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