Ask clienthow they feelaboutaccountlateleyAsk clientforfeedback.AssetretentionPositiveEscalationUse clientsnamethroughoutcallClientlaughson callAsk 2openendedquestionsAddedvalueClarifyandconfirmClient givespositivefeedbackon the callGet theWHYSummarizeclose of call5CallsAppreciateon close5CallsPositiveclose5CallsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlateleyAsk clientforfeedback.AssetretentionPositiveEscalationUse clientsnamethroughoutcallClientlaughson callAsk 2openendedquestionsAddedvalueClarifyandconfirmClient givespositivefeedbackon the callGet theWHYSummarizeclose of call5CallsAppreciateon close5CallsPositiveclose5CallsClientmentionsthat waseasy

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