Ask thecustomer ifyou mayplace themon holdProvidebestsolutionSet holdexpectationsRecapBleedorangeTake thecustomeralong thejourneyMaintain apleasanttoneClearlyexplainAcknowledgethecustomersconcernDeEscalateRemainconfidentActivelylistenChecknotesin DMPEngageOfferadditionalassistanceAskrelevantprobingquestionsShowwillingnessto assistUsepowerwordsPitchthesurveyPositivelypositionAcknowledgethe impactthe situationmay have onthe customerListen forCustomercuesUseKBsRefresh yourcustomer ina timelymannerMake notesof mainreason forthe callReadordernotesAsk thecustomer ifyou mayplace themon holdProvidebestsolutionSet holdexpectationsRecapBleedorangeTake thecustomeralong thejourneyMaintain apleasanttoneClearlyexplainAcknowledgethecustomersconcernDeEscalateRemainconfidentActivelylistenChecknotesin DMPEngageOfferadditionalassistanceAskrelevantprobingquestionsShowwillingnessto assistUsepowerwordsPitchthesurveyPositivelypositionAcknowledgethe impactthe situationmay have onthe customerListen forCustomercuesUseKBsRefresh yourcustomer ina timelymannerMake notesof mainreason forthe callReadordernotes

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