Clientlaughson callUse clientsnamethroughoutcallClient givespositivefeedbackon the callClientmentionsthat waseasyPositiveclose5CallsAsk clienthow they feelaboutaccountlatelyPositiveEscalationAddedvalueGet theWHYClarifyandconfirmSummarizeclose of call5CallsAsk clientforfeedbackAppreciateon close5CallsAsk 2openendedquestionsAssetretentionClientlaughson callUse clientsnamethroughoutcallClient givespositivefeedbackon the callClientmentionsthat waseasyPositiveclose5CallsAsk clienthow they feelaboutaccountlatelyPositiveEscalationAddedvalueGet theWHYClarifyandconfirmSummarizeclose of call5CallsAsk clientforfeedbackAppreciateon close5CallsAsk 2openendedquestionsAssetretention

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