Set holdexpectationsUseKBsRemainconfidentMake notesof mainreason forthe callDeEscalateUsepowerwordsAcknowledgethe impactthe solutionmay have onthe customerPositivelypositionTake thecustomeralong thejourneyProvidebestsolutionRefresh yourcustomer ina timelymannerAskrelevantprobingquestionsRecapActivelylistenOfferadditionalassistanceShowwillingnessto assistListen forCustomercuesChecknotesin DMPAsk thecustomer ifyou mayplace themon holdEngageClearlyexplainMaintain apleasanttoneAcknowledgethecustomersconcernReadordernotesPitchthesurveySet holdexpectationsUseKBsRemainconfidentMake notesof mainreason forthe callDeEscalateUsepowerwordsAcknowledgethe impactthe solutionmay have onthe customerPositivelypositionTake thecustomeralong thejourneyProvidebestsolutionRefresh yourcustomer ina timelymannerAskrelevantprobingquestionsRecapActivelylistenOfferadditionalassistanceShowwillingnessto assistListen forCustomercuesChecknotesin DMPAsk thecustomer ifyou mayplace themon holdEngageClearlyexplainMaintain apleasanttoneAcknowledgethecustomersconcernReadordernotesPitchthesurvey

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