This bingo card has a free space and 24 words: Agent properly greeted client., Agent provided Client Portal Benefits., Agent did not talk over the client., Asked a fact-finding question., No Dead Air., Said Thank you for holding., Mentioned Survey., Agent verified the client., Confirmed with client before placing them on hold., Used open-ended questions with What, When, or How., Explained all available options., Provided empathy statements., Identified as a Client Success Champion., Agent updated Budget and Hardship Change., Asked client if they had questions/concern., Agent Narrated Steps., Mentioned Program Benefits., Agent was empathetic., Agent recapped the conversation., Good tone of voice., Agent was professional., Used Soft Skills., Agent used appropriate tone. and Discussed Client Portal..
Four Boxes Fact Finding (Active Listening) | Four Boxes: Presentation (Demo the Product) | Four Boxes: Close (Assume the Sale) | Communication Bingo | Boosting Behaviors Bingo
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