UpdateAccountNotesOfferAdditionalAssistancewithConfidenceConfirmcustomeris on thesame pageExplaincustomerresponsibilitiesExplain anycosts associatedwithappointment orservice changesCollaboratewithcustomer"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedClarifyActionsTaken andNext Steps"we'llworktogetherto..."Explain whatto expectafter the callProvide abrief recap ofwhy theycontacted us"Based on theinformationyou'veshared, we'regoing to..."Offer to sendtext or emailwithadditionalinformation"I'mgoingto.."conveyaccurateinformationLink WhyThey Calledto What YouResolvedConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityConfirmappointmentdetailsExplaintroubleshootingstepsReviewwhat,how, whyReview allproduct andservicedecisionsEliminateavoidabledead airUpdateAccountNotesOfferAdditionalAssistancewithConfidenceConfirmcustomeris on thesame pageExplaincustomerresponsibilitiesExplain anycosts associatedwithappointment orservice changesCollaboratewithcustomer"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedClarifyActionsTaken andNext Steps"we'llworktogetherto..."Explain whatto expectafter the callProvide abrief recap ofwhy theycontacted us"Based on theinformationyou'veshared, we'regoing to..."Offer to sendtext or emailwithadditionalinformation"I'mgoingto.."conveyaccurateinformationLink WhyThey Calledto What YouResolvedConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivityConfirmappointmentdetailsExplaintroubleshootingstepsReviewwhat,how, whyReview allproduct andservicedecisionsEliminateavoidabledead air

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