PositiveEscalationAppreciateon close5CallsUse clientsnamethroughoutcallAssetretentionClient givespositivefeedbackon the callClientlaughson callGet theWHYAddedvalueAsk clientforfeedbackClientmentionsthat waseasySummarizeclose of call5CallsClarifyandconfirmAsk 2openendedquestionsAsk clienthow they feelaboutaccountlatelyPositiveclose5CallsPositiveEscalationAppreciateon close5CallsUse clientsnamethroughoutcallAssetretentionClient givespositivefeedbackon the callClientlaughson callGet theWHYAddedvalueAsk clientforfeedbackClientmentionsthat waseasySummarizeclose of call5CallsClarifyandconfirmAsk 2openendedquestionsAsk clienthow they feelaboutaccountlatelyPositiveclose5Calls

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