{"id":17759,"date":"2019-05-29T12:20:12","date_gmt":"2019-05-29T12:20:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-service-performance-review\/"},"modified":"2024-03-15T14:15:08","modified_gmt":"2024-03-15T14:15:08","slug":"customer-service-performance-review","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-service-performance-review\/","title":{"rendered":"Customer Service Performance Review"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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How can a customer service manager know their team's performance without<\/strong> having a performance review<\/strong>? Answer: they can't<\/strong>. <\/p>\n

This works both ways. By running a customer service performance review<\/strong> checklist, you, the manager, can know exactly how well the team is performing.<\/span><\/p>\n

If you want your team to know where they stand - what they do well and where they can improve - <\/em>then you have to develop a process for delivering real-time, continuous feedback<\/em>. - Heidi Zak<\/a>, CEO.<\/span><\/p>\n

By running this checklist every two weeks, you'll gain access to qualitative information<\/strong>, quantitative data<\/strong>, and metrics<\/strong>, so you can pinpoint<\/strong> where your team is succeeding<\/strong>, and where they're falling behind<\/strong>. <\/span>It will also keep you focused on the agenda, <\/strong>ensuring you don't miss a step along the way.<\/span><\/p>\n <\/div>\n<\/section>\n

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Onboarding and training:<\/h2>\n
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This workflow has conditional logic<\/strong> applied. The use of conditional logic means that, depending on the answers given, the next step will be different. For more on conditional logic, our Help Page contains a wealth of information<\/a>.<\/p>\n <\/div>\n<\/section>\n

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Check onboarding status<\/h2>\n
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Answer 'yes' <\/strong>or 'no' <\/strong>via the dropdown <\/strong>below.<\/strong><\/p>\n

When a company grows and scales upward, it's necessary for new employees to join the team to aid the day-to-day running, promotion, and management of the business.<\/p>\n

As a customer service manager, you're at the helm of onboarding<\/strong> new team members. It's important to keep a progress report<\/strong> of employees as they're being onboarded to ensure they're being onboarded correctly and, afterward, are well-trained.<\/p>\n <\/div>\n

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