Clientmentionsthat waseasyGet theWHYClarifyandconfirmAsk 2openendedquestionsSummarizeclose of call5CallsClient givespositivefeedbackon the callAsk clientforfeedbackAddedvalueClientlaughson callPositiveclose5CallsUse clientsnamethroughoutcallPositiveEscalationAssetretentionAppreciateon close5CallsAsk clienthow they feelaboutaccountlatelyClientmentionsthat waseasyGet theWHYClarifyandconfirmAsk 2openendedquestionsSummarizeclose of call5CallsClient givespositivefeedbackon the callAsk clientforfeedbackAddedvalueClientlaughson callPositiveclose5CallsUse clientsnamethroughoutcallPositiveEscalationAssetretentionAppreciateon close5CallsAsk clienthow they feelaboutaccountlately

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
  1. Client mentions that was easy
  2. Get the WHY
  3. Clarify and confirm
  4. Ask 2 open ended questions
  5. Summarize close of call 5 Calls
  6. Client gives positive feedback on the call
  7. Ask client for feedback
  8. Added value
  9. Client laughs on call
  10. Positive close 5 Calls
  11. Use clients name throughout call
  12. Positive Escalation
  13. Asset retention
  14. Appreciate on close 5 Calls
  15. Ask client how they feel about account lately