RecapPitchthesurveyMake notesof mainreason forthe callActivelylistenEngageRemainconfidentDeEscalateClearlyexplainAskrelevantprobingquestionsPositivelypositionListen forCustomercuesAcknowledgethecustomersconcernChecknotesin DMPSet holdexpectationsUsepowerwordsTake thecustomeralong thejourneyOfferadditionalassistAcknowledgethe impactthe solutionmay have onthe customerProvidebestsolutionAsk thecustomer ifyou mayplace themon holdReadordernotesMaintain apleasanttoneUseKBsRefresh yourcustomer ina timelymannerShowwillingnessto assistRecapPitchthesurveyMake notesof mainreason forthe callActivelylistenEngageRemainconfidentDeEscalateClearlyexplainAskrelevantprobingquestionsPositivelypositionListen forCustomercuesAcknowledgethecustomersconcernChecknotesin DMPSet holdexpectationsUsepowerwordsTake thecustomeralong thejourneyOfferadditionalassistAcknowledgethe impactthe solutionmay have onthe customerProvidebestsolutionAsk thecustomer ifyou mayplace themon holdReadordernotesMaintain apleasanttoneUseKBsRefresh yourcustomer ina timelymannerShowwillingnessto assist

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