Client givespositivefeedbackon the callSummarizeclose of call5CallsPositiveclose5CallsGet theWHYUse clientsnamethroughoutcallAsk 2openendedquestionsAsk clientforfeedbackAppreciateon close5CallsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlatelyPositiveEscalationAssetretentionAddedvalueClarifyandconfirmClientlaughson callClient givespositivefeedbackon the callSummarizeclose of call5CallsPositiveclose5CallsGet theWHYUse clientsnamethroughoutcallAsk 2openendedquestionsAsk clientforfeedbackAppreciateon close5CallsClientmentionsthat waseasyAsk clienthow they feelaboutaccountlatelyPositiveEscalationAssetretentionAddedvalueClarifyandconfirmClientlaughson 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. Client gives positive feedback on the call
  2. Summarize close of call 5 Calls
  3. Positive close 5 Calls
  4. Get the WHY
  5. Use clients name throughout call
  6. Ask 2 open ended questions
  7. Ask client for feedback
  8. Appreciate on close 5 Calls
  9. Client mentions that was easy
  10. Ask client how they feel about account lately
  11. Positive Escalation
  12. Asset retention
  13. Added value
  14. Clarify and confirm
  15. Client laughs on call