Positiveclose5CallsClient givespositivefeedbackon the callAsk clientforfeedback.AddedvalueClientmentionsthat waseasySummarizeclose of call5CallsUse clientsnamethroughoutcallPositiveEscalationGet theWHYAppreciateon close5CallsAsk 2openendedquestionsAsk clienthow they feelaboutaccountlateleyClarifyandconfirmClientlaughson callAssetretentionPositiveclose5CallsClient givespositivefeedbackon the callAsk clientforfeedback.AddedvalueClientmentionsthat waseasySummarizeclose of call5CallsUse clientsnamethroughoutcallPositiveEscalationGet theWHYAppreciateon close5CallsAsk 2openendedquestionsAsk clienthow they feelaboutaccountlateleyClarifyandconfirmClientlaughson 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. Positive close 5 Calls
  2. Client gives positive feedback on the call
  3. Ask client for feedback.
  4. Added value
  5. Client mentions that was easy
  6. Summarize close of call 5 Calls
  7. Use clients name throughout call
  8. Positive Escalation
  9. Get the WHY
  10. Appreciate on close 5 Calls
  11. Ask 2 open ended questions
  12. Ask client how they feel about account lateley
  13. Clarify and confirm
  14. Client laughs on call
  15. Asset retention