OfferadditionalassistanceMake notesof mainreason forthe callPositivelypositionChecknotesin DMPEngageClearlyexplainAskrelevantprobingquestionsAsk thecustomer ifyou mayplace themon holdPitchthesurveyAcknowledgethe impactthe solutionmay have onthe customerUsepowerwordsAcknowledgethecustomersconcernReadordernotesShowwillingnessto assistRemainconfidentUseKBsProvidebestsolutionMaintain apleasanttoneActivelylistenDeEscalateSet holdexpectationsRefresh yourcustomer ina timelymannerRecapListen forCustomercuesTake thecustomeralong thejourneyOfferadditionalassistanceMake notesof mainreason forthe callPositivelypositionChecknotesin DMPEngageClearlyexplainAskrelevantprobingquestionsAsk thecustomer ifyou mayplace themon holdPitchthesurveyAcknowledgethe impactthe solutionmay have onthe customerUsepowerwordsAcknowledgethecustomersconcernReadordernotesShowwillingnessto assistRemainconfidentUseKBsProvidebestsolutionMaintain apleasanttoneActivelylistenDeEscalateSet holdexpectationsRefresh yourcustomer ina timelymannerRecapListen forCustomercuesTake thecustomeralong thejourney

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