OfferAdditionalAssistancewithConfidenceExplain whatto expectafter the callconveyaccurateinformationReview allproduct andservicedecisionsCollaboratewithcustomerEnsure yourCustomerFeels theirIssue isResolvedExplaincustomerresponsibilitiesConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityClarifyActionsTaken andNext StepsReviewwhat,how, whyConfirmappointmentdetails"we'llworktogetherto..."ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationUpdateAccountNotes"Based on theinformationyou'veshared, we'regoing to..."Provide abrief recap ofwhy theycontacted us"Doesthat makesense?""I'mgoingto.."Explain anycosts associatedwithappointment orservice changesEliminateavoidabledead airLink WhyThey Calledto What YouResolvedConfirmcustomeris on thesame pageOfferAdditionalAssistancewithConfidenceExplain whatto expectafter the callconveyaccurateinformationReview allproduct andservicedecisionsCollaboratewithcustomerEnsure yourCustomerFeels theirIssue isResolvedExplaincustomerresponsibilitiesConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityClarifyActionsTaken andNext StepsReviewwhat,how, whyConfirmappointmentdetails"we'llworktogetherto..."ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationUpdateAccountNotes"Based on theinformationyou'veshared, we'regoing to..."Provide abrief recap ofwhy theycontacted us"Doesthat makesense?""I'mgoingto.."Explain anycosts associatedwithappointment orservice changesEliminateavoidabledead airLink WhyThey Calledto What YouResolvedConfirmcustomeris on thesame page

Set Clear Expectations Bingo - Call List

(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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  1. Offer Additional Assistance with Confidence
  2. Explain what to expect after the call
  3. convey accurate information
  4. Review all product and service decisions
  5. Collaborate with customer
  6. Ensure your Customer Feels their Issue is Resolved
  7. Explain customer responsibilities
  8. Confirm understanding and that the solution meets expectations
  9. Say it with a Smile and Positivity
  10. Clarify Actions Taken and Next Steps
  11. Review what, how, why
  12. Confirm appointment details
  13. "we'll work together to..."
  14. Explain troubleshooting steps
  15. Offer to send text or email with additional information
  16. Update Account Notes
  17. "Based on the information you've shared, we're going to..."
  18. Provide a brief recap of why they contacted us
  19. "Does that make sense?"
  20. "I'm going to.."
  21. Explain any costs associated with appointment or service changes
  22. Eliminate avoidable dead air
  23. Link Why They Called to What You Resolved
  24. Confirm customer is on the same page