Practiceyour 3point valuestatementAsk acustomerforreferralsCompleteyourbankerworkbookSharesomething onyour TeamMember planwith a peer ormanagerGiveaway aponySet afuturecontacteventHave yourmanagercomplete aDBE on youUse your 3point valuestatementwith acustomerSay meowduring aconversationwith manageror peerHave yourmanagercomplete aDBE on youUse abenefitsstatementScheduleanappointmentMatchcustomersneeds to howWF can helpLearn aboutcustomerstop financialprioritiesDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerDeliver acustomizedsummary toa customerAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerLead ateamhuddleThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysAsk acustomerabout theirtop prioritiesHavemanagermeet yourcustomerPracticeyour 3point valuestatementAsk acustomerforreferralsCompleteyourbankerworkbookSharesomething onyour TeamMember planwith a peer ormanagerGiveaway aponySet afuturecontacteventHave yourmanagercomplete aDBE on youUse your 3point valuestatementwith acustomerSay meowduring aconversationwith manageror peerHave yourmanagercomplete aDBE on youUse abenefitsstatementScheduleanappointmentMatchcustomersneeds to howWF can helpLearn aboutcustomerstop financialprioritiesDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerDeliver acustomizedsummary toa customerAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerLead ateamhuddleThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysAsk acustomerabout theirtop prioritiesHavemanagermeet 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. Practice your 3 point value statement
  2. Ask a customer for referrals
  3. Complete your banker workbook
  4. Share something on your Team Member plan with a peer or manager
  5. Give away a pony
  6. Set a future contact event
  7. Have your manager complete a DBE on you
  8. Use your 3 point value statement with a customer
  9. Say meow during a conversation with manager or peer
  10. Have your manager complete a DBE on you
  11. Use a benefits statement
  12. Schedule an appointment
  13. Match customers needs to how WF can help
  14. Learn about customers top financial priorities
  15. Discover how a customer manages & grows their money and plans for the future
  16. Preplan day with your manager
  17. Deliver a customized summary to a customer
  18. Ask an open ended question
  19. Practice Meet the Customer with your manager
  20. Lead a team huddle
  21. Thank customer by name for their business
  22. Learn what your customer is doing for the holidays
  23. Ask a customer about their top priorities
  24. Have manager meet your customer