ClarifyActionsTaken andNext StepsProvide abrief recap ofwhy theycontacted usSay it witha SmileandPositivityConfirmunderstandingand that thesolution meetsexpectationsconveyaccurateinformationExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to...""we'llworktogetherto..."Reviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedOfferAdditionalAssistancewithConfidenceConfirmappointmentdetailsEliminateavoidabledead airLink WhyThey Calledto What YouResolvedOffer to sendtext or emailwithadditionalinformationExplain anycosts associatedwithappointment orservice changesConfirmcustomeris on thesame page"Doesthat makesense?"Review allproduct andservicedecisionsExplain whatto expectafter the callCollaboratewithcustomer"I'mgoingto.."UpdateAccountNotesExplaintroubleshootingstepsClarifyActionsTaken andNext StepsProvide abrief recap ofwhy theycontacted usSay it witha SmileandPositivityConfirmunderstandingand that thesolution meetsexpectationsconveyaccurateinformationExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to...""we'llworktogetherto..."Reviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedOfferAdditionalAssistancewithConfidenceConfirmappointmentdetailsEliminateavoidabledead airLink WhyThey Calledto What YouResolvedOffer to sendtext or emailwithadditionalinformationExplain anycosts associatedwithappointment orservice changesConfirmcustomeris on thesame page"Doesthat makesense?"Review allproduct andservicedecisionsExplain whatto expectafter the callCollaboratewithcustomer"I'mgoingto.."UpdateAccountNotesExplaintroubleshootingsteps

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