Asked afact-findingquestion.Asked client if theyhadquestions/concern.Goodtone ofvoice.Providedempathystatements.UsedSoftSkills. Agentrecapped theconversation. Used open-endedquestions withWhat, When,or How.DiscussedClientPortal.Agentproperlygreetedclient.AgentprovidedClient PortalBenefits.NoDeadAir.Explainedallavailableoptions.AgentupdatedBudget andHardshipChange.AgentNarratedSteps.Agentverifiedthe client.SaidThankyou forholding.Identifiedas a ClientSuccessChampion.Agent wasprofessional.Agent didnot talkover theclient.Agent usedappropriatetone.MentionedSurvey.Confirmedwith clientbeforeplacing themon hold.MentionedProgramBenefits.Agent wasempathetic.Asked afact-findingquestion.Asked client if theyhadquestions/concern.Goodtone ofvoice.Providedempathystatements.UsedSoftSkills. Agentrecapped theconversation. Used open-endedquestions withWhat, When,or How.DiscussedClientPortal.Agentproperlygreetedclient.AgentprovidedClient PortalBenefits.NoDeadAir.Explainedallavailableoptions.AgentupdatedBudget andHardshipChange.AgentNarratedSteps.Agentverifiedthe client.SaidThankyou forholding.Identifiedas a ClientSuccessChampion.Agent wasprofessional.Agent didnot talkover theclient.Agent usedappropriatetone.MentionedSurvey.Confirmedwith clientbeforeplacing themon hold.MentionedProgramBenefits.Agent wasempathetic.

CS/CE Call Flow Bingo - 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. Asked a fact-finding question.
  2. Asked client if they had questions/concern.
  3. Good tone of voice.
  4. Provided empathy statements.
  5. Used Soft Skills.
  6. Agent recapped the conversation.
  7. Used open-ended questions with What, When, or How.
  8. Discussed Client Portal.
  9. Agent properly greeted client.
  10. Agent provided Client Portal Benefits.
  11. No Dead Air.
  12. Explained all available options.
  13. Agent updated Budget and Hardship Change.
  14. Agent Narrated Steps.
  15. Agent verified the client.
  16. Said Thank you for holding.
  17. Identified as a Client Success Champion.
  18. Agent was professional.
  19. Agent did not talk over the client.
  20. Agent used appropriate tone.
  21. Mentioned Survey.
  22. Confirmed with client before placing them on hold.
  23. Mentioned Program Benefits.
  24. Agent was empathetic.