Showwillingnessto assistPitchthesurveyClearlyexplainProvidebestsolutionReadordernotesDeEscalateRemainconfidentTake thecustomeralong thejourneyActivelylistenRecapListen forCustomercuesUsepowerwordsAskrelevantprobingquestionsAcknowledgethe impactthe situationmay have onthe customerChecknotesin DMPMake notesof mainreason forthe callPositivelypositionSet holdexpectationsUseKBsMaintain apleasanttoneEngageRefresh yourcustomer ina timelymannerAcknowledgethecustomersconcernAsk thecustomer ifyou mayplace themon holdOfferadditionalassistanceShowwillingnessto assistPitchthesurveyClearlyexplainProvidebestsolutionReadordernotesDeEscalateRemainconfidentTake thecustomeralong thejourneyActivelylistenRecapListen forCustomercuesUsepowerwordsAskrelevantprobingquestionsAcknowledgethe impactthe situationmay have onthe customerChecknotesin DMPMake notesof mainreason forthe callPositivelypositionSet holdexpectationsUseKBsMaintain apleasanttoneEngageRefresh yourcustomer ina timelymannerAcknowledgethecustomersconcernAsk thecustomer ifyou mayplace themon holdOfferadditionalassistance

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