Refresh yourcustomer ina timelymannerUseKBsTake thecustomeralong thejourneyAcknowledgethe impactthe situationmay have onthe customerActivelylistenDeEscalateMake notesof mainreason forthe callUsepowerwordsChecknotesin DMPProvidebestsolutionOfferadditionalassistanceAsk thecustomer ifyou mayplace themon holdRecapPitchthesurveyPositivelypositionClearlyexplainMaintain apleasanttoneReadordernotesListen forCustomercuesRemainconfidentAcknowledgethecustomersconcernSet holdexpectationsShowwillingnessto assistAskrelevantprobingquestionsEngageRefresh yourcustomer ina timelymannerUseKBsTake thecustomeralong thejourneyAcknowledgethe impactthe situationmay have onthe customerActivelylistenDeEscalateMake notesof mainreason forthe callUsepowerwordsChecknotesin DMPProvidebestsolutionOfferadditionalassistanceAsk thecustomer ifyou mayplace themon holdRecapPitchthesurveyPositivelypositionClearlyexplainMaintain apleasanttoneReadordernotesListen forCustomercuesRemainconfidentAcknowledgethecustomersconcernSet holdexpectationsShowwillingnessto assistAskrelevantprobingquestionsEngage

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