Use clientsnamethroughoutcallClient givespositivefeedbackon the callAsk clientforfeedback.Positiveclose5CallsClientlaughson callSummarizeclose of call5CallsClarifyandconfirmAddedvalueAsk 2openendedquestionsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyAppreciateon close5CallsPositiveEscalationAssetretentionGet theWHYUse clientsnamethroughoutcallClient givespositivefeedbackon the callAsk clientforfeedback.Positiveclose5CallsClientlaughson callSummarizeclose of call5CallsClarifyandconfirmAddedvalueAsk 2openendedquestionsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyAppreciateon close5CallsPositiveEscalationAssetretentionGet theWHY

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