ClarifyandconfirmAsk 2openendedquestionsAsk clientforfeedbackClientlaughson callClientmentionsthat waseasyPositiveclose5CallsAsk clienthow they feelaboutaccountlatelyAddedvalueUse clientsnamethroughoutcallGet theWHYClient givespositivefeedbackon the callPositiveEscalationSummarizeclose of call5CallsAppreciateon close5CallsAssetretentionClarifyandconfirmAsk 2openendedquestionsAsk clientforfeedbackClientlaughson callClientmentionsthat waseasyPositiveclose5CallsAsk clienthow they feelaboutaccountlatelyAddedvalueUse clientsnamethroughoutcallGet theWHYClient givespositivefeedbackon the callPositiveEscalationSummarizeclose of call5CallsAppreciateon close5CallsAssetretention

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