Client givespositivefeedbackon the callClarifyandconfirmPositiveclose5CallsAssetretentionUse clientsnamethroughoutcallSummarizeclose of call5CallsClientmentionsthat waseasyClientlaughson callGet theWHYAsk 2openendedquestionsAddedvalueAsk clienthow they feelaboutaccountlatelyPositiveEscalationAppreciateon close5CallsAsk clientforfeedbackClient givespositivefeedbackon the callClarifyandconfirmPositiveclose5CallsAssetretentionUse clientsnamethroughoutcallSummarizeclose of call5CallsClientmentionsthat waseasyClientlaughson callGet theWHYAsk 2openendedquestionsAddedvalueAsk clienthow they feelaboutaccountlatelyPositiveEscalationAppreciateon close5CallsAsk clientforfeedback

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