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

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