Ask clienthow they feelaboutaccountlatelyPositiveclose5CallsGet theWHYAsk clientforfeedbackClient givespositivefeedbackon the callAddedvalueClientmentionsthat waseasyAsk 2openendedquestionsPositiveEscalationUse clientsnamethroughoutcallSummarizeclose of call5CallsClientlaughson callAssetretentionClarifyandconfirmAppreciateon close5CallsAsk clienthow they feelaboutaccountlatelyPositiveclose5CallsGet theWHYAsk clientforfeedbackClient givespositivefeedbackon the callAddedvalueClientmentionsthat waseasyAsk 2openendedquestionsPositiveEscalationUse clientsnamethroughoutcallSummarizeclose of call5CallsClientlaughson callAssetretentionClarifyandconfirmAppreciateon 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. Ask client how they feel about account lately
  2. Positive close 5 Calls
  3. Get the WHY
  4. Ask client for feedback
  5. Client gives positive feedback on the call
  6. Added value
  7. Client mentions that was easy
  8. Ask 2 open ended questions
  9. Positive Escalation
  10. Use clients name throughout call
  11. Summarize close of call 5 Calls
  12. Client laughs on call
  13. Asset retention
  14. Clarify and confirm
  15. Appreciate on close 5 Calls