Reviewwhat,how, whyLink WhyThey Calledto What YouResolvedconveyaccurateinformationCollaboratewithcustomerExplaincustomerresponsibilitiesExplain anycosts associatedwithappointment orservice changesEnsure yourCustomerFeels theirIssue isResolvedReview allproduct andservicedecisions"Based on theinformationyou'veshared, we'regoing to..."Confirmcustomeris on thesame pageEliminateavoidabledead air"Doesthat makesense?"Explain whatto expectafter the call"we'llworktogetherto..."OfferAdditionalAssistancewithConfidenceExplaintroubleshootingstepsUpdateAccountNotesClarifyActionsTaken andNext StepsConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityConfirmappointmentdetails"I'mgoingto.."Provide abrief recap ofwhy theycontacted usOffer to sendtext or emailwithadditionalinformationReviewwhat,how, whyLink WhyThey Calledto What YouResolvedconveyaccurateinformationCollaboratewithcustomerExplaincustomerresponsibilitiesExplain anycosts associatedwithappointment orservice changesEnsure yourCustomerFeels theirIssue isResolvedReview allproduct andservicedecisions"Based on theinformationyou'veshared, we'regoing to..."Confirmcustomeris on thesame pageEliminateavoidabledead air"Doesthat makesense?"Explain whatto expectafter the call"we'llworktogetherto..."OfferAdditionalAssistancewithConfidenceExplaintroubleshootingstepsUpdateAccountNotesClarifyActionsTaken andNext StepsConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityConfirmappointmentdetails"I'mgoingto.."Provide abrief recap ofwhy theycontacted usOffer to sendtext or emailwithadditionalinformation

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