ClarifyandconfirmAddedvalueClientmentionsthat waseasyClient givespositivefeedbackon the callUse clientsnamethroughoutcallAsk clientforfeedbackGet theWHYSummarizeclose of call5CallsPositiveEscalationAppreciateon close5CallsAssetretentionAsk 2openendedquestionsClientlaughson callAsk clienthow they feelaboutaccountlatelyPositiveclose5CallsClarifyandconfirmAddedvalueClientmentionsthat waseasyClient givespositivefeedbackon the callUse clientsnamethroughoutcallAsk clientforfeedbackGet theWHYSummarizeclose of call5CallsPositiveEscalationAppreciateon close5CallsAssetretentionAsk 2openendedquestionsClientlaughson callAsk clienthow they feelaboutaccountlatelyPositiveclose5Calls

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