Use clientsnamethroughoutcallAsk 2openendedquestionsPositiveEscalationAppreciateon close5CallsAssetretentionSummarizeclose of call5CallsAsk clienthow they feelaboutaccountlatelyAsk clientforfeedbackGet theWHYClientmentionsthat waseasyClient givespositivefeedbackon the callClarifyandconfirmAddedvaluePositiveclose5CallsClientlaughson callUse clientsnamethroughoutcallAsk 2openendedquestionsPositiveEscalationAppreciateon close5CallsAssetretentionSummarizeclose of call5CallsAsk clienthow they feelaboutaccountlatelyAsk clientforfeedbackGet theWHYClientmentionsthat waseasyClient givespositivefeedbackon the callClarifyandconfirmAddedvaluePositiveclose5CallsClientlaughson call

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