Client givespositivefeedbackon the callAssetretentionAsk 2openendedquestionsClientmentionsthat waseasyPositiveEscalationClarifyandconfirmClientlaughson callPositiveclose5CallsGet theWHYAsk clientforfeedbackAsk clienthow they feelaboutaccountlatelyUse clientsnamethroughoutcallSummarizeclose of call5CallsAddedvalueAppreciateon close5CallsClient givespositivefeedbackon the callAssetretentionAsk 2openendedquestionsClientmentionsthat waseasyPositiveEscalationClarifyandconfirmClientlaughson callPositiveclose5CallsGet theWHYAsk clientforfeedbackAsk clienthow they feelaboutaccountlatelyUse clientsnamethroughoutcallSummarizeclose of call5CallsAddedvalueAppreciateon close5Calls

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