OfferadditionalassistanceMake notesof mainreason forthe callRefresh yourcustomer ina timelymannerChecknotesin DMPShowwillingnessto assistPitchthesurveyRemainconfidentMaintain apleasanttoneEngageTake thecustomeralong thejourneyListen forCustomercuesReadordernotesClearlyexplainDeEscalateAcknowledgethe impactthe solutionmay have onthe customerSet holdexpectationsAcknowledgethecustomersconcernPositivelypositionUseKBsProvidebestsolutionAskrelevantprobingquestionsRecapActivelylistenUsepowerwordsAsk thecustomer ifyou mayplace themon holdOfferadditionalassistanceMake notesof mainreason forthe callRefresh yourcustomer ina timelymannerChecknotesin DMPShowwillingnessto assistPitchthesurveyRemainconfidentMaintain apleasanttoneEngageTake thecustomeralong thejourneyListen forCustomercuesReadordernotesClearlyexplainDeEscalateAcknowledgethe impactthe solutionmay have onthe customerSet holdexpectationsAcknowledgethecustomersconcernPositivelypositionUseKBsProvidebestsolutionAskrelevantprobingquestionsRecapActivelylistenUsepowerwordsAsk thecustomer ifyou mayplace themon hold

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