PositiveEscalationClient givespositivefeedbackon the callClientmentionsthat waseasyGet theWHYPositiveclose5CallsClientlaughson callUse clientsnamethroughoutcallClarifyandconfirmAssetretentionAsk clientforfeedback.Ask 2openendedquestionsSummarizeclose of call5CallsAsk clienthow they feelaboutaccountlateleyAppreciateon close5CallsAddedvaluePositiveEscalationClient givespositivefeedbackon the callClientmentionsthat waseasyGet theWHYPositiveclose5CallsClientlaughson callUse clientsnamethroughoutcallClarifyandconfirmAssetretentionAsk clientforfeedback.Ask 2openendedquestionsSummarizeclose of call5CallsAsk clienthow they feelaboutaccountlateleyAppreciateon close5CallsAddedvalue

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