Eliminateavoidabledead air"we'llworktogetherto..."UpdateAccountNotesProvide abrief recap ofwhy theycontacted usOfferAdditionalAssistancewithConfidence"Doesthat makesense?"Say it witha SmileandPositivityExplaintroubleshootingstepsReview allproduct andservicedecisionsExplain whatto expectafter the callconveyaccurateinformation"I'mgoingto.."Offer to sendtext or emailwithadditionalinformationConfirmcustomeris on thesame page"Based on theinformationyou'veshared, we'regoing to..."ExplaincustomerresponsibilitiesReviewwhat,how, whyClarifyActionsTaken andNext StepsEnsure yourCustomerFeels theirIssue isResolvedLink WhyThey Calledto What YouResolvedConfirmappointmentdetailsExplain anycosts associatedwithappointment orservice changesCollaboratewithcustomerConfirmunderstandingand that thesolution meetsexpectationsEliminateavoidabledead air"we'llworktogetherto..."UpdateAccountNotesProvide abrief recap ofwhy theycontacted usOfferAdditionalAssistancewithConfidence"Doesthat makesense?"Say it witha SmileandPositivityExplaintroubleshootingstepsReview allproduct andservicedecisionsExplain whatto expectafter the callconveyaccurateinformation"I'mgoingto.."Offer to sendtext or emailwithadditionalinformationConfirmcustomeris on thesame page"Based on theinformationyou'veshared, we'regoing to..."ExplaincustomerresponsibilitiesReviewwhat,how, whyClarifyActionsTaken andNext StepsEnsure yourCustomerFeels theirIssue isResolvedLink WhyThey Calledto What YouResolvedConfirmappointmentdetailsExplain anycosts associatedwithappointment orservice changesCollaboratewithcustomerConfirmunderstandingand that thesolution meetsexpectations

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