Make notesof mainreason forthe callFree!ReadordernotesRecapMaintain apleasanttoneAcknowledgethecustomersconcernClearlyexplainDeEscalateSet holdexpectationsPitchthesurveyListen forCustomercuesRemainconfidentAskrelevantprobingquestionsShowwillingnessto assistActivelylistenProvidebestsolutionAsk thecustomer ifyou mayplace themon holdChecknotesin DMPUseKBsUsepowerwordsBleedorangeTake thecustomeralong thejourneyOfferadditionalassistanceRefresh yourcustomer ina timelymannerEngageAcknowledgethe impactthe situationmay have onthe customerPositivelypositionMake notesof mainreason forthe callFree!ReadordernotesRecapMaintain apleasanttoneAcknowledgethecustomersconcernClearlyexplainDeEscalateSet holdexpectationsPitchthesurveyListen forCustomercuesRemainconfidentAskrelevantprobingquestionsShowwillingnessto assistActivelylistenProvidebestsolutionAsk thecustomer ifyou mayplace themon holdChecknotesin DMPUseKBsUsepowerwordsBleedorangeTake thecustomeralong thejourneyOfferadditionalassistanceRefresh yourcustomer ina timelymannerEngageAcknowledgethe impactthe situationmay have onthe customerPositivelyposition

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