Acknowledgethe impactthe situationmay have onthe customerSet holdexpectationsReadordernotesUsepowerwordsMaintain apleasanttoneClearlyexplainListen forCustomercuesRemainconfidentActivelylistenBleedorangeAskrelevantprobingquestionsProvidebestsolutionTake thecustomeralong thejourneyPositivelypositionPitchthesurveyRefresh yourcustomer ina timelymannerShowwillingnessto assistMake notesof mainreason forthe callChecknotesin DMPUseKBsEngageRecapAsk thecustomer ifyou mayplace themon holdDeEscalateOfferadditionalassistanceAcknowledgethecustomersconcernFree!Acknowledgethe impactthe situationmay have onthe customerSet holdexpectationsReadordernotesUsepowerwordsMaintain apleasanttoneClearlyexplainListen forCustomercuesRemainconfidentActivelylistenBleedorangeAskrelevantprobingquestionsProvidebestsolutionTake thecustomeralong thejourneyPositivelypositionPitchthesurveyRefresh yourcustomer ina timelymannerShowwillingnessto assistMake notesof mainreason forthe callChecknotesin DMPUseKBsEngageRecapAsk thecustomer ifyou mayplace themon holdDeEscalateOfferadditionalassistanceAcknowledgethecustomersconcernFree!

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