Confirmunderstandingand that thesolution meetsexpectations"Based on theinformationyou'veshared, we'regoing to..."Review allproduct andservicedecisions"I'mgoingto.."Explain anycosts associatedwithappointment orservice changesExplaincustomerresponsibilitiesExplain whatto expectafter the callOfferAdditionalAssistancewithConfidenceConfirmcustomeris on thesame pageClarifyActionsTaken andNext StepsConfirmappointmentdetailsLink WhyThey Calledto What YouResolvedconveyaccurateinformationUpdateAccountNotesExplaintroubleshootingstepsEnsure yourCustomerFeels theirIssue isResolvedReviewwhat,how, whyProvide abrief recap ofwhy theycontacted usEliminateavoidabledead air"Doesthat makesense?""we'llworktogetherto..."Offer to sendtext or emailwithadditionalinformationSay it witha SmileandPositivityCollaboratewithcustomerConfirmunderstandingand that thesolution meetsexpectations"Based on theinformationyou'veshared, we'regoing to..."Review allproduct andservicedecisions"I'mgoingto.."Explain anycosts associatedwithappointment orservice changesExplaincustomerresponsibilitiesExplain whatto expectafter the callOfferAdditionalAssistancewithConfidenceConfirmcustomeris on thesame pageClarifyActionsTaken andNext StepsConfirmappointmentdetailsLink WhyThey Calledto What YouResolvedconveyaccurateinformationUpdateAccountNotesExplaintroubleshootingstepsEnsure yourCustomerFeels theirIssue isResolvedReviewwhat,how, whyProvide abrief recap ofwhy theycontacted usEliminateavoidabledead air"Doesthat makesense?""we'llworktogetherto..."Offer to sendtext or emailwithadditionalinformationSay it witha SmileandPositivityCollaboratewithcustomer

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