Clientmentionsthat waseasyAsk clientforfeedbackClarifyandconfirmClient givespositivefeedbackon the callPositiveclose5CallsAsk 2openendedquestionsAppreciateon close5CallsPositiveEscalationSummarizeclose of call5CallsAssetretentionAddedvalueGet theWHYClientlaughson callUse clientsnamethroughoutcallAsk clienthow they feelaboutaccountlatelyClientmentionsthat waseasyAsk clientforfeedbackClarifyandconfirmClient givespositivefeedbackon the callPositiveclose5CallsAsk 2openendedquestionsAppreciateon close5CallsPositiveEscalationSummarizeclose of call5CallsAssetretentionAddedvalueGet theWHYClientlaughson callUse clientsnamethroughoutcallAsk clienthow they feelaboutaccountlately

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