ClarifyandconfirmUse clientsnamethroughoutcallAsk clienthow they feelaboutaccountlatelyGet theWHYPositiveclose5CallsAppreciateon close5CallsSummarizeclose of call5CallsClientmentionsthat waseasyAddedvalueAssetretentionPositiveEscalationAsk 2openendedquestionsAsk clientforfeedbackClient givespositivefeedbackon the callClientlaughson callClarifyandconfirmUse clientsnamethroughoutcallAsk clienthow they feelaboutaccountlatelyGet theWHYPositiveclose5CallsAppreciateon close5CallsSummarizeclose of call5CallsClientmentionsthat waseasyAddedvalueAssetretentionPositiveEscalationAsk 2openendedquestionsAsk clientforfeedbackClient givespositivefeedbackon the callClientlaughson 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. Clarify and confirm
  2. Use clients name throughout call
  3. Ask client how they feel about account lately
  4. Get the WHY
  5. Positive close 5 Calls
  6. Appreciate on close 5 Calls
  7. Summarize close of call 5 Calls
  8. Client mentions that was easy
  9. Added value
  10. Asset retention
  11. Positive Escalation
  12. Ask 2 open ended questions
  13. Ask client for feedback
  14. Client gives positive feedback on the call
  15. Client laughs on call