Ask clientforfeedback.Get theWHYClientlaughson callAppreciateon close5CallsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyAsk 2openendedquestionsPositiveEscalationSummarizeclose of call5CallsClient givespositivefeedbackon the callClarifyandconfirmAssetretentionAddedvaluePositiveclose5CallsUse clientsnamethroughoutcallAsk clientforfeedback.Get theWHYClientlaughson callAppreciateon close5CallsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyAsk 2openendedquestionsPositiveEscalationSummarizeclose of call5CallsClient givespositivefeedbackon the callClarifyandconfirmAssetretentionAddedvaluePositiveclose5CallsUse 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 client for feedback.
  2. Get the WHY
  3. Client laughs on call
  4. Appreciate on close 5 Calls
  5. Client mentions that was easy
  6. Ask client how they feel about account lateley
  7. Ask 2 open ended questions
  8. Positive Escalation
  9. Summarize close of call 5 Calls
  10. Client gives positive feedback on the call
  11. Clarify and confirm
  12. Asset retention
  13. Added value
  14. Positive close 5 Calls
  15. Use clients name throughout call