"Doesthat makesense?"ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationConfirmunderstandingand that thesolution meetsexpectationsUpdateAccountNotesconveyaccurateinformationSay it witha SmileandPositivityExplain whatto expectafter the callCollaboratewithcustomer"I'mgoingto.."Review allproduct andservicedecisionsClarifyActionsTaken andNext StepsEnsure yourCustomerFeels theirIssue isResolvedExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to..."Link WhyThey Calledto What YouResolvedProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesOfferAdditionalAssistancewithConfidenceConfirmappointmentdetailsEliminateavoidabledead airConfirmcustomeris on thesame pageReviewwhat,how, why"we'llworktogetherto...""Doesthat makesense?"ExplaintroubleshootingstepsOffer to sendtext or emailwithadditionalinformationConfirmunderstandingand that thesolution meetsexpectationsUpdateAccountNotesconveyaccurateinformationSay it witha SmileandPositivityExplain whatto expectafter the callCollaboratewithcustomer"I'mgoingto.."Review allproduct andservicedecisionsClarifyActionsTaken andNext StepsEnsure yourCustomerFeels theirIssue isResolvedExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to..."Link WhyThey Calledto What YouResolvedProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesOfferAdditionalAssistancewithConfidenceConfirmappointmentdetailsEliminateavoidabledead airConfirmcustomeris on thesame pageReviewwhat,how, why"we'llworktogetherto..."

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