Ask clienthow they feelaboutaccountlateleyClientlaughson callClient givespositivefeedbackon the callGet theWHYAppreciateon close5CallsClientmentionsthat waseasyPositiveEscalationSummarizeclose of call5CallsClarifyandconfirmAssetretentionUse clientsnamethroughoutcallAsk 2openendedquestionsPositiveclose5CallsAsk clientforfeedback.AddedvalueAsk clienthow they feelaboutaccountlateleyClientlaughson callClient givespositivefeedbackon the callGet theWHYAppreciateon close5CallsClientmentionsthat waseasyPositiveEscalationSummarizeclose of call5CallsClarifyandconfirmAssetretentionUse clientsnamethroughoutcallAsk 2openendedquestionsPositiveclose5CallsAsk clientforfeedback.Addedvalue

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