EngageMake notesof mainreason forthe callUseKBsDeEscalateListen forCustomercuesPositivelypositionAcknowledgethecustomersconcernUsepowerwordsProvidebestsolutionRemainconfidentAsk thecustomer ifyou mayplace themon holdAskrelevantprobingquestionsOfferadditionalassistActivelylistenChecknotesin DMPMaintain apleasanttoneClearlyexplainRecapShowwillingnessto assistTake thecustomeralong thejourneyRefresh yourcustomer ina timelymannerAcknowledgethe impactthe solutionmay have onthe customerSet holdexpectationsReadordernotesPitchthesurveyEngageMake notesof mainreason forthe callUseKBsDeEscalateListen forCustomercuesPositivelypositionAcknowledgethecustomersconcernUsepowerwordsProvidebestsolutionRemainconfidentAsk thecustomer ifyou mayplace themon holdAskrelevantprobingquestionsOfferadditionalassistActivelylistenChecknotesin DMPMaintain apleasanttoneClearlyexplainRecapShowwillingnessto assistTake thecustomeralong thejourneyRefresh yourcustomer ina timelymannerAcknowledgethe impactthe solutionmay have onthe customerSet holdexpectationsReadordernotesPitchthesurvey

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