Confirmcustomeris on thesame pageReviewwhat,how, whyOfferAdditionalAssistancewithConfidenceLink WhyThey Calledto What YouResolvedExplaincustomerresponsibilities"Doesthat makesense?"ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationUpdateAccountNotesSay it witha SmileandPositivityEnsure yourCustomerFeels theirIssue isResolvedCollaboratewithcustomer"I'mgoingto.."ClarifyActionsTaken andNext Steps"Based on theinformationyou'veshared, we'regoing to..."Explain whatto expectafter the callEliminateavoidabledead airConfirmappointmentdetailsExplain anycosts associatedwithappointment orservice changesReview allproduct andservicedecisions"we'llworktogetherto..."conveyaccurateinformationProvide abrief recap ofwhy theycontacted usConfirmunderstandingand that thesolution meetsexpectationsConfirmcustomeris on thesame pageReviewwhat,how, whyOfferAdditionalAssistancewithConfidenceLink WhyThey Calledto What YouResolvedExplaincustomerresponsibilities"Doesthat makesense?"ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationUpdateAccountNotesSay it witha SmileandPositivityEnsure yourCustomerFeels theirIssue isResolvedCollaboratewithcustomer"I'mgoingto.."ClarifyActionsTaken andNext Steps"Based on theinformationyou'veshared, we'regoing to..."Explain whatto expectafter the callEliminateavoidabledead airConfirmappointmentdetailsExplain anycosts associatedwithappointment orservice changesReview allproduct andservicedecisions"we'llworktogetherto..."conveyaccurateinformationProvide abrief recap ofwhy theycontacted usConfirmunderstandingand that thesolution meetsexpectations

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