Clientlaughson callUse clientsnamethroughoutcallAddedvalueAsk clienthow they feelaboutaccountlatelyAsk 2openendedquestionsClientmentionsthat waseasySummarizeclose of call5CallsAsk clientforfeedbackGet theWHYClarifyandconfirmPositiveEscalationClient givespositivefeedbackon the callPositiveclose5CallsAssetretentionAppreciateon close5CallsClientlaughson callUse clientsnamethroughoutcallAddedvalueAsk clienthow they feelaboutaccountlatelyAsk 2openendedquestionsClientmentionsthat waseasySummarizeclose of call5CallsAsk clientforfeedbackGet theWHYClarifyandconfirmPositiveEscalationClient givespositivefeedbackon the callPositiveclose5CallsAssetretentionAppreciateon 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 laughs on call
  2. Use clients name throughout call
  3. Added value
  4. Ask client how they feel about account lately
  5. Ask 2 open ended questions
  6. Client mentions that was easy
  7. Summarize close of call 5 Calls
  8. Ask client for feedback
  9. Get the WHY
  10. Clarify and confirm
  11. Positive Escalation
  12. Client gives positive feedback on the call
  13. Positive close 5 Calls
  14. Asset retention
  15. Appreciate on close 5 Calls