conveyaccurateinformationExplaincustomerresponsibilitiesReview allproduct andservicedecisions"we'llworktogetherto...""Based on theinformationyou'veshared, we'regoing to...""I'mgoingto.."CollaboratewithcustomerSay it witha SmileandPositivityExplaintroubleshootingstepsProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesConfirmunderstandingand that thesolution meetsexpectationsClarifyActionsTaken andNext StepsOfferAdditionalAssistancewithConfidenceReviewwhat,how, whyUpdateAccountNotesConfirmcustomeris on thesame pageOffer to sendtext or emailwithadditionalinformationExplain whatto expectafter the callLink WhyThey Calledto What YouResolvedEliminateavoidabledead airConfirmappointmentdetails"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolvedconveyaccurateinformationExplaincustomerresponsibilitiesReview allproduct andservicedecisions"we'llworktogetherto...""Based on theinformationyou'veshared, we'regoing to...""I'mgoingto.."CollaboratewithcustomerSay it witha SmileandPositivityExplaintroubleshootingstepsProvide abrief recap ofwhy theycontacted usExplain anycosts associatedwithappointment orservice changesConfirmunderstandingand that thesolution meetsexpectationsClarifyActionsTaken andNext StepsOfferAdditionalAssistancewithConfidenceReviewwhat,how, whyUpdateAccountNotesConfirmcustomeris on thesame pageOffer to sendtext or emailwithadditionalinformationExplain whatto expectafter the callLink WhyThey Calledto What YouResolvedEliminateavoidabledead airConfirmappointmentdetails"Doesthat makesense?"Ensure yourCustomerFeels theirIssue isResolved

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