Clientmentionsthat waseasyPositiveclose5CallsClarifyandconfirmAppreciateon close5CallsAsk clientforfeedbackAsk clienthow they feelaboutaccountlatelyClient givespositivefeedbackon the callGet theWHYSummarizeclose of call5CallsClientlaughson callAssetretentionAsk 2openendedquestionsPositiveEscalationAddedvalueUse clientsnamethroughoutcallClientmentionsthat waseasyPositiveclose5CallsClarifyandconfirmAppreciateon close5CallsAsk clientforfeedbackAsk clienthow they feelaboutaccountlatelyClient givespositivefeedbackon the callGet theWHYSummarizeclose of call5CallsClientlaughson callAssetretentionAsk 2openendedquestionsPositiveEscalationAddedvalueUse clientsnamethroughoutcall

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