{"id":24547,"date":"2020-09-24T13:46:43","date_gmt":"2020-09-24T13:46:43","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-center-helpdesk-quality-assurance-form\/"},"modified":"2024-03-13T13:39:42","modified_gmt":"2024-03-13T13:39:42","slug":"call-center-helpdesk-quality-assurance-form","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-center-helpdesk-quality-assurance-form\/","title":{"rendered":"Call Center Helpdesk Quality Assurance Form"},"content":{"rendered":"\n<section id=\"introduction-to-call-center-help-desk-quality-assurance-form\">\n <h2>Introduction to Call Center Help Desk Quality Assurance Form:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/2702a334-945b-426e-a50b-2cbe05c95058\/hHJkE654cotptfkkhlBH2Q.png\" alt=\"Introduction to Call Center Help Desk Quality Assurance Form:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/2702a334-945b-426e-a50b-2cbe05c95058\/hHJkE654cotptfkkhlBH2Q.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>With innovations in <strong>AI-powered applications and innovations in IVR<\/strong> technology, <a href=\"https:\/\/uk.niceincontact.com\/blog\/self-service-in-the-modern-call-center-key-considerations-for-technology-and-strategy\" rel=\"nofollow noopener\" target=\"_blank\">customer self-service<\/a> is becoming <strong>increasingly popular<\/strong> with both <strong>customers and agents.&nbsp;<\/strong><\/p>\n  <p>As smart as chatbots have gotten, though, some problems still need good, old-fashioned <strong>human ingenuity.<\/strong><\/p>\n  <p>Helpdesk agents need to possess a <strong>wide range of skills<\/strong>, and an <strong>unflappable demeanor<\/strong> to resolve issues for your <strong>often frustrated, and even angry,<\/strong> customers. <strong>You want them at the very top of their game.<\/strong><\/p>\n  <p><strong>Quality assurance audits<\/strong>&nbsp;will make sure that happens. Every call. Every customer. Every agent.<\/p>\n  <p>I feel you.&nbsp;<strong>Call center quality assurance audits are not fun.<\/strong>&nbsp;No one likes them - not the auditors, not the supervisors, and definitely not the agents. But they're a necessary evil, right?<\/p>\n  <p><strong>Wrong.<\/strong>&nbsp;With this checklist template, I'm going to walk you through how&nbsp;<a href=\"http:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;can make your QA auditing experience&nbsp;<strong>fun, fast, and faultless,<\/strong>&nbsp;so it's no longer something your employees dread, but a vital tool to help them&nbsp;<strong>reach their full potential.<\/strong><\/p>\n  <p>Using&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/files\/Verint%20QA%20Guide.FINAL.October%202009.pdf\" rel=\"nofollow noopener\" target=\"_blank\">recommendations and guides<\/a>&nbsp;from&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DMG Consulting,<\/a>&nbsp;we've created a checklist of the&nbsp;<strong>most common situations<\/strong> your agents will handle. Bear in mind, this is just a template so it may not cover every eventuality, but that does mean <strong>you can easily customize it<\/strong>&nbsp;to fit your call center like a glove.<\/p>\n  <h5>So what is Process Street?<\/h5>\n  <p>Process Street&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n  <p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/checklist\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n  <p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/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&nbsp;<strong>the 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-audit-details\">\n <h2>Enter audit details<\/h2>\n <div class=\"text-content\">\n  <p>First thing's first: Add names and emails of the agent, the agent supervisor, and the quality assurance auditor. Type them in the appropriate form fields below.<\/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 employee number <\/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 <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Auditor name <\/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> Audit 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<\/section>\n<section id=\"provide-call-details\">\n <h2>Provide call details<\/h2>\n <div class=\"text-content\">\n  <p>There are two main methods to perform call center quality assurance audits.&nbsp;<\/p>\n  <p>Audits can be done in&nbsp;<strong>\"real time\",<\/strong>&nbsp;where quality assurance auditors&nbsp;<strong>monitor a call while it happens.<\/strong>&nbsp;This is either done by the auditor accessing the agent's system remotely, or by having the auditor sit next to the agent during the call.&nbsp;<\/p>\n  <p>The other alternative is to use&nbsp;<strong>recorded calls.<\/strong>&nbsp;This method is more convenient for the auditor, and&nbsp;<strong>can happen any time<\/strong>&nbsp;- even while the agent isn't working.&nbsp;<\/p>\n  <p>Either way, it's good to have a record of the call details for reference.&nbsp;<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3be9df76-2947-424a-b9b9-b6dd070ec3b9\/kKKwdyW_saB9s8lY9MNLmw.jpg\" alt=\"Provide call details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3be9df76-2947-424a-b9b9-b6dd070ec3b9\/kKKwdyW_saB9s8lY9MNLmw.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\/RLw-UC03Gwc\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Caller 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> Customer ID <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Call type <\/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     Sales help\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     Technical support\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     Returns and refunds\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     Order tracking\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     Complaint\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Call 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<\/section>\n<section id=\"audit\">\n <h2>Audit:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Some of the tasks apply&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_self\">conditional logic<\/a>, which uses&nbsp;<strong>if\/then statements&nbsp;<\/strong>to <strong>hide irrelevant fields or tasks<\/strong> unless they meet the right criteria.<br><br>\n   Check out this video for a brief overview of <strong>what conditional logic can do!<\/strong><\/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   Check out what conditional logic can do!\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-1-check-agents-initial-greeting\">\n <h2>Section 1: Check agent's initial greeting<\/h2>\n <div class=\"text-content\">\n  <p><strong>Call centers are often strapped for resources.<\/strong>&nbsp;You have a lot of agents, a lot of calls, high turnover, and not much time. Your QA auditors may even be fresh out of training.&nbsp;<\/p>\n  <p>Don't worry - we've got you covered. This template is designed so even&nbsp;<strong>your most inexperienced agent can follow the steps<\/strong>&nbsp;and&nbsp;<a href=\"https:\/\/www.evaluagent.com\/blog\/guide-to-call-centre-quality-assurance\" rel=\"nofollow noopener\" target=\"_blank\">provide constructive feedback.<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 10 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did agent follow company policy when greeting the customer? <\/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     Prepared for call. [2 points]\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     Answered call within 20 seconds. [2 points]\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     Properly identified self. [2 points]\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     Identified company. [2 points]\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     Verified caller's identity. [2 points]\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 1 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">You can make note of&nbsp;<strong>any feedback or guidance<\/strong>&nbsp;you have for the agent in the&nbsp;<strong>long text box<\/strong>&nbsp;below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Greeting feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-2-evaluate-agents-troubleshooting-ability\">\n <h2>Section 2: Evaluate agent's troubleshooting ability<\/h2>\n <div class=\"text-content\">\n  <p>The simplest way to score an audit is with a&nbsp;<strong>100 point scale<\/strong>, which each&nbsp;<strong>item equalling 1 point<\/strong>. At the end of the audit, add up the points to get a score.<\/p>\n  <p>Depending on&nbsp;<strong>your needs<\/strong>, though, you may want to<strong>&nbsp;increase the points<\/strong>&nbsp;for a&nbsp;<strong>particular section.<\/strong>&nbsp;For example,&nbsp;<strong>Section 1<\/strong>&nbsp;is only worth&nbsp;<strong>10 points<\/strong>, but&nbsp;<strong>this section<\/strong>&nbsp;is worth<strong> 25.<\/strong>&nbsp;<\/p>\n  <p>Each action has a&nbsp;<strong>standardized value<\/strong>&nbsp;of 5 points, but you can also&nbsp;<strong>weigh specific questions<\/strong>&nbsp;or actions as&nbsp;<strong>worth more<\/strong>&nbsp;points.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 25 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent address the customer's problem? <\/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     Asked appropriate and relevant questions. [5 points]\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     Demonstrated empathy with customer's situation. [5 points]\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     Verified warranty in effect. [5 points]\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     Demonstrated good diagnostic skills. [5 points]\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     Used appropriate hold procedures. [5 points]\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 2 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">Here's an example of<strong>&nbsp;conditional logic at work:<\/strong><br><br><strong>If<\/strong>&nbsp;the answer is&nbsp;<strong>\"yes\"<\/strong>&nbsp;to any of the following three questions,<strong>&nbsp;then<\/strong>&nbsp;an additional&nbsp;<strong>task will be added<\/strong>&nbsp;to the list on the left.&nbsp;<br><br>\n   This&nbsp;<strong>streamlines the process<\/strong>&nbsp;for your auditors and makes sure they don't have to wade through unnecessary options to get to&nbsp;<strong>the tasks they need.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did customer request a supervisor? <\/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 customer need to be transferred to another 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     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> Is there an additional service or product that would benefit the 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     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> Troubleshooting feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-2a-establish-correct-transfer-procedure-followed\">\n <h2>Section 2A: Establish correct transfer procedure followed<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/4e0087dd-35fd-4e5d-856d-bff2f3f18794\/uzTqqr8aOQ0LYUa-DlVNXQ.jpg\" alt=\"Section 2A: Establish correct transfer procedure followed\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/4e0087dd-35fd-4e5d-856d-bff2f3f18794\/uzTqqr8aOQ0LYUa-DlVNXQ.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\/ImcUkZ72oUs\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\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, your agents need to have the appropriate&nbsp;<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 <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 10 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did agent identify transfer department for 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     Yes [2 points]\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> Did agent get permission to transfer 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     Yes [2 points]\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> Did agent get permission to place customer on hold? <\/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 [2 points]\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> Did agent complete briefing process? <\/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 [2 points]\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> Was call transferred successfully? <\/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 [2 points]\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-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 2A <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transferring feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-2b-assess-agents-ability-to-crosssell-services\">\n <h2>Section 2B: Assess agent's ability to cross-sell services<\/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>You need your sales agents at the top of their game so they don't inadvertently alienate your customer in the process.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 10 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent follow proper company cross-sell procedures? <\/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     Demonstrated knowledge of customer's current relationship. [2 points]\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     Identified or created need. [2 points]\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     Offered appropriate product or service. [2 points]\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     Explained cost and benefits. [2 points]\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     Appropriately managed questions and objections. [2 points]\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 2B <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Cross-selling feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-3-analyze-the-agents-resolution-procedure\">\n <h2>Section 3: Analyze the agent's resolution procedure<\/h2>\n <div class=\"text-content\">\n  <p><strong>First call resolution, or FCR<\/strong>, is the backbone of call center&nbsp;<strong>service<\/strong>&nbsp;<strong>level calculations.&nbsp;<\/strong><\/p>\n  <p>Failing to achieve FCR is perceived as poor customer service by customers - something which contributes to&nbsp;approximately&nbsp;<a href=\"https:\/\/blog.hubspot.com\/service\/first-call-resolution\" rel=\"nofollow noopener\" target=\"_blank\">$62 billion in losses<\/a>&nbsp;a year for American businesses.<\/p>\n  <p>But&nbsp;<a href=\"https:\/\/www.talkdesk.com\/blog\/how-to-measure-first-call-resolution\/\" rel=\"nofollow noopener\" target=\"_blank\">measuring first call resolution<\/a>&nbsp;can be tricky. Every call center uses a different criteria.&nbsp;<\/p>\n  <p>Does it count against FCR if the customer has to be transferred? What if the customer calls back, but with a different issue?<\/p>\n  <p>The important thing is to decide how you measure a call's success for your agents.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 25 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent follow appropriate resolution steps? <\/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     Fully explained options\/solution to customer. [5 points]\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     Verified fix. [5 points]\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     Set expectations and timeframe. [5 points]\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     Correctly navigated screens and coded call. [5 points]\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     Provided accurate information at all times. [5 points]\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 3 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Resolution feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-4-verify-wrapup-process\">\n <h2>Section 4: Verify wrap-up process<\/h2>\n <div class=\"text-content\">\n  <p>Agents 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>Your agent may perform every step correctly, and then flub the wrap-up by&nbsp;<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><\/p>\n  <p>That can be avoided by using the actions below.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 8 POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent complete the call appropriately? <\/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     Offered additional assistance\/confirmed customer satisfaction. [2 points]\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     Thanked customer for calling. [2 points]\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     Waited for customer to hang up first. [2 points]\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     Added call notes to customer record. [2 points]\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 4 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/5bc41992-36de-47e1-99f4-9c2c600debd0\/oCEebrQgRPj6wjmXCsZNWw.jpg\" alt=\"Section 4: Verify wrap-up process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/5bc41992-36de-47e1-99f4-9c2c600debd0\/oCEebrQgRPj6wjmXCsZNWw.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\/71CjSSB83Wo\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Call wrap-up feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"section-5-rate-the-agents-professionalism-on-call\">\n <h2>Section 5: Rate the agent's 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, your agents represent your company's&nbsp;<strong>values and ethos<\/strong>&nbsp;to your customer.<\/p>\n  <p>You want every action they take to<strong>&nbsp;reflect positively<\/strong>&nbsp;on your products, your services, and your company.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>This section is worth 12 POINTS, with 5 BONUS POINTS.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent behave professionally? <\/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     Listened without interrupting. [2 points]\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     Demonstrated confidence. [2 points]\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     Complied with all legal regulations. [2 points]\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     Pace, grammar, and diction were appropriate. [2 points]\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     Kept caller informed\/avoided excessive dead air. [2 points]\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     Presented all company departments in a positive light. [2 points]\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\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     Agent did none of the above. [0 points]\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent go above and beyond the call of duty? <\/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 [+5 points]\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-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for Section 5 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Professionalism feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-point-values-for-audit\">\n <h2>Enter point values for audit<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>Minimum points available is 70.<br><\/strong><strong><\/strong><\/p>\n  <ul>\n   <li>\n    <p class=\"style-warning\">Add&nbsp;<strong>10 points<\/strong>&nbsp;if the call required a&nbsp;<strong>transfer.<\/strong><\/p><\/li>\n   <li>\n    <p class=\"style-warning\">Add&nbsp;<strong>20 points<em>&nbsp;<\/em><\/strong>if the call involved a&nbsp;<strong>cross-selling<\/strong>&nbsp;opportunity.<\/p><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points available <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>Checklists are all about efficiency.<\/strong>&nbsp;You want your processes to be quick and easy for employees to follow.<br><br><strong>Integrations<\/strong>&nbsp;let you connect your Process Street checklists to thousands of other apps to automate tasks behind the scenes.<br><br>\n   Here we've used&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;to&nbsp;<strong>add up the points<\/strong>&nbsp;scored in each section and&nbsp;<strong>auto-fill the field below&nbsp;<\/strong>once the Section 5 task is completed.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points achieved <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"conclusion\">\n <h2>Conclusion:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval feature<\/a>&nbsp;will streamline the feedback process by allowing the agent to acknowledge the results with the click of a button!<br><br>\n   The video below will show you all about&nbsp;<strong>approval automation<\/strong>&nbsp;at Process Street.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   A quick peek into automating your workflow with Process Street approvals!\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-audit-score\">\n <h2>Review audit score<\/h2>\n <div class=\"text-content\">\n  <p><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a>&nbsp;let you adjust a task\u2019s&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">due date<\/a>&nbsp;based on&nbsp;<strong>a varying factor<\/strong>&nbsp;unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>, l<strong>ike a date field or a task<\/strong>&nbsp;that has yet to be completed.<br><br>\n   For example, this task's&nbsp;<strong>due date<\/strong>&nbsp;is set at&nbsp;<strong>1 hour after the previous task<\/strong>&nbsp;is completed.<\/p>\n  <p><strong>Zapier<\/strong> can <strong>automatically calculate<\/strong>&nbsp;the percentage from the previous task and&nbsp;<strong>input it in the field below.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Final score (percentage) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">The&nbsp;<strong>last question<\/strong>&nbsp;is another example of<strong>&nbsp;conditional logic.<\/strong><br><br><strong>If coaching<\/strong>&nbsp;is needed,&nbsp;<strong>then<\/strong>&nbsp;<strong>a new task&nbsp;<\/strong>is added.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does agent need further coaching? <\/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     One-on-one coaching in a single area\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     One-on-one coaching in multiple areas\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     Coaching in updated procedures\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     No further coaching required.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"summarize-feedback-for-employee-approval\">\n <h2>Summarize feedback for employee approval<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/5fed3a7f-6f3d-472b-9e5e-8b2687cfd37d\/pb7i-Fcew4cFOU6RTsZHGQ.jpg\" alt=\"Summarize feedback for employee approval\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/5fed3a7f-6f3d-472b-9e5e-8b2687cfd37d\/pb7i-Fcew4cFOU6RTsZHGQ.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\/-fRAIQHKcc0\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">The text field below uses&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a>&nbsp;to&nbsp;<strong>collect information<\/strong>&nbsp;from the rest of the checklist&nbsp;<strong>into one location.<\/strong><br><br>\n   As you can see, the agent's name, auditor's name, final score, and feedback has all be automatically entered,&nbsp;<strong>saving the auditor valuable time.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>Dear {{form.Agent_name}}:<\/p>\n  <p>Your QA audit was completed on {{form.Audit_date}} by {{form.Auditor_name}}.<\/p>\n  <p>Your QA Score is {{form.Final_score_(percentage)}}%.<\/p>\n  <p>Based on the call audited, {{form.Auditor_name}} provided the following feedback:<\/p>\n  <p><strong>Greeting:<br><\/strong>{{form.Greeting_feedback}}<\/p>\n  <p><strong>Troubleshooting:<br><\/strong>{{form.Troubleshooting_feedback}}<\/p>\n  <p><strong>Transferring:<br><\/strong>{{form.Transferring_feedback}}<br><strong><\/strong><\/p>\n  <p><strong>Cross-selling:<br><\/strong>{{form.Cross-selling_feedback}}<\/p>\n  <p><strong>Resolution feedback:<\/strong><br>\n   {{form.Resolution_feedback}}<\/p>\n  <p><strong>Call wrap-up:<br><\/strong>{{form.Call_wrap-up_feedback}}<\/p>\n  <p><strong>Professionalism:<br><\/strong>{{form.Professionalism_feedback}}<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do you have any feedback for the auditor? <\/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-agent\">\n <h2>Approval: Assign to agent<\/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\">Summarize feedback for employee approval<\/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=\"refer-agent-for-coaching\">\n <h2>Refer agent for coaching<\/h2>\n <div class=\"text-content\">\n  <p>This task will appear if the auditor needs to refer the agent for further training.&nbsp;<\/p>\n  <p>The&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-the-send-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a>&nbsp;has been used with&nbsp;<strong>checklist variables<\/strong>&nbsp;to&nbsp;<strong>generate an email<\/strong>&nbsp;that can be sent using the auditor's own email program.<\/p>\n <\/div>\n<\/section>\n<section id=\"schedule-agents-next-audit\">\n <h2>Schedule agent's next audit<\/h2>\n <div class=\"text-content\">\n  <p>The only thing left to do is&nbsp;<strong>set the date<\/strong>&nbsp;for the agent's&nbsp;<strong>next quality assurance audit.&nbsp;<\/strong><\/p>\n  <p>Using&nbsp;<strong>Zapier<\/strong> once again, you can create a <strong>zap that calculates<\/strong>&nbsp;a date&nbsp;<strong>three months<\/strong>&nbsp;from the&nbsp;<strong>audit date<\/strong>&nbsp;and&nbsp;<strong>inputs it<\/strong>&nbsp;into the field below. Your auditor just needs to&nbsp;<strong>verify<\/strong>&nbsp;and&nbsp;<strong>complete<\/strong>&nbsp;the checklist.<\/p>\n  <p><strong>Choose a schedule<\/strong>&nbsp;that works for you, your agents, and your company to&nbsp;<strong>bring the best out of everyone.<\/strong><\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of next audit <\/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=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/618824ed-df2b-4323-a1c6-f3ee7527a8d1\/qQIYknhfd1TnlaPfXH5HIA.jpg\" alt=\"Schedule agent's next audit\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/618824ed-df2b-4323-a1c6-f3ee7527a8d1\/qQIYknhfd1TnlaPfXH5HIA.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\/f2xfTOv0p9Y\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\">And that brings us to the end of your&nbsp;<strong>call center customer service quality assurance audit template!<br><br><\/strong>Hopefully, going through this checklist has shown you some of the options you have with&nbsp;<a href=\"http:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street's<\/a>&nbsp;<strong>super-powered checklists<\/strong>&nbsp;to document your processes, and instantly create an actionable workflow.<br><br>\n   The point is to&nbsp;<strong>minimize human error, increase accountability<\/strong>, and&nbsp;<strong>provide employees with all of the tools and information necessary<\/strong>&nbsp;to complete their tasks as effectively as possible.<\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/uk.niceincontact.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Nice in Contact<\/a> - <a href=\"https:\/\/uk.niceincontact.com\/blog\/self-service-in-the-modern-call-center-key-considerations-for-technology-and-strategy\" rel=\"nofollow noopener\" target=\"_blank\">Self-Service in the Modern Call Center: Key Considerations for Technology and Strategy<\/a><\/li>\n   <li><a href=\"https:\/\/www.dmgconsult.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DMG Consulting, LLC: Contact Center and Back Office Research and Consulting Services<\/a><\/li>\n   <li><a href=\"https:\/\/www.dmgconsult.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DMG Consulting<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/files\/Verint%20QA%20Guide.FINAL.October%202009.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Contact Center QA Guide: Building a World-Class Quality Assurance Program<\/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:\/\/twitter.com\/AJBeltis\" rel=\"nofollow noopener\" target=\"_blank\">AJ Beltis<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/blog.hubspot.com\/service\/first-call-resolution\" rel=\"nofollow noopener\" target=\"_blank\">What is First Call Resolution? Everything Customer Support Pros Should Know<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/shauna-geraghty-psy-d-b2b02411\/\" rel=\"nofollow noopener\" target=\"_blank\">Shauna Geraghty<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.talkdesk.com\/blog\/how-to-measure-first-call-resolution\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Measure First Call Resolution in Your Contact Center<\/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><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  <\/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-agent-training-program-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Agent Training Program Checklist Template<\/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-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-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/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\/customer-service-interview-process-with-questions\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Interview Process With Questions<\/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   <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\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Training Plan Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-development-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Plan<\/a>\u2003<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Call Center Help Desk Quality Assurance Form: With innovations in AI-powered applications and innovations in IVR technology, customer self-service is becoming increasingly popular with both customers and agents.&nbsp; As smart as chatbots have gotten, though, some problems still need good, old-fashioned human ingenuity. Helpdesk agents need to possess a wide range of skills, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24548,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"21","template_description":"Checklist for an audit of a helpdesk call.","template_id":"u1mttfL-F8SJjTkKIV1OCA","task_0":"Introduction to Call Center Help Desk Quality Assurance Form:","task_slug_0":"introduction-to-call-center-help-desk-quality-assurance-form","task_1":"Details:","task_slug_1":"details","task_2":"Enter audit details","task_slug_2":"enter-audit-details","task_3":"Provide call details","task_slug_3":"provide-call-details","task_4":"Audit:","task_slug_4":"audit","task_5":"Section 1: Check agent's initial greeting","task_slug_5":"section-1-check-agents-initial-greeting","task_6":"Section 2: Evaluate agent's troubleshooting 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