(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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Write down an example of ending the call on a positive note
(Name:___________)
Open the call with a warm greeting to the customer.
Verify customer information on a call
Listen and ask probing questions for understanding & details
Offer to call the customer back if researching the request will take longer than 2 minutes
Say caller’s name on three consecutive calls
Instill confidence and establish service standards with customer
Ask where Auto ID Card should be sent to.
Update Company Contact/ verify spelling and numbers.
Show an eagerness to help the customer.
Thank a customer for their business
Verify email address.
Confirm your understanding (and spelling) with the customer to make sure everyone is on the same page.
Use documentation to follow correct procedures
Write down 3 ways you engaged the caller
Portray confidence - Make the customer feel like you are an expert and their needs will be met.
Make it easy for the customer to do business with us
Follow pod plan to ensure phone coverage for customer
(Tell how)
Compliment a co-worker on how they handled a call
Reduce a concern for the client
Add an activity to a case previously owned by another rep.
Thank a fellow coworker for a nicely set up case or activity
Share a sincere “Thank You” (MR, RPO, or UND)
Bring energy and an upbeat tone of voice during a call
