Verifycustomerinformationon 3 callsReach outand connectwith 3 co-workersMake acustomerlaugh!Diffuse adifficultsituationfor a client(Name:___________)Thank acustomerfor theirbusinessBeat the timelineexpectation givento the caller forcompleting thecase~ Show aneagernessto help thecustomer.Share asincere“Thank You”(MR, RPO,or UND)Write downan exampleof ending thecall on apositive note~ Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Say caller’sname atleast 3 timesduring a callInstillconfidence andestablishservicestandards withcustomerPortray energyandprofessionalism~ Bring energyand an upbeattone of voiceduring everyinteraction.Providepositiverecognitionto a co-worker~ Open thecall with awarm greetingto thecustomer.Make it easyfor thecustomer todo businessw/ usListen and askprobingquestions forunderstanding& details(Tellhow)(Preferablyoutside ofyourimmediateteam)Slow acustomerdown andtake controlof the callUsedocumentationto followcorrectproceduresWrite down3 ways youEngagedthe callerVerifycustomerinformationon 3 callsReach outand connectwith 3 co-workersMake acustomerlaugh!Diffuse adifficultsituationfor a client(Name:___________)Thank acustomerfor theirbusinessBeat the timelineexpectation givento the caller forcompleting thecase~ Show aneagernessto help thecustomer.Share asincere“Thank You”(MR, RPO,or UND)Write downan exampleof ending thecall on apositive note~ Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Say caller’sname atleast 3 timesduring a callInstillconfidence andestablishservicestandards withcustomerPortray energyandprofessionalism~ Bring energyand an upbeattone of voiceduring everyinteraction.Providepositiverecognitionto a co-worker~ Open thecall with awarm greetingto thecustomer.Make it easyfor thecustomer todo businessw/ usListen and askprobingquestions forunderstanding& details(Tellhow)(Preferablyoutside ofyourimmediateteam)Slow acustomerdown andtake controlof the callUsedocumentationto followcorrectproceduresWrite down3 ways youEngagedthe caller

Untitled Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
B
2
G
3
N
4
I
5
I
6
I
7
O
8
O
9
G
10
N
11
I
12
I
13
G
14
B
15
N
16
B
17
G
18
N
19
B
20
G
21
O
22
O
23
B
24
G
  1. B-Verify customer information on 3 calls
  2. G-Reach out and connect with 3 co-workers
  3. N-Make a customer laugh!
  4. I-Diffuse a difficult situation for a client
  5. I-(Name:___________)
  6. I-Thank a customer for their business
  7. O-Beat the timeline expectation given to the caller for completing the case
  8. O-~ Show an eagerness to help the customer.
  9. G-Share a sincere “Thank You” (MR, RPO, or UND)
  10. N-Write down an example of ending the call on a positive note
  11. I-~ Portray confidence - Make the customer feel like you are an expert and their needs will be met.
  12. I-Say caller’s name at least 3 times during a call
  13. G-Instill confidence and establish service standards with customer
  14. B-Portray energy and professionalism
  15. N-~ Bring energy and an upbeat tone of voice during every interaction.
  16. B-Provide positive recognition to a co-worker
  17. G-~ Open the call with a warm greeting to the customer.
  18. N-Make it easy for the customer to do business w/ us
  19. B-Listen and ask probing questions for understanding & details
  20. G-(Tell how)
  21. O-(Preferably outside of your immediate team)
  22. O-Slow a customer down and take control of the call
  23. B-Use documentation to follow correct procedures
  24. G-Write down 3 ways you Engaged the caller