EngageRecapChecknotesin DMPMaintain apleasanttoneRefresh yourcustomer ina timelymannerTake thecustomeralong thejourneyActivelylistenRemainconfidentMake notesof mainreason forthe callDeEscalateUseKBsListen forCustomercuesClearlyexplainUsedpowerwordsOfferadditionalassistAskrelevantprobingquestionsAsk thecustomer ifyou mayplace themon holdPositivelypositionProvidebestsolutionAcknowledgethecustomersconcernReadordernotesSet holdexpectationsShowwillingnessto assistAcknowledgethe impactthe solutionmay have onthe customerPitchthesurveyEngageRecapChecknotesin DMPMaintain apleasanttoneRefresh yourcustomer ina timelymannerTake thecustomeralong thejourneyActivelylistenRemainconfidentMake notesof mainreason forthe callDeEscalateUseKBsListen forCustomercuesClearlyexplainUsedpowerwordsOfferadditionalassistAskrelevantprobingquestionsAsk thecustomer ifyou mayplace themon holdPositivelypositionProvidebestsolutionAcknowledgethecustomersconcernReadordernotesSet holdexpectationsShowwillingnessto assistAcknowledgethe impactthe solutionmay have onthe customerPitchthesurvey

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