"Based on theinformationyou'veshared, we'regoing to..."Explain anycosts associatedwithappointment orservice changes"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedExplain whatto expectafter the callClarifyActionsTaken andNext StepsSay it witha SmileandPositivityReview allproduct andservicedecisionsConfirmunderstandingand that thesolution meetsexpectations"I'mgoingto.."Confirmcustomeris on thesame pageCollaboratewithcustomerLink WhyThey Calledto What YouResolvedOffer to sendtext or emailwithadditionalinformationconveyaccurateinformationEliminateavoidabledead airOfferAdditionalAssistancewithConfidenceUpdateAccountNotesExplaincustomerresponsibilitiesExplaintroubleshootingstepsReviewwhat,how, whyProvide abrief recap ofwhy theycontacted usConfirmappointmentdetails"we'llworktogetherto...""Based on theinformationyou'veshared, we'regoing to..."Explain anycosts associatedwithappointment orservice changes"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedExplain whatto expectafter the callClarifyActionsTaken andNext StepsSay it witha SmileandPositivityReview allproduct andservicedecisionsConfirmunderstandingand that thesolution meetsexpectations"I'mgoingto.."Confirmcustomeris on thesame pageCollaboratewithcustomerLink WhyThey Calledto What YouResolvedOffer to sendtext or emailwithadditionalinformationconveyaccurateinformationEliminateavoidabledead airOfferAdditionalAssistancewithConfidenceUpdateAccountNotesExplaincustomerresponsibilitiesExplaintroubleshootingstepsReviewwhat,how, whyProvide abrief recap ofwhy theycontacted usConfirmappointmentdetails"we'llworktogetherto..."

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