ExplaintroubleshootingstepsCollaboratewithcustomerReviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedSay it witha SmileandPositivityConfirmappointmentdetails"Doesthat makesense?"conveyaccurateinformationEliminateavoidabledead air"Based on theinformationyou'veshared, we'regoing to...""I'mgoingto.."Link WhyThey Calledto What YouResolvedExplaincustomerresponsibilitiesConfirmcustomeris on thesame pageOfferAdditionalAssistancewithConfidence"we'llworktogetherto..."Provide abrief recap ofwhy theycontacted usReview allproduct andservicedecisionsOffer to sendtext or emailwithadditionalinformationConfirmunderstandingand that thesolution meetsexpectationsExplain whatto expectafter the callExplain anycosts associatedwithappointment orservice changesClarifyActionsTaken andNext StepsUpdateAccountNotesExplaintroubleshootingstepsCollaboratewithcustomerReviewwhat,how, whyEnsure yourCustomerFeels theirIssue isResolvedSay it witha SmileandPositivityConfirmappointmentdetails"Doesthat makesense?"conveyaccurateinformationEliminateavoidabledead air"Based on theinformationyou'veshared, we'regoing to...""I'mgoingto.."Link WhyThey Calledto What YouResolvedExplaincustomerresponsibilitiesConfirmcustomeris on thesame pageOfferAdditionalAssistancewithConfidence"we'llworktogetherto..."Provide abrief recap ofwhy theycontacted usReview allproduct andservicedecisionsOffer to sendtext or emailwithadditionalinformationConfirmunderstandingand that thesolution meetsexpectationsExplain whatto expectafter the callExplain anycosts associatedwithappointment orservice changesClarifyActionsTaken andNext StepsUpdateAccountNotes

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