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