{"id":24532,"date":"2020-09-24T13:44:21","date_gmt":"2020-09-24T13:44:21","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-center-agent-training-program-checklist-template\/"},"modified":"2024-03-13T13:24:25","modified_gmt":"2024-03-13T13:24:25","slug":"call-center-agent-training-program-checklist-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-center-agent-training-program-checklist-template\/","title":{"rendered":"Call Center Agent Training Program Checklist Template"},"content":{"rendered":"\n<section id=\"introduction-to-call-center-agent-training-program-checklist-template\">\n <h2>Introduction to Call Center Agent Training Program Checklist Template:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/edfe0dad-ed34-4447-8459-05a684b62df9\/lXaXYyGpeJjTvIz01XtEeg.png\" alt=\"Introduction to Call Center Agent Training Program Checklist Template:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/edfe0dad-ed34-4447-8459-05a684b62df9\/lXaXYyGpeJjTvIz01XtEeg.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>Bad training equals high turnover. <\/strong><\/p>\n  <p>In their <a href=\"https:\/\/info.workinstitute.com\/hubfs\/2020%20Retention%20Report\/Work%20Institutes%202020%20Retention%20Report.pdf\" rel=\"nofollow noopener\" target=\"_blank\">2020 Retention Report<\/a>, <a href=\"https:\/\/workinstitute.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Work Insitute<\/a> found that the <strong>top cause<\/strong> - for the third year in a row - of <strong>employee attrition<\/strong> is lack of c<strong>areer development.<\/strong> At <strong>20 percent,<\/strong> that's nearly twice the amount for work\/life balance (number two reason).&nbsp;<\/p>\n  <p><strong>Call centers are notorious<\/strong> for their attrition rates. With a 2019 average of <a href=\"https:\/\/www.creditdonkey.com\/average-turnover-rate.html\" rel=\"nofollow noopener\" target=\"_blank\">30 - 45 percent,<\/a> it's <strong>well-deserved.<\/strong><\/p>\n  <p><strong>Call center<\/strong> agents need to be adept at a number of <strong>abilities,<\/strong> from the <strong>technical know-how<\/strong> to <a href=\"https:\/\/www.gcsagents.com\/the-complete-guide-call-center-training\" rel=\"nofollow noopener\" target=\"_blank\">soft skills<\/a> such as <strong>empathy.&nbsp;<\/strong><\/p>\n  <p>The fact is: <strong>You won't get that with inexperienced agents.<\/strong><\/p>\n  <p>To <a href=\"https:\/\/www.forbes.com\/sites\/williamcraig\/2018\/07\/31\/making-strategic-investments-in-employee-development-is-crucial-for-success\/\" rel=\"nofollow noopener\" target=\"_blank\">keep the best candidates,<\/a> you need to give them <strong>the tools<\/strong> they need to <strong>succeed.<\/strong> Not only will you gain a <strong>reputation<\/strong> for valuing your employees, but you'll actually <strong>attract higher quality<\/strong> hires as a result.<\/p>\n  <p>A<a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/importance-of-training\" rel=\"nofollow noopener\" target=\"_blank\"> well-trained workforce<\/a> increases<strong> morale, customer satisfaction, productivity,<\/strong> and <strong>performance.<\/strong>&nbsp;<\/p>\n  <p>Make no mistake:&nbsp;<strong>training is an investment.<\/strong>&nbsp;You're putting time and money into an individual you hope will deliver a&nbsp;<strong>first-rate performance<\/strong>&nbsp;and bring back a&nbsp;<strong>hefty ROI.<\/strong>&nbsp;<\/p>\n  <p>At <a href=\"https:\/\/process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street,<\/a> we've created this <strong>checklist<\/strong> to help you <strong>accomplish<\/strong> just that.&nbsp;<\/p>\n  <p><strong>Trainees<\/strong> will be able to <strong>advance<\/strong> through each task, while you can easily <strong>keep track<\/strong> of their progress.<\/p>\n  <hr>\n  <h5>What is Process Street?<\/h5>\n  <p>Process Street is <strong>super-powered checklists.<\/strong><\/p>\n  <p>Our <strong>simple interface<\/strong> lets you create <strong>procedures,<\/strong> run<strong> processes,<\/strong> and integrate with <strong>2,000+ apps<\/strong> to automate your <strong>recurring workflows<\/strong> so your employees can focus on the <strong>really important things.&nbsp;<\/strong><\/p>\n  <p>With Process Street, you'll minimize <strong>human error,<\/strong> increase <strong>accountability,<\/strong>&nbsp;and <strong>empower your employees<\/strong> to complete tasks <strong>efficiently and accurately.<\/strong><\/p>\n  <hr>\n  <p><strong>Ready to optimize your workflow?<\/strong>&nbsp;Let's go!<\/p>\n <\/div>\n<\/section>\n<section id=\"details\">\n <h2>Details:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Checklists should start like all good beginnings: establishing t<strong>he who, what, when, where, and why.<\/strong><br><br>\n   This section deals with inputting all the&nbsp;<strong>essential information<\/strong>&nbsp;about the quality assurance audit.<br><br>\n   Each task has a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop tasks<\/a>&nbsp;in place to make sure&nbsp;<strong>nothing gets left out.<\/strong>&nbsp;<br><br>\n   A&nbsp;<strong>stop task<\/strong>&nbsp;stops a checklist at a particular point,&nbsp;<strong>preventing any task<\/strong>&nbsp;after that point from being completed&nbsp;<strong>until the stop task is complete.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"enter-agent-details\">\n <h2>Enter agent details<\/h2>\n <div class=\"text-content\">\n  <p><strong>First thing's first:<\/strong> Add details of the trainee, their supervisor, and the trainer. Type them in the appropriate form fields below.&nbsp;<\/p>\n  <p>Using the tools on the right,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">you can customize<\/a>&nbsp;this with as much or as little information as you need for each audit.&nbsp;<\/p>\n  <p class=\"style-warning\">If you want to edit this checklist template and its features&nbsp;<strong>(short text, email, dropdown, date entry, etc.)<\/strong>&nbsp;that's easy to do by clicking on the \"edit template\" button.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent ID <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Start date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent location <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Austin\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     San Antonio\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     New Braunfels\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent department <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Service\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Quality Assurance\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Trainer name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Trainer email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"policies-and-procedures\">\n <h2>Policies and Procedures:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>Policies<\/strong>&nbsp;guide individuals in&nbsp;<strong>decision-making<\/strong>&nbsp;and reaching&nbsp;<strong>desired outcomes.&nbsp;<\/strong><br><br>\n   This ensures that&nbsp;<strong>customers<\/strong>&nbsp;receive a&nbsp;<strong>consistent experience,<\/strong> and&nbsp;<strong>employees<\/strong>&nbsp;know what to&nbsp;<strong>expect.<\/strong><br><br>\n   The&nbsp;<strong>following section<\/strong>&nbsp;will cover&nbsp;<strong>these topics:<\/strong><\/p>\n  <ul>\n   <li>the&nbsp;<strong>function<\/strong>&nbsp;of policies<\/li>\n   <li>important company policies to&nbsp;<strong>remember<\/strong><\/li>\n   <li>how policies<strong>&nbsp;impact<\/strong>&nbsp;procedures<\/li>\n   <li><strong>what happens<\/strong>&nbsp;when policies&nbsp;<strong>aren't followed<\/strong><\/li>\n  <\/ul>\n  <p class=\"style-warning\">The final task of this section includes an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval.<\/a> This means the trainer will need to <strong>approve<\/strong> the quiz results before the trainee can <strong>move on.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"learn-the-difference-between-policies-and-procedures\">\n <h2>Learn the difference between policies and procedures<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/2c6683e5-b1a3-44f0-8fae-dd13836217b7\/sXKtzOPcEtpsGsyUmblABw.jpg\" alt=\"Learn the difference between policies and procedures\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/2c6683e5-b1a3-44f0-8fae-dd13836217b7\/sXKtzOPcEtpsGsyUmblABw.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/eMP4sYPJ9x0\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>While&nbsp;<strong>procedures<\/strong>&nbsp;are often<strong>&nbsp;based on policies,<\/strong>&nbsp;the two function very&nbsp;<a href=\"https:\/\/www.process.st\/policies-and-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">differently.&nbsp;<\/a><\/p>\n  <p><strong>Procedures<\/strong>&nbsp;are constantly being&nbsp;<strong>changed and improved<\/strong> to meet different needs.&nbsp;<\/p>\n  <p><strong>Procedures<\/strong>&nbsp;exist in&nbsp;<a href=\"https:\/\/www.bbc.co.uk\/bitesize\/guides\/zqh49j6\/revision\/1\" rel=\"nofollow noopener\" target=\"_blank\">every aspect of our lives.<\/a>&nbsp;These vary from&nbsp;<strong>informal procedures<\/strong>&nbsp;like how you&nbsp;<a href=\"https:\/\/www.process.st\/daily-routine\/\" rel=\"nofollow noopener\" target=\"_blank\">get ready for work<\/a>, to <strong>societal ones<\/strong>&nbsp;such as&nbsp;<strong>paying taxes<\/strong>&nbsp;or&nbsp;<strong>voting in an election.&nbsp;<\/strong><\/p>\n  <p>Procedures&nbsp;<strong>ensure tasks<\/strong>&nbsp;are&nbsp;<a href=\"https:\/\/www.hrmguide.net\/performance\/procedures.htm\" rel=\"nofollow noopener\" target=\"_blank\">done smoothly<\/a>&nbsp;and&nbsp;<strong>without bias, miscommunication, or errors.&nbsp;<\/strong><\/p>\n  <p><strong>Policies<\/strong>,&nbsp;on the other hand,&nbsp;<strong>change infrequently<\/strong>&nbsp;and cover a&nbsp;<strong>broader statement<\/strong> of purpose. Policies are<strong>&nbsp;best used<\/strong>&nbsp;as&nbsp;<strong>a guide<\/strong>&nbsp;when&nbsp;<strong>making decisions.<\/strong>&nbsp;<\/p>\n  <p>Interacting with the&nbsp;<strong>public,<\/strong> by definition, entails a certain amount of <strong>unpredictability.<\/strong> Following <strong>company policies,<\/strong> however, allows you to <strong>make rational decisions<\/strong> in line with company <strong>standards and expectations.<\/strong><strong><\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What purpose do policies serve? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are policies documented within the company? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who is involved in updating procedures? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why are procedures important? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understand-general-policies\">\n <h2>Understand general policies<\/h2>\n <div class=\"text-content\">\n  <p><strong>Policies<\/strong>&nbsp;cover every aspect of how the&nbsp;<strong>company operates.<\/strong>&nbsp;Fortunately, you don't need to memorize all of them.<\/p>\n  <p>There are <strong>several policies,<\/strong> however, that <strong>relate<\/strong> specifically to interactions with <strong>customers<\/strong> and handling <strong>sensitive data.<\/strong>&nbsp;<\/p>\n  <p class=\"style-danger\">It's important to follow these policies in every instance. Violating policy can result in disciplinary action, termination, or even legal consequences.<\/p>\n  <p><strong>Read<\/strong> the <strong>policy guide<\/strong> and <strong>discuss<\/strong> with your <strong>trainer<\/strong> before <strong>answering the questions<\/strong> below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe the types of policies companies often use. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What purpose do policies serve? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are policies documented within the company? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-important-procedures\">\n <h2>Review important procedures<\/h2>\n <div class=\"text-content\">\n  <p><strong>Procedures are the practical application of policies.<\/strong><br><br>\n   Some of the procedures&nbsp;<strong>may seem unnecessary<\/strong>&nbsp;at first, but they have all been developed with the<strong>&nbsp;following in mind:<\/strong><\/p>\n  <ul>\n   <li>satisfy<strong>&nbsp;legal regulations<\/strong>&nbsp;and guidelines<\/li>\n   <li>promote&nbsp;<strong>safety and security<\/strong><\/li>\n   <li>ensure&nbsp;<strong>equality<\/strong><\/li>\n   <li>achieve the&nbsp;<strong>best results<\/strong>&nbsp;in the most efficient manner<\/li>\n  <\/ul>\n  <p>Review the <strong>procedure manual<\/strong> with your <strong>trainer<\/strong> and then <strong>answer the questions<\/strong> below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are procedures updated within the company? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe the steps in a procedure you use every day. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are procedures different from policies? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"take-the-policy-and-procedure-quiz\">\n <h2>Take the policy and procedure quiz<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-danger\">Please&nbsp;<strong>answer<\/strong>&nbsp;the following&nbsp;<strong>questions<\/strong>&nbsp;to the&nbsp;<strong>best of your ability.<\/strong>&nbsp;Once you have finished, your&nbsp;<strong>trainer will review<\/strong>&nbsp;the answers with you, and discuss any&nbsp;<strong>further questions<\/strong>&nbsp;you may have.&nbsp;<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/ed9c6915-a188-4379-ad85-473043f48355\/vDrTeJsXrasFHZhulFBN5Q.jpg\" alt=\"Take the policy and procedure quiz\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/ed9c6915-a188-4379-ad85-473043f48355\/vDrTeJsXrasFHZhulFBN5Q.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/5EKw8Z7CgE4\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is a policy? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A course of action adopted by an organization or individual\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     An established or official way of doing something\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A series of actions or steps to achieve a particular end\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the procedure for requesting time off? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are you allowed to have your cell phone on the call floor? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Never\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes, if turned off\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes, if on silent\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Only for emergencies\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which of these scenarios counts as inappropriate or harassing behavior? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lisa overhears a joke Bob made to Eric and is offended.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Leslie spread a rumor about Eric so no one will speak to him.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bob did an imitation of Leslie that she didn't like, but everyone else found funny.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Martin told Sara she'd be prettier without her hijab.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Mary calls everyone \"honey\".\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the disciplinary procedure? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> If you want to appeal a disciplinary action, what should you do? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-assign-to-trainer\">\n <h2>Approval: Assign to trainer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Take the policy and procedure quiz<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"call-processes\">\n <h2>Call Processes:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>Every part<\/strong> of your interaction <strong>with a customer<\/strong> is important, from the moment y<strong>ou answer<\/strong> the phone until the moment t<strong>hey hang up.&nbsp;<\/strong><br><br>\n   The <strong>following tasks<\/strong> will guide you through <strong>every step<\/strong> of the call process.&nbsp;<br><br>\n   If you are<strong> unsure<\/strong> about any aspect of the process or have any <strong>questions,<\/strong> please <strong>speak to your trainer.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"know-how-to-open-a-call\">\n <h2>Know how to open a call<\/h2>\n <div class=\"text-content\">\n  <p>Any time <strong>you interact<\/strong> with a customer, <strong>you represent<\/strong> the company.<\/p>\n  <p>If the customer perceives you as <strong>rude or dismissive,<\/strong> they will have a <strong>negative impression.<\/strong> If you are <strong>friendly and helpful,<\/strong> they will feel more <strong>positively.&nbsp;<\/strong><\/p>\n  <p>Discuss the following procedure with your training group:<\/p>\n  <ul>\n   <li>Be prepared<\/li>\n   <li>Answer within 20 seconds<\/li>\n   <li>Answer with a smile<\/li>\n   <li>Identify self<\/li>\n   <li>Identify company<\/li>\n   <li>Verify caller's identity<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"note-useful-problemsolving-tactics\">\n <h2>Note useful problem-solving tactics<\/h2>\n <div class=\"text-content\">\n  <p><strong>Effective problem-solving<\/strong> makes up a large part of your <strong>daily responsibilities.<\/strong>&nbsp;<\/p>\n  <p>Unfortunately, <a href=\"http:\/\/www.spicecsm.com\/blog\/effective-problem-solving-9-steps-contact-center-agents-and-managers-can-take\" rel=\"nofollow noopener\" target=\"_blank\">there's no formula<\/a> that <strong>works every time.<\/strong><\/p>\n  <p>Customers <strong>may be upset<\/strong> and <strong>need to vent.<\/strong> They may be <strong>confused, frustrated,<\/strong> or even <strong>unsure what the problem is.&nbsp;<\/strong><\/p>\n  <p>As the <strong>agent<\/strong> handling their situation, though, you need to remain <strong>calm and composed<\/strong> throughout.&nbsp;<\/p>\n  <p><strong>Discuss<\/strong> how the <strong>following tactics<\/strong> can help you <strong>solve problems<\/strong> in the future:<\/p>\n  <ul>\n   <li>Ask appropriate and relevant questions<\/li>\n   <li>Take ownership of caller's problem<\/li>\n   <li>Assure of willingness to help<\/li>\n   <li>Demonstrate empathy with customer's situation<\/li>\n   <li>Restate customer's needs<\/li>\n   <li>Ask what solution customer would like<\/li>\n   <li>Set appropriate expectations and timeframes<\/li>\n   <li>Use positive phrasing<\/li>\n  <\/ul>\n  <p><strong>Can you think of other tips for effective problem-solving?<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"learn-the-correct-transferring-procedure\">\n <h2>Learn the correct transferring procedure<\/h2>\n <div class=\"text-content\">\n  <p>Customers do not like&nbsp;<a href=\"https:\/\/siliconangle.com\/2012\/02\/03\/getting-transferred-tops-the-list-of-reasons-we-hate-customer-service-infographic\/\" rel=\"nofollow noopener\" target=\"_blank\">being transferred.&nbsp;<\/a><\/p>\n  <p>Sometimes, though,<strong>&nbsp;it's unavoidable.<\/strong><\/p>\n  <p>In those cases, you need to have the appropriate <a href=\"https:\/\/www.thebalancecareers.com\/top-soft-skills-for-customer-service-jobs-2063746\" rel=\"nofollow noopener\" target=\"_blank\">soft skills<\/a>&nbsp;to&nbsp;<strong>reassure the customer,<\/strong>&nbsp;but also the technical skills to&nbsp;<strong>transfer the call without dropping it.<\/strong><\/p>\n  <ul>\n   <li>Identify department customer will be transferred to<\/li>\n   <li>Explain why customer is being transferred<\/li>\n   <li>Describe transfer process to customer and set expectations<\/li>\n   <li>Ask customer for permission to place on hold and transfer<\/li>\n   <li>Brief the transfer agent of customer's situation<\/li>\n   <li>Make sure call isn't dropped while transferring<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"understand-the-importance-of-crossselling-and-upselling\">\n <h2>Understand the importance of cross-selling and upselling<\/h2>\n <div class=\"text-content\">\n  <p>It's undeniable that&nbsp;<strong>cross-selling and upselling<\/strong>&nbsp;are valuable tools for&nbsp;<strong>increasing revenue.<\/strong><\/p>\n  <p>You have a<strong>&nbsp;60-70% chance<\/strong>&nbsp;of&nbsp;<a href=\"https:\/\/blog.hubspot.com\/service\/cross-selling\" rel=\"nofollow noopener\" target=\"_blank\">cross-selling to a current customer,<\/a>&nbsp;while there's&nbsp;<strong>only a 5-20% chance<\/strong>&nbsp;of converting a new prospect.<\/p>\n  <p>As a <strong>sales agent,<\/strong> you need to be at the t<strong>op of your game<\/strong> so you don't inadvertently <strong>alienate your customer<\/strong> in the process.<\/p>\n  <p>Use the following procedure to <strong>successfully upsell<\/strong> a customer:<\/p>\n  <ul>\n   <li>Understand customer's relationship to company<\/li>\n   <li>Identify\/create need<\/li>\n   <li>Offer appropriate product or service<\/li>\n   <li>Explain cost<\/li>\n   <li>Relate features to benefits<\/li>\n   <li>Manage any questions and objections<\/li>\n  <\/ul>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/6adf9ca6-2169-48a9-9618-9509bbf2e0d3\/nFz7jbB2TkMI8rSNb8FI8Q.jpg\" alt=\"Understand the importance of cross-selling and upselling\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/6adf9ca6-2169-48a9-9618-9509bbf2e0d3\/nFz7jbB2TkMI8rSNb8FI8Q.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/cYUMaCqMYvI\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"establish-expectations-of-professionalism-on-call\">\n <h2>Establish expectations of professionalism on call<\/h2>\n <div class=\"text-content\">\n  <p>Agents need to<a href=\"https:\/\/www.salesforce.com\/products\/service-cloud\/best-practices\/call-center-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;connect with the customer,<\/a>&nbsp;while still behaving professionally.&nbsp;<\/p>\n  <p>After all, <strong>you represent<\/strong> the company's <strong>values and ethos<\/strong>&nbsp;to your customer.<\/p>\n  <p><strong>Every action<\/strong> you take should<strong>&nbsp;reflect positively<\/strong> on our <strong>products, services,<\/strong> and <strong>company.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What does \"professionalism\" mean to you? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How do you expect to be treated as a customer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identify a few ways you could establish rapport with a customer. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"discuss-appropriate-selling-methods\">\n <h2>Discuss appropriate selling methods<\/h2>\n <div class=\"text-content\">\n  <p><a href=\"https:\/\/blog.hubspot.com\/marketing\/sales-stereotypes\" rel=\"nofollow noopener\" target=\"_blank\">Sales reps have a bad rep.<\/a><\/p>\n  <p>Tell someone you're in<strong> sales<\/strong>, and many people will conjure an image of a <strong>smarmy<\/strong> used car dealer, or an <strong>aggressive<\/strong> man in a suit.&nbsp;<\/p>\n  <p>We know those are just stereotypes, though. But <strong>how do you sell<\/strong> when the <strong>customer<\/strong> already <strong>expects the worse?&nbsp;<\/strong><\/p>\n  <p>While it helps to be gregarious sometimes, you also need to be able to&nbsp;<strong>step back, listen, and build rapport<\/strong>&nbsp;with your customers.&nbsp;<\/p>\n  <p>It can be a fine line between&nbsp;<strong>connecting with a customer,<\/strong>&nbsp;and talking too much on a call.&nbsp;<\/p>\n  <p>Hitting <strong>the markers<\/strong> on the list below, however, will go a long way to helping you <strong>close that sale.&nbsp;<\/strong><\/p>\n  <ul>\n   <li>Display knowledge of product\/service<\/li>\n   <li>Establish rapport with customer<\/li>\n   <li>Tie features to benefits<\/li>\n   <li>Appropriately manage objections<\/li>\n   <li>Explain cost and payment<\/li>\n   <li>Use upsell techniques to package similar items<\/li>\n   <li>Use assumptive close when buying signals present<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"examine-necessary-legal-regulations-and-requirements\">\n <h2>Examine necessary legal regulations and requirements<\/h2>\n <div class=\"text-content\">\n  <p>No matter where your company is located, or what industry you're in,&nbsp;<strong>there will be legal regulations<\/strong>&nbsp;that must be followed.&nbsp;<\/p>\n  <p>Many of our <strong>company policies<\/strong> are built around meeting <strong>these regulations,<\/strong> but as an <strong>international<\/strong> company, there will sometimes be<strong> laws in other countries<\/strong> that must be taken into <strong>consideration.&nbsp;<\/strong><\/p>\n  <p>In addition to <strong>your own<\/strong> and the company's <strong>compliance<\/strong> with these regulations, <strong>understanding<\/strong> them will also allow you to <strong>explain our policies<\/strong> more adequately to our <strong>customers.<\/strong>&nbsp;<\/p>\n  <p class=\"style-danger\">Violating these regulations can be costly - for you, the customer, and even the company. In certain cases, you may even face prosecution.<\/p>\n  <p>It keeps <strong>everyone<\/strong> operating on the same,&nbsp;<strong>consistent level of service<\/strong>&nbsp;with no <strong>unpleasant surprises<\/strong> - which is exactly what you want.<\/p>\n  <p><strong>Discuss<\/strong> some of the regulations below <strong>with your group.<\/strong> Why do you think these <strong>regulations are in place?<\/strong><\/p>\n  <ul>\n   <li>Always verify customer's identity<\/li>\n   <li>Do not give out confidential information<\/li>\n   <li>Provide relevant disclosures and terms of service<\/li>\n   <li>Obtain customer consent for all transactions<\/li>\n   <li>Do not provide false information or guarantees<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"practice-procedure-for-ending-a-call\">\n <h2>Practice procedure for ending a call<\/h2>\n <div class=\"text-content\">\n  <p>You may not realize it, but<strong>&nbsp;finishing a call correctly<\/strong>&nbsp;is as important as the call itself.&nbsp;<\/p>\n  <p>The&nbsp;<strong>wrong ending<\/strong>&nbsp;to a call can be&nbsp;<strong>disastrous in terms of customer perception.<\/strong><\/p>\n  <p>You may perform every step correctly, and then flub the wrap-up by <strong>cutting the customer off.<\/strong><\/p>\n  <p>That's&nbsp;<a href=\"https:\/\/www.customerthermometer.com\/customer-service\/excellent-customer-service-phrases\/\" rel=\"nofollow noopener\" target=\"_blank\">what your customer will remember. <\/a>And they <strong>won't be happy<\/strong> about it.<\/p>\n  <p>That can be <strong>avoided<\/strong> by using the actions below.<\/p>\n  <ul>\n   <li>Confirm payment<\/li>\n   <li>Restate actions taken for customer<\/li>\n   <li>Explain timeline and expectations<\/li>\n   <li>Offer additional assistance<\/li>\n   <li>Thank customer for calling<\/li>\n   <li>Allow customer to hang up first<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"roleplay-the-following-scenarios\">\n <h2>Roleplay the following scenarios<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/a35c1285-8188-4cd1-a8e7-0afaaba65c15\/rEwbS8Sw3vwnrkVweHJITw.jpg\" alt=\"Roleplay the following scenarios\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/a35c1285-8188-4cd1-a8e7-0afaaba65c15\/rEwbS8Sw3vwnrkVweHJITw.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/T4ZXKRXJWoE\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>Roleplaying<\/strong>&nbsp;is an important&nbsp;<strong>training tool<\/strong>&nbsp;that allows you to&nbsp;<strong>build confidence<\/strong>&nbsp;with new skills.<\/p>\n  <p>When it comes time for you to&nbsp;<strong>implement<\/strong> these interactions during a <strong>real call,<\/strong>&nbsp;you'll be&nbsp;<strong>assured in your abilities.<\/strong>&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Basic customer question\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Handling an angry\/irate customer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Documenting customer feedback\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Taking a credit card payment\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Processing a sale\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Request for a supervisor\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are some interactions you feel could have gone better? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What would you do if you felt unsure what to do on a call? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"training-quiz\">\n <h2>Training Quiz:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The&nbsp;<strong>last sectio<\/strong>n includes a&nbsp;<strong>quiz<\/strong>&nbsp;on the materials you've covered so far. This quiz is merely to ensure you have a&nbsp;<strong>solid understanding<\/strong>&nbsp;of our expectations for our agents.<br><br><strong>Don't worry<\/strong>&nbsp;if you get a question wrong; your&nbsp;<strong>trainer will review<\/strong>&nbsp;with you any items that you are&nbsp;<strong>still unclear<\/strong>&nbsp;about.<\/p>\n  <hr>\n  <p class=\"style-warning\">Once the&nbsp;<strong>trainee<\/strong>&nbsp;completes the&nbsp;<strong>quiz,<\/strong>&nbsp;the&nbsp;<strong>trainer<\/strong>&nbsp;will be asked to <strong>approve<\/strong> the results.&nbsp;<br><br>\n   An <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval<\/a>&nbsp;is a&nbsp;<strong>powerful feature<\/strong>&nbsp;that streamlines the <strong>authorization process.<\/strong> By approving the results, the trainer <strong>confirms<\/strong> the trainee has <strong>answered<\/strong> every question <strong>correctly.&nbsp;<\/strong><br><br>\n   If an answer is&nbsp;<strong>incorrect,<\/strong>&nbsp;the trainer can&nbsp;<strong>reject<\/strong> the results and the <strong>trainee<\/strong> must perform the quiz again after a<strong> review. <\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"take-the-training-quiz\">\n <h2>Take the training quiz<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-danger\">Please&nbsp;<strong>answer<\/strong>&nbsp;the following&nbsp;<strong>questions<\/strong>&nbsp;to the&nbsp;<strong>best of your ability.<\/strong>&nbsp;Once you have finished, your&nbsp;<strong>trainer will review<\/strong>&nbsp;the answers with you, and discuss any&nbsp;<strong>further questions<\/strong>&nbsp;you may have.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the most important thing you must do before transferring a customer? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Put the customer on hold\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Ask the customer for permission\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Explain why the customer is being transferred\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Ask if you can help in another way\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why should you always wait for the customer to hang up first? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are there any circumstances in which you should violate company policy? Why or why not? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why is it important to verify a customer's identity? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Establish rapport\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Protect sensitive information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Understand the customer's needs\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sell more appropriate services\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the definition of harassment per company policy? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Should you reveal personal information about yourself to a customer? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Only if they ask\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Only if it's relevant\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Only if it will make a sale\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes - it doesn't matter\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - never give out personal information to a customer\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Under what circumstances are you allowed to terminate a call without consent? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer is annoying\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer is verbally abusive\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer has been warned 3 times call will be terminated\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I don't know the answer to the customer's question\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     It's time for me to clock out\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the purpose in repeating information back to the customer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> We are legally required to notify customers that calls are recorded. <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe the procedure for taking payment over the phone. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-assign-to-trainer-1\">\n <h2>Approval: Assign to trainer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Take the training quiz<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"complete-training-program\">\n <h2>Complete training program<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Congratulations!<\/strong><br><br>\n   You have&nbsp;<strong>successfully completed<\/strong>&nbsp;the Call Center Agent Training Program!<br><br>\n   Your trainer will now forward your results, and your new&nbsp;<strong>supervisor<\/strong>&nbsp;will&nbsp;<strong>coordinate<\/strong>&nbsp;with you for&nbsp;<strong>your first shift.<\/strong>&nbsp;<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/1a0699b9-aed5-481b-9a61-03549d4f929f\/rXbovc-Ps-4urUS4fflLRw.jpg\" alt=\"Complete training program\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/1a0699b9-aed5-481b-9a61-03549d4f929f\/rXbovc-Ps-4urUS4fflLRw.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/rlN2oZ8z4mU\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"trainer-tasks\">\n <h2>Trainer Tasks:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">The&nbsp;<strong>final section<\/strong>&nbsp;is for the&nbsp;<strong>trainer<\/strong>&nbsp;to do.&nbsp;<br><br>\n   These&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">tasks<\/a>&nbsp;make use of several dynamic&nbsp;<a href=\"https:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;features:&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a>, and the&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a>.&nbsp;<br><br>\n   Check out the&nbsp;<strong>video<\/strong>&nbsp;below for a brief overview of&nbsp;<strong>Conditional Logic!<\/strong><br><br><em>(We also have an entire&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/where-can-i-find-past-webinars\/\" rel=\"nofollow noopener\" target=\"_blank\">webinar<\/a>&nbsp;on Conditional Logic that you can<a href=\"https:\/\/youtu.be\/12-njGvVKzY\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;access here.<\/a>)<\/em><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cTYQ0ogPilg?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Conditional Logic: Create Branching Processes\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-your-recommendation-for-trainee\">\n <h2>Determine your recommendation for trainee<\/h2>\n <div class=\"text-content\">\n  <p>After&nbsp;<strong>reviewing<\/strong>&nbsp;the trainee's quiz and overall&nbsp;<strong>performance<\/strong>&nbsp;during training, you must now&nbsp;<strong>recommend<\/strong>&nbsp;whether or not you feel they are&nbsp;<strong>prepared<\/strong>&nbsp;to move to the call floor.<\/p>\n  <p><strong>Think carefully<\/strong>&nbsp;about your recommendation, and use the&nbsp;<strong>long text field<\/strong>&nbsp;below to&nbsp;<strong>document the reasons<\/strong>&nbsp;behind your decision.&nbsp;<\/p>\n  <p>Once you've completed this task, you'll forward the results to the trainee's supervisor.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the trainee pass the quiz? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the trainee demonstrate a thorough knowledge of policies and procedures? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the trainee possess a thorough knowledge of products and services? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task utilizes&nbsp;<strong>conditional logic.&nbsp;<\/strong><br><br><strong>If<\/strong>&nbsp;the training has been&nbsp;<strong>successful, then<\/strong>&nbsp;a task to send a&nbsp;<strong>positive recommendation<\/strong>&nbsp;will apear.<br><br><strong>If<\/strong>&nbsp;the training has been&nbsp;<strong>unsuccessful, then<\/strong>&nbsp;a task to send a&nbsp;<strong>negative recommendation<\/strong>&nbsp;will appear.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do you recommend the trainee graduates from the training program? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - needs to review agent training further\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - not suitable agent\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Explain your decision. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"notify-supervisor-training-is-successful\">\n <h2>Notify supervisor training is successful<\/h2>\n <div class=\"text-content\">\n  <p>In this task, <a href=\"https:\/\/www.process.st\/help\/?s=variables&amp;ht-kb-search=1&amp;lang=\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a> have been used to<strong> populate<\/strong> an email from <strong>data entered previously<\/strong> in the checklist.<\/p>\n  <p><strong>Variables<\/strong> can be added to <strong>text and email<\/strong> widgets to display <strong>'variable' information<\/strong> unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>&nbsp;of a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>.<\/p>\n  <p>The <a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a> allows you to send <strong>pre-written emails<\/strong> with the click of a button.<\/p>\n  <p class=\"style-danger\" style=\"text-align: center;\">Only send this email if the trainee <strong>has passed<\/strong> the training program.<\/p>\n <\/div>\n<\/section>\n<section id=\"notify-supervisor-training-is-not-successful\">\n <h2>Notify supervisor training is not successful<\/h2>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/workinstitute.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Work Institute<\/a> - <a href=\"https:\/\/info.workinstitute.com\/hubfs\/2020%20Retention%20Report\/Work%20Institutes%202020%20Retention%20Report.pdf\" rel=\"nofollow noopener\" target=\"_blank\">2020 Retention Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.creditdonkey.com\/blog\/business\/\" rel=\"nofollow noopener\" target=\"_blank\">CreditDonkey<\/a> - <a href=\"https:\/\/www.creditdonkey.com\/average-turnover-rate.html\" rel=\"nofollow noopener\" target=\"_blank\">Average Turnover Rate<\/a><\/li>\n   <li><a href=\"https:\/\/www.gcsagents.com\/\" rel=\"nofollow noopener\" target=\"_blank\">GCS<\/a> - <a href=\"https:\/\/www.gcsagents.com\/the-complete-guide-call-center-training\" rel=\"nofollow noopener\" target=\"_blank\">The Complete Guide to Call Center Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/webpagefx\/\" rel=\"nofollow noopener\" target=\"_blank\">William Craig<\/a> - <a href=\"https:\/\/www.forbes.com\/sites\/williamcraig\/2018\/07\/31\/making-strategic-investments-in-employee-development-is-crucial-for-success\/\" rel=\"nofollow noopener\" target=\"_blank\">Making Strategic Investments in Employee Development is Crucial for Success<\/a><\/li>\n   <li><a href=\"https:\/\/www.indeed.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Indeed<\/a> - <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/importance-of-training\" rel=\"nofollow noopener\" target=\"_blank\">The Importance of Training Employees: 11 Benefits<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/adamharrisonhenshall\/\" rel=\"nofollow noopener\" target=\"_blank\">Adam Henshall<\/a> - <a href=\"https:\/\/www.process.st\/policies-and-procedures\/\" rel=\"nofollow noopener\" target=\"_self\">Processes, Policies, and Procedures: Important Distinctions to Systemize Your Business<\/a><\/li>\n   <li><a href=\"http:\/\/www.spicecsm.com\/\" rel=\"nofollow noopener\" target=\"_blank\">SpiceCSM<\/a> - <a href=\"http:\/\/www.spicecsm.com\/blog\/effective-problem-solving-9-steps-contact-center-agents-and-managers-can-take\" rel=\"nofollow noopener\" target=\"_blank\">Effective Problem Solving: 9 Steps Contact Center Agents and Managers Can Take<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/mariadeutscher1\" rel=\"nofollow noopener\" target=\"_blank\">Maria Deutscher<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/siliconangle.com\/2012\/02\/03\/getting-transferred-tops-the-list-of-reasons-we-hate-customer-service-infographic\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting \"Transferred\" Tops the List of Reasons We Hate Customer Service<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/soph_bern\" rel=\"nofollow noopener\" target=\"_blank\">Sophia Bernazzani<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/blog.hubspot.com\/service\/cross-selling\" rel=\"nofollow noopener\" target=\"_blank\">Cross-Selling and Up-Selling: The Ultimate Guide<\/a><\/li>\n   <li><a href=\"https:\/\/www.salesforce.com\/\" rel=\"nofollow noopener\" target=\"_blank\">SalesForce<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.salesforce.com\/products\/service-cloud\/best-practices\/call-center-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Proven Call Center Best Practices: 6 Things a Rep Should Never Say<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/emmajs24\" rel=\"nofollow noopener\" target=\"_blank\">Emma Brudner<\/a> - <a href=\"https:\/\/blog.hubspot.com\/marketing\/sales-stereotypes\" rel=\"nofollow noopener\" target=\"_blank\">13 Stereotypes of Salespeople: Debunked<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/lindsaywillott\/\" rel=\"nofollow noopener\" target=\"_blank\">Lindsay Willott<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.customerthermometer.com\/customer-service\/excellent-customer-service-phrases\/\" rel=\"nofollow noopener\" target=\"_blank\">Excellent Customer Service Phrases Every Team Should Use<\/a><\/li>\n   <li><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related Checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Structure Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-audit-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Audit Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-customer-service-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Customer Service Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Sales Quality Assurance Form&nbsp;<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-outbound-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Outbound Sales Quality Assurance Form<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-helpdesk-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Helpdesk Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-qa-agent-training-process-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance (QA) Agent Training Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-metrics-calculation-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Metrics Calculation Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-supervisor-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Supervisor Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/manager-weekly-report-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Manager Weekly Report Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sla-metrics-tracking\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center SLA Management Checklist Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Training Plan Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-training-process-5\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/diversity-training-process-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Training Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/records-management-training-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Complaint Procedure<\/a>\u2003\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-development-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Plan<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-performance-review-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Performance Review Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-representative-job-description-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Job Description Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist\u2003<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/contact-prospects-via-phone-and-email-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Contact Prospects via Phone and Emai<\/a>l\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Complaint Procedure<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback\u2003<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Call Center Agent Training Program Checklist Template: Bad training equals high turnover. In their 2020 Retention Report, Work Insitute found that the top cause - for the third year in a row - of employee attrition is lack of career development. At 20 percent, that's nearly twice the amount for work\/life balance (number [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24533,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83c\udfa7","cover_icon_url":"","tasks_count":"29","template_description":"This checklist should be run for every employee beginning the training program.","template_id":"iXap92eKQEtgcHRFVVtFLA","task_0":"Introduction to Call Center Agent Training Program Checklist Template:","task_slug_0":"introduction-to-call-center-agent-training-program-checklist-template","task_1":"Details:","task_slug_1":"details","task_2":"Enter agent details","task_slug_2":"enter-agent-details","task_3":"Policies and Procedures:","task_slug_3":"policies-and-procedures","task_4":"Learn the difference between policies and 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call","task_slug_14":"establish-expectations-of-professionalism-on-call","task_15":"Discuss appropriate selling methods","task_slug_15":"discuss-appropriate-selling-methods","task_16":"Examine necessary legal regulations and requirements","task_slug_16":"examine-necessary-legal-regulations-and-requirements","task_17":"Practice procedure for ending a call","task_slug_17":"practice-procedure-for-ending-a-call","task_18":"Roleplay the following scenarios","task_slug_18":"roleplay-the-following-scenarios","task_19":"Training Quiz:","task_slug_19":"training-quiz","task_20":"Take the training quiz","task_slug_20":"take-the-training-quiz","task_21":"Approval: Assign to trainer","task_slug_21":"approval-assign-to-trainer-1","task_22":"Complete training program","task_slug_22":"complete-training-program","task_23":"Trainer Tasks:","task_slug_23":"trainer-tasks","task_24":"Determine your recommendation for trainee","task_slug_24":"determine-your-recommendation-for-trainee","task_25":"Notify 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