Refresh yourcustomer ina timelymannerActivelylistenPitchthesurveyAcknowledgethe impactthe solutionmay have onthe customerProvidebestsolutionMaintain apleasanttoneOfferadditionalassistClearlyexplainChecknotesin DMPEngagePositivelypositionAsk thecustomer ifyou mayplace themon holdSet holdexpectationsListen forCustomercuesReadordernotesUsepowerwordsShowwillingnessto assistAcknowledgethecustomersconcernDeEscalateTake thecustomeralong thejourneyRecapAskrelevantprobingquestionsUseKBsMake notesof mainreason forthe callRemainconfidentRefresh yourcustomer ina timelymannerActivelylistenPitchthesurveyAcknowledgethe impactthe solutionmay have onthe customerProvidebestsolutionMaintain apleasanttoneOfferadditionalassistClearlyexplainChecknotesin DMPEngagePositivelypositionAsk thecustomer ifyou mayplace themon holdSet holdexpectationsListen forCustomercuesReadordernotesUsepowerwordsShowwillingnessto assistAcknowledgethecustomersconcernDeEscalateTake thecustomeralong thejourneyRecapAskrelevantprobingquestionsUseKBsMake notesof mainreason forthe callRemainconfident

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