Four Boxes Fact Finding (Active Listening)

Four Boxes Fact Finding (Active Listening) Bingo Card
Preview

This bingo card has a free space and 24 words: Client indicated they were 'shopping around', Agent used paraphrasing to show understanding, Agent demonstrated concern for client during fact finding, Agent reframed the clients issue, Agent made a supporting statement to client about Sterling's benefits, Client rushed into fact finding and details before roadmap was set by agent, Client was calling from WI, Client asked to speak with a specific attorney, Client had an endless amount of objections, Agent provided roadmap within 3 minutes, Agent asked appropriate questions to prob client for details, Agent used verbal affirmations like 'I see', 'I know', 'Sure', or 'I understand', Client asked to speak with a specific CSS Agent, Client was calling from IL, Agent mirrored a phrase the client gave during fact finding, Heard Agent set a roadmap in introduction to client call, Agent built trust during fact finding, Agent built trust in Sterling, Agent scheduled with an Attorney, Client asked for a free consultation, Agent established rapport during fact finding, Agent provided roadmap within 1 minute, Agent provided roadmap within 2 minutes and Caller was hesitant to answer questions.

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