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