Make notesof mainreason forthe callPitchthesurveyShowwillingnessto assistEngageRecapUseKBsAcknowledgethe impactthe solutionmay have onthe customerTake thecustomeralong thejourneySet holdexpectationsMaintain apleasanttoneRefresh yourcustomer ina timelymannerClearlyexplainReadordernotesAskrelevantprobingquestionsRemainconfidentDeEscalatePositivelypositionAcknowledgethecustomersconcernActivelylistenUsepowerwordsListen forCustomercuesChecknotesin DMPAsk thecustomer ifyou mayplace themon holdProvidebestsolutionOfferadditionalassistanceMake notesof mainreason forthe callPitchthesurveyShowwillingnessto assistEngageRecapUseKBsAcknowledgethe impactthe solutionmay have onthe customerTake thecustomeralong thejourneySet holdexpectationsMaintain apleasanttoneRefresh yourcustomer ina timelymannerClearlyexplainReadordernotesAskrelevantprobingquestionsRemainconfidentDeEscalatePositivelypositionAcknowledgethecustomersconcernActivelylistenUsepowerwordsListen forCustomercuesChecknotesin DMPAsk thecustomer ifyou mayplace themon holdProvidebestsolutionOfferadditionalassistance

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