DeEscalateRefresh yourcustomer ina timelymannerClearlyexplainPitchthesurveySet holdexpectationsOfferadditionalassistanceShowwillingnessto assistAskrelevantprobingquestionsRecapUsepowerwordsMake notesof mainreason forthe callUseKBsAcknowledgethecustomersconcernProvidebestsolutionRemainconfidentReadordernotesChecknotesin DMPActivelylistenAsk thecustomer ifyou mayplace themon holdEngagePositivelypositionBleedorangeAcknowledgethe impactthe situationmay have onthe customerListen forCustomercuesTake thecustomeralong thejourneyMaintain apleasanttoneDeEscalateRefresh yourcustomer ina timelymannerClearlyexplainPitchthesurveySet holdexpectationsOfferadditionalassistanceShowwillingnessto assistAskrelevantprobingquestionsRecapUsepowerwordsMake notesof mainreason forthe callUseKBsAcknowledgethecustomersconcernProvidebestsolutionRemainconfidentReadordernotesChecknotesin DMPActivelylistenAsk thecustomer ifyou mayplace themon holdEngagePositivelypositionBleedorangeAcknowledgethe impactthe situationmay have onthe customerListen forCustomercuesTake thecustomeralong thejourneyMaintain apleasanttone

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