Set afuturecontacteventDiscover how acustomermanages & growstheir money andplans for thefutureUse abenefitsstatementPreplanday withyourmanagerHave yourmanagercomplete aDBE on youSay meowduring aconversationwith manageror peerLearn aboutcustomerstop financialprioritiesHavemanagermeet yourcustomerUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpLead ateamhuddleScheduleanappointmentAsk anopenendedquestionCompleteyourbankerworkbookThankcustomer byname fortheirbusinessAsk acustomerabout theirtop prioritiesPracticeMeet theCustomerwith yourmanagerLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerAsk acustomerforreferralsPracticeyour 3point valuestatementHave yourmanagercomplete aDBE on youGiveaway aponySharesomething onyour TeamMember planwith a peer ormanagerSet afuturecontacteventDiscover how acustomermanages & growstheir money andplans for thefutureUse abenefitsstatementPreplanday withyourmanagerHave yourmanagercomplete aDBE on youSay meowduring aconversationwith manageror peerLearn aboutcustomerstop financialprioritiesHavemanagermeet yourcustomerUse your 3point valuestatementwith acustomerMatchcustomersneeds to howWF can helpLead ateamhuddleScheduleanappointmentAsk anopenendedquestionCompleteyourbankerworkbookThankcustomer byname fortheirbusinessAsk acustomerabout theirtop prioritiesPracticeMeet theCustomerwith yourmanagerLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerAsk acustomerforreferralsPracticeyour 3point valuestatementHave yourmanagercomplete aDBE on youGiveaway aponySharesomething onyour TeamMember planwith a peer ormanager

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