ReadordernotesRemainconfidentMake notesof mainreason forthe callShowwillingnessto assistPitchthesurveyOfferadditionalassistAskrelevantprobingquestionsUseKBsAcknowledgethe impactthe solutionmay have onthe customerPositivelypositionProvidebestsolutionClearlyexplainChecknotesin DMPEngageActivelylistenTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdRefresh yourcustomer ina timelymannerMaintain apleasanttoneAcknowledgethecustomersconcernUsedpowerwordsListen forCustomercuesDeEscalateSet holdexpectationsRecapReadordernotesRemainconfidentMake notesof mainreason forthe callShowwillingnessto assistPitchthesurveyOfferadditionalassistAskrelevantprobingquestionsUseKBsAcknowledgethe impactthe solutionmay have onthe customerPositivelypositionProvidebestsolutionClearlyexplainChecknotesin DMPEngageActivelylistenTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdRefresh yourcustomer ina timelymannerMaintain apleasanttoneAcknowledgethecustomersconcernUsedpowerwordsListen forCustomercuesDeEscalateSet holdexpectationsRecap

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