ClarifyActionsTaken andNext StepsExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to..."ConfirmappointmentdetailsConfirmcustomeris on thesame pageconveyaccurateinformationUpdateAccountNotesCollaboratewithcustomerExplain whatto expectafter the call"Doesthat makesense?"OfferAdditionalAssistancewithConfidenceLink WhyThey Calledto What YouResolvedReviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivity"we'llworktogetherto..."ExplaintroubleshootingstepsProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesEliminateavoidabledead air"I'mgoingto.."Review allproduct andservicedecisionsOffer to sendtext or emailwithadditionalinformationClarifyActionsTaken andNext StepsExplaincustomerresponsibilities"Based on theinformationyou'veshared, we'regoing to..."ConfirmappointmentdetailsConfirmcustomeris on thesame pageconveyaccurateinformationUpdateAccountNotesCollaboratewithcustomerExplain whatto expectafter the call"Doesthat makesense?"OfferAdditionalAssistancewithConfidenceLink WhyThey Calledto What YouResolvedReviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedConfirmunderstandingand that thesolution meetsexpectationsSay it witha SmileandPositivity"we'llworktogetherto..."ExplaintroubleshootingstepsProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesEliminateavoidabledead air"I'mgoingto.."Review allproduct andservicedecisionsOffer 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. Clarify Actions Taken and Next Steps
  2. Explain customer responsibilities
  3. "Based on the information you've shared, we're going to..."
  4. Confirm appointment details
  5. Confirm customer is on the same page
  6. convey accurate information
  7. Update Account Notes
  8. Collaborate with customer
  9. Explain what to expect after the call
  10. "Does that make sense?"
  11. Offer Additional Assistance with Confidence
  12. Link Why They Called to What You Resolved
  13. Review what, how, why
  14. Ensure your Customer Feels their Issue is Resolved
  15. Confirm understanding and that the solution meets expectations
  16. Say it with a Smile and Positivity
  17. "we'll work together to..."
  18. Explain troubleshooting steps
  19. Provide a brief recap of why they contacted us
  20. Explain any costs associated with appointment or service changes
  21. Eliminate avoidable dead air
  22. "I'm going to.."
  23. Review all product and service decisions
  24. Offer to send text or email with additional information