Set holdexpectationsPitchthesurveyActivelylistenMaintain apleasanttoneAskrelevantprobingquestionsTake thecustomeralong thejourneyOfferadditionalassistEngageRecapReadordernotesListen forCustomercuesClearlyexplainUseKBsMake notesof mainreason forthe callAsk thecustomer ifyou mayplace themon holdAcknowledgethecustomersconcernDeEscalateRefresh yourcustomer ina timelymannerProvidebestsolutionUsedpowerwordsChecknotesin DMPAcknowledgethe impactthe solutionmay have onthe customerShowwillingnessto assistPositivelypositionRemainconfidentSet holdexpectationsPitchthesurveyActivelylistenMaintain apleasanttoneAskrelevantprobingquestionsTake thecustomeralong thejourneyOfferadditionalassistEngageRecapReadordernotesListen forCustomercuesClearlyexplainUseKBsMake notesof mainreason forthe callAsk thecustomer ifyou mayplace themon holdAcknowledgethecustomersconcernDeEscalateRefresh yourcustomer ina timelymannerProvidebestsolutionUsedpowerwordsChecknotesin DMPAcknowledgethe impactthe solutionmay have onthe customerShowwillingnessto assistPositivelypositionRemainconfident

Customer Effort 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. Set hold expectations
  2. Pitch the survey
  3. Actively listen
  4. Maintain a pleasant tone
  5. Ask relevant probing questions
  6. Take the customer along the journey
  7. Offer additional assist
  8. Engage
  9. Recap
  10. Read order notes
  11. Listen for Customer cues
  12. Clearly explain
  13. Use KBs
  14. Make notes of main reason for the call
  15. Ask the customer if you may place them on hold
  16. Acknowledge the customers concern
  17. De Escalate
  18. Refresh your customer in a timely manner
  19. Provide best solution
  20. Used power words
  21. Check notes in DMP
  22. Acknowledge the impact the solution may have on the customer
  23. Show willingness to assist
  24. Positively position
  25. Remain confident