Learn aboutcustomerstop financialprioritiesSet afuturecontacteventSay meowduring aconversationwith manageror peerScheduleanappointmentMatchcustomersneeds to howWF can helpPracticeyour 3point valuestatementDiscover how acustomermanages & growstheir money andplans for thefutureThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerPreplanday withyourmanagerCompleteyourbankerworkbookAsk acustomerforreferralsHave yourmanagercomplete aDBE on youLead ateamhuddleUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on youUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerabout theirtop prioritiesHavemanagermeet yourcustomerAsk anopenendedquestionGiveaway aponyPracticeMeet theCustomerwith yourmanagerLearn aboutcustomerstop financialprioritiesSet afuturecontacteventSay meowduring aconversationwith manageror peerScheduleanappointmentMatchcustomersneeds to howWF can helpPracticeyour 3point valuestatementDiscover how acustomermanages & growstheir money andplans for thefutureThankcustomer byname fortheirbusinessLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerPreplanday withyourmanagerCompleteyourbankerworkbookAsk acustomerforreferralsHave yourmanagercomplete aDBE on youLead ateamhuddleUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on youUse abenefitsstatementSharesomething onyour TeamMember planwith a peer ormanagerAsk acustomerabout theirtop prioritiesHavemanagermeet yourcustomerAsk anopenendedquestionGiveaway aponyPracticeMeet 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.


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