PositiveEscalationClarifyandconfirmPositiveclose5CallsAssetretentionSummarizeclose of call5CallsGet theWHYAppreciateon close5CallsAsk 2openendedquestionsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyUse clientsnamethroughoutcallAsk clientforfeedback.Clientlaughson callAddedvalueClient givespositivefeedbackon the callPositiveEscalationClarifyandconfirmPositiveclose5CallsAssetretentionSummarizeclose of call5CallsGet theWHYAppreciateon close5CallsAsk 2openendedquestionsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyUse clientsnamethroughoutcallAsk clientforfeedback.Clientlaughson callAddedvalueClient givespositivefeedbackon the call

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