Checknotesin DMPReadordernotesActivelylistenClearlyexplainPitchthesurveySmileAcknowledgethecustomersconcernRefresh yourcustomer ina timelymannerDeEscalateRemainconfidentPositivelypositionEngageOfferadditionalassistanceRecapSet holdexpectationsAcknowledgethe impactthe situationmay have onthe customerUseKBsMake notesof mainreason forthe callMaintain apleasanttoneBleedorangeTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdUsepowerwordsListen forCustomercuesProvidebestsolutionAskrelevantprobingquestionsShowwillingnessto assistChecknotesin DMPReadordernotesActivelylistenClearlyexplainPitchthesurveySmileAcknowledgethecustomersconcernRefresh yourcustomer ina timelymannerDeEscalateRemainconfidentPositivelypositionEngageOfferadditionalassistanceRecapSet holdexpectationsAcknowledgethe impactthe situationmay have onthe customerUseKBsMake notesof mainreason forthe callMaintain apleasanttoneBleedorangeTake thecustomeralong thejourneyAsk thecustomer ifyou mayplace themon holdUsepowerwordsListen forCustomercuesProvidebestsolutionAskrelevantprobingquestionsShowwillingnessto assist

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