ReadordernotesOfferadditionalassistEngageAskrelevantprobingquestionsPositivelypositionProvidebestsolutionPitchthesurveyTake thecustomeralong thejourneyMake notesof mainreason forthe callRemainconfidentMaintain apleasanttoneAcknowledgethe impactthe solutionmay have onthe customerShowwillingnessto assistUsepowerwordsUseKBsSet holdexpectationsActivelylistenClearlyexplainRefresh yourcustomer ina timelymannerRecapChecknotesin DMPDeEscalateAcknowledgethecustomersconcernAsk thecustomer ifyou mayplace themon holdListen forCustomercuesReadordernotesOfferadditionalassistEngageAskrelevantprobingquestionsPositivelypositionProvidebestsolutionPitchthesurveyTake thecustomeralong thejourneyMake notesof mainreason forthe callRemainconfidentMaintain apleasanttoneAcknowledgethe impactthe solutionmay have onthe customerShowwillingnessto assistUsepowerwordsUseKBsSet holdexpectationsActivelylistenClearlyexplainRefresh yourcustomer ina timelymannerRecapChecknotesin DMPDeEscalateAcknowledgethecustomersconcernAsk thecustomer ifyou mayplace themon holdListen forCustomercues

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