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

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