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CUSTOMER EXPERIENCE WHEEL

Madi Ferris

Created on September 14, 2023

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Transcript

Spin the wheel!

#PeopleFirst

Customer Experience WHEEL

0 POINTS

FOR 25 POINTS

JoAnn is doing a deposit at your desk and tells you she is getting married next month. What could you do with this information?

25 POINTS

RIGHT!

Keep spinning the wheel!

25 POINTS

FOR 100 POINTS

You and the only other CSS up front are both helping customers when a third customer walks in – what do you do?

125 POINTS

RIGHT!

Keep spinning the wheel!

125 POINTS

FOR 75 POINTS

Bob calls in wanting to know the payment amount for his sister, Suzie’s, loan because he is making her payment for her this month. He is not a signer on the loan. What should you tell him?

200 POINTS

RIGHT!

Keep spinning the wheel!

200 POINTS

FOR 250 POINTS

A customer comes in and says they have an appointment with Isaiah Seefried. What can you offer the customer while they wait for Isaiah to be ready?

450 POINTS

RIGHT!

Keep spinning the wheel!

450 POINTS

FOR 25 POINTS

You watched a coworker have an amazing customer interaction. What do you do? Show me where you would do this.

475 POINTS

RIGHT!

Keep spinning the wheel!

475 POINTS

FOR 250 POINTS

What are the "little things" that we do on the frontline to give customers an excellent experience?

725 POINTS

RIGHT!

Keep spinning the wheel!

725 POINTS

FOR 50 POINTS

You’ve been wanting to take a 2-week vacation to Hawaii because it’s cold. You see super cheap flights – do you book them now and assume your team will cover for you?

775 POINTS

RIGHT!

Keep spinning the wheel!

775 POINTS

FOR 25 POINTS

One of your fellow CSS’s is on lunch and the other is in back running proof work. You have to go to the restroom. What do you do?

800 POINTS

RIGHT!

Keep spinning the wheel!

800 POINTS

FOR 200 POINTS

A customer comes in frustrated because they were charged a fee on their account. What can you do for the customer? What can you do after they leave?

1000 POINTS

RIGHT!

Keep spinning the wheel!

1000 POINTS

FOR 500 POINTS

You’re talking to a customer and they mention they just bought a car and are shopping around for car insurance. What can you do with this information?

1500 POINTS

CONGRATULATIONS!

Choose your prize:

Pet

Box

Travel

1000 POINTS

CONGRATULATIONS!

Choose your prize:

Pet

Box

Travel

1000 POINTS

CONGRATULATIONS!

Choose your prize:

Pet

Box

Travel

THE BOX IS EMPTY

1000 POINTS

CONGRATULATIONS!

Choose your prize:

Pet

Box

Travel

TRY AGAIN!