Ask 2openendedquestionsAsk clientforfeedback.Summarizeclose of call5CallsAddedvalueAppreciateon close5CallsPositiveclose5CallsClient givespositivefeedbackon the callGet theWHYClientmentionsthat waseasyClarifyandconfirmAssetretentionPositiveEscalationAsk clienthow they feelaboutaccountlateleyClientlaughson callUse clientsnamethroughoutcallAsk 2openendedquestionsAsk clientforfeedback.Summarizeclose of call5CallsAddedvalueAppreciateon close5CallsPositiveclose5CallsClient givespositivefeedbackon the callGet theWHYClientmentionsthat waseasyClarifyandconfirmAssetretentionPositiveEscalationAsk clienthow they feelaboutaccountlateleyClientlaughson callUse clientsnamethroughoutcall

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