CollaboratewithcustomerSay it witha SmileandPositivityConfirmappointmentdetailsEliminateavoidabledead airExplaincustomerresponsibilitiesExplaintroubleshootingstepsExplain whatto expectafter the callReviewwhat,how, whyReview allproduct andservicedecisionsUpdateAccountNotesLink WhyThey Calledto What YouResolvedExplain anycosts associatedwithappointment orservice changesEnsure yourCustomerFeels theirIssue isResolvedProvide abrief recap ofwhy theycontacted us"I'mgoingto.."OfferAdditionalAssistancewithConfidence"we'llworktogetherto..."Confirmunderstandingand that thesolution meetsexpectationsOffer to sendtext or emailwithadditionalinformationConfirmcustomeris on thesame page"Doesthat makesense?"ClarifyActionsTaken andNext Steps"Based on theinformationyou'veshared, we'regoing to..."conveyaccurateinformationCollaboratewithcustomerSay it witha SmileandPositivityConfirmappointmentdetailsEliminateavoidabledead airExplaincustomerresponsibilitiesExplaintroubleshootingstepsExplain whatto expectafter the callReviewwhat,how, whyReview allproduct andservicedecisionsUpdateAccountNotesLink WhyThey Calledto What YouResolvedExplain anycosts associatedwithappointment orservice changesEnsure yourCustomerFeels theirIssue isResolvedProvide abrief recap ofwhy theycontacted us"I'mgoingto.."OfferAdditionalAssistancewithConfidence"we'llworktogetherto..."Confirmunderstandingand that thesolution meetsexpectationsOffer to sendtext or emailwithadditionalinformationConfirmcustomeris on thesame page"Doesthat makesense?"ClarifyActionsTaken andNext Steps"Based on theinformationyou'veshared, we'regoing to..."conveyaccurateinformation

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