team Member plan with a peer or manager
  6. Learn what your customer is doing for the holidays
  7. Ask an open ended question
  8. Complete your banker workbook
  9. Preplan day with your manager
  10. Practice your 3 point value statement
  11. Thank customer by name for their business
  12. Learn about customers top financial priorities
  13. Give away a pony
  14. Lead a team huddle
  15. Match customers needs to how WF can help
  16. Use your 3 point value statement with a customer
  17. Deliver a customized summary to a customer
  18. Ask a customer about their top priorities
  19. Say meow during a conversation with manager or peer
  20. Practice Meet the Customer with your manager
  21. Ask a customer for referrals
  22. Have your manager complete a DBE on you
  23. Have manager meet your customer
  24. Schedule an appointment