Ask 2openendedquestionsClientmentionsthat waseasyAppreciateon close5CallsAsk clienthow they feelaboutaccountlatelyClientlaughson callUse clientsnamethroughoutcallAsk clientforfeedbackGet theWHYClarifyandconfirmAddedvalueSummarizeclose of call5CallsPositiveEscalationClient givespositivefeedbackon the callPositiveclose5CallsAssetretentionAsk 2openendedquestionsClientmentionsthat waseasyAppreciateon close5CallsAsk clienthow they feelaboutaccountlatelyClientlaughson callUse clientsnamethroughoutcallAsk clientforfeedbackGet theWHYClarifyandconfirmAddedvalueSummarizeclose of call5CallsPositiveEscalationClient givespositivefeedbackon the callPositiveclose5CallsAssetretention

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