Ask thecustomer ifyou mayplace themon holdUsepowerwordsClearlyexplainTake thecustomeralong thejourneyPositivelypositionRefresh yourcustomer ina timelymannerPitchthesurveyRemainconfidentChecknotesin DMPShowwillingnessto assistActivelylistenUseKBsMaintain apleasanttoneMake notesof mainreason forthe callReadordernotesAcknowledgethe impactthe solutionmay have onthe customerAcknowledgethecustomersconcernOfferadditionalassistDeEscalateSet holdexpectationsListen forCustomercuesRecapAskrelevantprobingquestionsEngageProvidebestsolutionAsk thecustomer ifyou mayplace themon holdUsepowerwordsClearlyexplainTake thecustomeralong thejourneyPositivelypositionRefresh yourcustomer ina timelymannerPitchthesurveyRemainconfidentChecknotesin DMPShowwillingnessto assistActivelylistenUseKBsMaintain apleasanttoneMake notesof mainreason forthe callReadordernotesAcknowledgethe impactthe solutionmay have onthe customerAcknowledgethecustomersconcernOfferadditionalassistDeEscalateSet holdexpectationsListen forCustomercuesRecapAskrelevantprobingquestionsEngageProvidebestsolution

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