Ensure yourCustomerFeels theirIssue isResolvedconveyaccurateinformation"Based on theinformationyou'veshared, we'regoing to..."Reviewwhat,how, whyUpdateAccountNotesOffer to sendtext or emailwithadditionalinformation"we'llworktogetherto..."ClarifyActionsTaken andNext StepsCollaboratewithcustomerExplain anycosts associatedwithappointment orservice changes"I'mgoingto.."Confirmunderstandingand that thesolution meetsexpectationsOfferAdditionalAssistancewithConfidenceExplaintroubleshootingstepsLink WhyThey Calledto What YouResolvedSay it witha SmileandPositivityConfirmcustomeris on thesame pageConfirmappointmentdetailsExplain whatto expectafter the callEliminateavoidabledead airExplaincustomerresponsibilitiesProvide abrief recap ofwhy theycontacted usReview allproduct andservicedecisions"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedconveyaccurateinformation"Based on theinformationyou'veshared, we'regoing to..."Reviewwhat,how, whyUpdateAccountNotesOffer to sendtext or emailwithadditionalinformation"we'llworktogetherto..."ClarifyActionsTaken andNext StepsCollaboratewithcustomerExplain anycosts associatedwithappointment orservice changes"I'mgoingto.."Confirmunderstandingand that thesolution meetsexpectationsOfferAdditionalAssistancewithConfidenceExplaintroubleshootingstepsLink WhyThey Calledto What YouResolvedSay it witha SmileandPositivityConfirmcustomeris on thesame pageConfirmappointmentdetailsExplain whatto expectafter the callEliminateavoidabledead airExplaincustomerresponsibilitiesProvide abrief recap ofwhy theycontacted usReview allproduct andservicedecisions"Doesthat makesense?"

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