Make notesof mainreason forthe callAcknowledgethe impactthe situationmay have onthe customerDeEscalateSet holdexpectationsEngageActivelylistenPositivelypositionMaintain apleasanttoneTake thecustomeralong thejourneySmileAsk thecustomer ifyou mayplace themon holdReadordernotesChecknotesin DMPUseKBsRemainconfidentRecapListen forCustomercuesProvidebestsolutionBleedorangeAcknowledgethecustomersconcernOfferadditionalassistanceClearlyexplainShowwillingnessto assistRefresh yourcustomer ina timelymannerAskrelevantprobingquestionsPitchthesurveyUsepowerwordsMake notesof mainreason forthe callAcknowledgethe impactthe situationmay have onthe customerDeEscalateSet holdexpectationsEngageActivelylistenPositivelypositionMaintain apleasanttoneTake thecustomeralong thejourneySmileAsk thecustomer ifyou mayplace themon holdReadordernotesChecknotesin DMPUseKBsRemainconfidentRecapListen forCustomercuesProvidebestsolutionBleedorangeAcknowledgethecustomersconcernOfferadditionalassistanceClearlyexplainShowwillingnessto assistRefresh yourcustomer ina timelymannerAskrelevantprobingquestionsPitchthesurveyUsepowerwords

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