Clientmentionsthat waseasyAsk clientforfeedback.Get theWHYUse clientsnamethroughoutcallAddedvalueSummarizeclose of call5CallsAppreciateon close5CallsPositiveclose5CallsClientlaughson callPositiveEscalationAsk clienthow they feelaboutaccountlateleyClarifyandconfirmAsk 2openendedquestionsClient givespositivefeedbackon the callAssetretentionClientmentionsthat waseasyAsk clientforfeedback.Get theWHYUse clientsnamethroughoutcallAddedvalueSummarizeclose of call5CallsAppreciateon close5CallsPositiveclose5CallsClientlaughson callPositiveEscalationAsk clienthow they feelaboutaccountlateleyClarifyandconfirmAsk 2openendedquestionsClient givespositivefeedbackon the callAssetretention

CEI SUCCESS - 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. Client mentions that was easy
  2. Ask client for feedback.
  3. Get the WHY
  4. Use clients name throughout call
  5. Added value
  6. Summarize close of call 5 Calls
  7. Appreciate on close 5 Calls
  8. Positive close 5 Calls
  9. Client laughs on call
  10. Positive Escalation
  11. Ask client how they feel about account lateley
  12. Clarify and confirm
  13. Ask 2 open ended questions
  14. Client gives positive feedback on the call
  15. Asset retention