EngagePitchthesurveyMake notesof mainreason forthe callClearlyexplainUsepowerwordsRefresh yourcustomer ina timelymannerReadordernotesMaintain apleasanttoneSet holdexpectationsActivelylistenRecapAskrelevantprobingquestionsTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdProvidebestsolutionAcknowledgethe impactthe solutionmay have onthe customerRemainconfidentAcknowledgethecustomersconcernUseKBsDeEscalateShowwillingnessto assistChecknotesin DMPOfferadditionalassistListen forCustomercuesPositivelypositionEngagePitchthesurveyMake notesof mainreason forthe callClearlyexplainUsepowerwordsRefresh yourcustomer ina timelymannerReadordernotesMaintain apleasanttoneSet holdexpectationsActivelylistenRecapAskrelevantprobingquestionsTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdProvidebestsolutionAcknowledgethe impactthe solutionmay have onthe customerRemainconfidentAcknowledgethecustomersconcernUseKBsDeEscalateShowwillingnessto assistChecknotesin DMPOfferadditionalassistListen forCustomercuesPositivelyposition

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