{"id":24577,"date":"2020-09-24T13:49:55","date_gmt":"2020-09-24T13:49:55","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-center-quality-assurance-audit-template\/"},"modified":"2024-03-13T14:25:08","modified_gmt":"2024-03-13T14:25:08","slug":"call-center-quality-assurance-audit-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-center-quality-assurance-audit-template\/","title":{"rendered":"Call Center Quality Assurance Audit Template"},"content":{"rendered":"\n<section id=\"introduction-to-the-call-center-quality-assurance-audit-template\">\n <h2>Introduction to the Call Center Quality Assurance Audit Template:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3dd85750-5d5f-455c-ab07-63e01e421c89\/kE0VFf-S6CqupcWAV35O7A.png\" alt=\"Introduction to the Call Center Quality Assurance Audit Template:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3dd85750-5d5f-455c-ab07-63e01e421c89\/kE0VFf-S6CqupcWAV35O7A.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><a href=\"https:\/\/www.merriam-webster.com\/dictionary\/quality%20assurance\" rel=\"nofollow noopener\" target=\"_blank\">Quality Assurance (QA)<\/a> is a vital component in every industry from <a href=\"https:\/\/www.who.int\/diagnostics_laboratory\/quality\/en\/\" rel=\"nofollow noopener\" target=\"_blank\">healthcare<\/a> to <a href=\"https:\/\/ec.europa.eu\/education\/policies\/school\/quality-assurance_en#:~:text=Quality%20assurance%20involves%20the%20systematic,school%20leaders%2C%20and%20student%20assessments.\" rel=\"nofollow noopener\" target=\"_blank\">education<\/a>, <a href=\"http:\/\/www.quality-assurance.com\/blog\/quality-assurance-for-businesses-an-explanation.html\" rel=\"nofollow noopener\" target=\"_blank\">manufacturing to IT.<\/a><\/p>\n  <p>Customers want to know they\u2019re&nbsp;<strong>getting<\/strong>&nbsp;<strong>quality products<\/strong>; companies want to know they\u2019re&nbsp;<strong>delivering quality service<\/strong>.<\/p>\n  <p>But how do you measure more subjective qualities, like customer interactions?<\/p>\n  <p>More importantly, how do you make sure&nbsp;<strong>every customer experiences the same standard of service from every employee every time?<\/strong><\/p>\n  <p>This is where call center quality assurance comes in. By implementing<strong>&nbsp;regular quality assurance audits<\/strong>&nbsp;of agent calls, you can&nbsp;<strong>ensure a consistent level of service<\/strong>&nbsp;from every agent on every call \u2013 even across multiple call centers! When paired with your normal employee evaluations,&nbsp;<strong>QA audits are a resource you can\u2019t afford to do without.<\/strong><\/p>\n  <p>That's why we at&nbsp;<a href=\"http:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;have created this call center quality assurance form checklist template.<\/p>\n  <p>Based on advice from&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DMG Consulting<\/a>, a leading agency in contact center research, this template will show you some of the&nbsp;<strong>interactions you\u2019ll want to monitor,<\/strong>&nbsp;as well as different systems for&nbsp;<strong>evaluating, scoring, and communicating<\/strong>&nbsp;these results to the rest of your team.<\/p>\n  <p>Use this checklist in tandem with their&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/files\/Verint%20QA%20Guide.FINAL.October%202009.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Contact Center QA Guide <\/a>to have a 5-star quality assurance program in no time!<\/p>\n  <p>Ready to dive in?<\/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 <strong>essential information<\/strong> about the quality assurance audit.<br><br>\n   Each task has a <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop tasks<\/a> in place to make sure <strong>nothing gets left out.<\/strong>&nbsp;<br><br>\n   A <strong>stop task<\/strong> stops a checklist at a particular point, <strong>preventing any task<\/strong> after that point from being completed <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 <strong>(short text, email, dropdown, date entry, etc.)<\/strong> 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=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent 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 <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> Auditor 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 <strong>\"real time\",<\/strong> where quality assurance auditors <strong>monitor a call while it happens.<\/strong> 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 <strong>recorded calls.<\/strong> This method is more convenient for the auditor, and <strong>can happen any time<\/strong> - 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=\"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 <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=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/ba0dc4f6-4761-4083-9f35-d388ea0953fc\/qIYllgkKsxmBqSdP7uZIPA.jpg\" alt=\"Provide call details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/ba0dc4f6-4761-4083-9f35-d388ea0953fc\/qIYllgkKsxmBqSdP7uZIPA.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\/BeVGrXEktIk\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"audit\">\n <h2>Audit:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">This section of the process goes through every step of the audit. Since calls can be unpredictable, these tasks can be completed in any order to suit the auditor's needs.<\/p>\n  <p class=\"style-warning\">Some of the tasks apply <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_self\">conditional logic<\/a>, which uses <strong>if\/then statements <\/strong>to hide irrelevant fields or tasks unless they meet the right criteria.<br><br>\n   Check out this video for a brief overview of what conditional logic can do!<\/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 this video for a brief overview of what conditional logic can do!\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"check-agents-initial-greeting\">\n <h2>Check agent's initial greeting<\/h2>\n <div class=\"text-content\">\n  <p><strong>Call centers are often strapped for resources.<\/strong> 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 <strong>your most inexperienced agent can follow the steps<\/strong> and <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=\"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.\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 <\/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\">In the final section, you can make note of <strong>any feedback or guidance<\/strong> you have for the agent. <br><br>\n   This could be something like, <strong>\"Remember to verify the customer's identity,\"<\/strong> or even as simple as, <strong>\"That was a great way to open the call!\"<\/strong><br><br>\n   The <strong>long text box<\/strong> gives you as much space as you need for your notes.<\/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=\"confirm-customer-verification-procedure-followed\">\n <h2>Confirm customer verification procedure followed<\/h2>\n <div class=\"text-content\">\n  <p><strong>Customers want to be assured<\/strong> that their <a href=\"https:\/\/www.computerweekly.com\/opinion\/Privacy-concerns-in-the-digital-world\" rel=\"nofollow noopener\" target=\"_blank\">private details are safe and, well, private.<\/a>&nbsp;<\/p>\n  <p>If your call center <strong>regularly handles bank accounts<\/strong> and <a href=\"https:\/\/www.pcisecuritystandards.org\/documents\/protecting_telephone-based_payment_card_data.pdf\" rel=\"nofollow noopener\" target=\"_blank\">credit card details,<\/a> you'll need a thorough verification process in place to keep their trust.<\/p>\n  <p>To <strong>emphasize the importance<\/strong> of this task, the question has been<strong> formatted in red<\/strong> - one of the neat tools that go with the <strong>text content feature.&nbsp;<\/strong><\/p>\n  <p>Instead of a point system, this type of <strong>dropdown menu<\/strong> offers a simple <strong>pass\/fail<\/strong> choice.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">The first question uses the <strong>subtasks<\/strong> feature. You can learn more about how it works <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">here.<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-danger\"><strong>What steps did the agent take to verify the customer's identity?<\/strong><\/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     Confirmed customer's name.\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     Checked customer's contact details.\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     Requested and received customer account number.\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     Ensured customer authorized user on account.\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     None of the above.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Here's an example of<strong> conditional logic at work:<\/strong><br><br>\n   If the customer's identity <strong>wasn't verified,<\/strong> <strong>a new long text field appears<\/strong> where you can make notes about the interaction.<br><br>\n   Likewise, if the agent <strong>did not pass<\/strong> this section, the task <strong>\"Refer for coaching\"<\/strong> <strong>appears<\/strong> in the list to the left.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Was the customer's identity verified? <\/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 how the agent responded. <\/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> Has the agent passed this section? <\/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> Verification 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=\"establish-the-agents-knowledge-and-use-of-systems\">\n <h2>Establish the agent's knowledge and use of systems<\/h2>\n <div class=\"text-content\">\n  <p>An important part of an <strong>agent's duties<\/strong> will involve knowing how to best navigate and<strong> use&nbsp;the call center's systems.&nbsp;<\/strong><\/p>\n  <p>Giving your agents the <a href=\"https:\/\/www.evaluagent.com\/blog\/quality-assurance-how-to-improve-perception-achieve-great-quality-results\" rel=\"nofollow noopener\" target=\"_blank\">proper skills and support<\/a> to complete their responsibilities effectively will give them a feeling of <strong>confidence and security<\/strong> that will <strong>ultimately increase morale.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/c3a5494e-1fbe-4bd2-9805-0ee526fae812\/ij4Bbe1_KuKTdOe5iudPrg.jpg\" alt=\"Establish the agent's knowledge and use of systems\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/c3a5494e-1fbe-4bd2-9805-0ee526fae812\/ij4Bbe1_KuKTdOe5iudPrg.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\/w7ZyuGYNpRQ\" 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> Rate the agent's confidence with systems <\/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     Poor\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     Fair\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     Good\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     Excellent\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Rate the agent's knowledge of systems <\/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     Poor\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     Fair\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     Good\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     Excellent\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Systems knowledge 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=\"review-the-agents-productservice-knowledge\">\n <h2>Review the agent's product\/service knowledge<\/h2>\n <div class=\"text-content\">\n  <p>Making sure your agents are up-to-date on their <strong>product knowledge is essential to a well-run call center. <\/strong><\/p>\n  <p>Agents<a href=\"https:\/\/knowledge.insead.edu\/node\/3394\/pdf\" rel=\"nofollow noopener\" target=\"_blank\"> can't effectively sell a product<\/a> or troubleshoot a service if they don't have the most up-to-date information.<\/p>\n  <p>Fortunately, measuring knowledge of products and services isn't that different.<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select actions demonstrated by the agent: <\/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     Identified or created need.\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     Explained benefits of specific features.\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     Described product capabilities.\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     Informed customer of add-ons and\/or related products.\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     Limited the use of jargon and\/or overly technical speech.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent showed comprehensive knowledge of product and features. <\/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> Agent spoke confidently about the product\/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=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent FAILED to mention a noteworthy feature relevant to 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=\"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     Agent needs to review product features.\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     Agent needs to review related products.\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     Agent needs to simplify speech.\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     Agent showed sufficient knowledge in all areas.\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 showed excellent knowledge in all areas.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"evaluate-agents-problemsolving-ability\">\n <h2>Evaluate agent's problem-solving ability<\/h2>\n <div class=\"text-content\">\n  <p>The simplest way to score an audit is with a <strong>100 point scale<\/strong>, which each <strong>item equalling 1 point<\/strong>. At the end of the audit, add up the points to get a score.<\/p>\n  <p>In the <strong>multi choice field<\/strong> below, each action has a different point value based on their value to the company.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-danger\">This section is worth 30 points total.<\/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. (8 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     Took ownership and assured willingness to help. (3 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     Demonstrated empathy with customer's situation. (8 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     Restated customer's needs. (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     Asked customer how they wanted problem solved. (4 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     Set expectations and timeframes. (5 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.\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 product or service 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=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for section <\/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> Problem-solving 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=\"assess-agents-ability-to-crosssell-services\">\n <h2>Assess agent's ability to cross-sell services<\/h2>\n <div class=\"text-content\">\n  <p>It's undeniable that cross-selling and upselling are valuable tools for increasing revenue.<\/p>\n  <p>You have a<strong>&nbsp;60-70% chance<\/strong>&nbsp;of <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 <strong>only a 5-20% chance<\/strong> 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=\"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.\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     Offered appropriate product or service.\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     Explained cost and benefits.\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     Appropriately managed questions and objections.\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 <\/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=\"establish-correct-transfer-procedure-followed\">\n <h2>Establish correct transfer procedure followed<\/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, 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=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did agent identify transfer department for customer? (2 points) <\/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> Did agent get permission to transfer customer? (2 points) <\/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> Did agent get permission to place customer on hold? (2 points) <\/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> Did agent complete briefing process? (2 points) <\/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   <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     Not required\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? (2 points) <\/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\"><strong>Integrations<\/strong> are another way to <strong>up your checklist game<\/strong> with Process Street. This checklist connects with <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to <strong>automate calculations,<\/strong> but there are <strong>over 1,000 apps<\/strong> you can use to <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-building-your-own-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">automate processes<\/a> with Process Street!<br><br>\n   Once the questions in this section have been answered, the points scored will <strong>automatically be calculated and entered<\/strong> into the field below.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for section <\/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=\"verify-wrapup-process\">\n <h2>Verify wrap-up process<\/h2>\n <div class=\"text-content\">\n  <p>Agents may not realize it, but finishing a call correctly is as important as the call itself.&nbsp;<\/p>\n  <p>The wrong ending to a call can be <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 <strong>cutting the customer off.<\/strong><\/p>\n  <p>That's <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=\"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     Restated actions taken on behalf of customer.\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     Explained next steps.\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 additional assistance\/confirmed customer satisfaction.\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     Thanked customer for calling.\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     Waited for customer to hang up first.\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 <\/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> 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=\"confirm-first-call-resolution-achieved\">\n <h2>Confirm first call resolution achieved<\/h2>\n <div class=\"text-content\">\n  <p><strong>First call resolution, or FCR<\/strong>, is the backbone of call center <strong>service<\/strong> <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 <a href=\"https:\/\/blog.hubspot.com\/service\/first-call-resolution\" rel=\"nofollow noopener\" target=\"_blank\">$62 billion in losses<\/a> 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> 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=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Was the customer's issue handled on the first call? <\/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> Why wasn't first call resolution possible? <\/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 hung up.\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 needed to be transferred.\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     Agent error.\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     Customer requested supervisor.\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     Business process prevented FCR.\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     Further investigation needed.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/f4d7deb7-01bb-4dcd-bd99-6b6f8ab61c87\/seOfS2hmq9g-eQBp2K5NFQ.jpg\" alt=\"Confirm first call resolution achieved\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/f4d7deb7-01bb-4dcd-bd99-6b6f8ab61c87\/seOfS2hmq9g-eQBp2K5NFQ.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\/FxtIWX8Q0J4\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"verify-agent-has-followed-all-legal-regulations\">\n <h2>Verify agent has followed all legal regulations<\/h2>\n <div class=\"text-content\">\n  <p>No matter where your company is located, or what industry you're in, <strong>there will be legal regulations<\/strong> that must be followed.&nbsp;<\/p>\n  <p><strong>But regulations change.&nbsp;<\/strong><\/p>\n  <p>A good quality assurance program will <strong>identify agents who need more coaching<\/strong> on these regulations, and agents who have a good understanding of them.<\/p>\n  <p>It keeps everyone operating on the same, <strong>consistent level of service<\/strong> with no unpleasant surprises - which is exactly what you want.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent comply with all necessary legal regulations? <\/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     Agent complied with all regulations. (10 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     Agent violated 1 regulation. (-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     Agent violated multiple regulations. (-10 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     Agent did not follow any regulations. (-30 points)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">With conditional logic again, the auditor can input which regulations, if any, were violated.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which regulations did the agent violate? <\/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     Antitrust\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     Privacy\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     Advertizing\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     Insurance\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     Licensing\/Permits\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"rate-the-agents-professionalism-on-call\">\n <h2>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\"> connect with the customer,<\/a> while still behaving professionally.&nbsp;<\/p>\n  <p>After all, your agents represent your company's <strong>values and ethos<\/strong> to your customer.<\/p>\n  <p>You want every action they take to<strong> reflect positively<\/strong> on your products, your services, and your company.<\/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.\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.\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     Refrained from use of jargon.\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     Articulate, patient, and polite.\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     Pace, grammar, and diction were appropriate.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the agent establish rapport with 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     Used customer's name.\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     Adapted to customer's needs.\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     Used \"verbal nods\" appropriately.\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     Showed interest in what the customer said.\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 positive scripting.\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? [extra 5?] <\/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-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Total points for section <\/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=\"conclusion\">\n <h2>Conclusion:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval feature<\/a> 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 <strong>approval automation<\/strong> 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=\"input-audit-score\">\n <h2>Input audit score<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" target=\"_self\" rel=\"nofollow noopener\">Dynamic due dates<\/a>&nbsp;let you adjust a task\u2019s <a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" target=\"_self\" rel=\"nofollow noopener\">due date<\/a>&nbsp;based on <strong>a varying factor<\/strong> unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" target=\"_self\" rel=\"nofollow noopener\">checklist<\/a>, l<strong>ike a date field or a task<\/strong> that has yet to be completed.<br><br>\n   For example, this task's <strong>due date<\/strong> is set at <strong>1 hour after the previous task<\/strong> is completed.<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/1ef3bdb0-3a1b-4ed8-b551-aaf57686dae2\/hmfNlTsx_dVZQyMildtHbg.jpg\" alt=\"Input audit score\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/1ef3bdb0-3a1b-4ed8-b551-aaf57686dae2\/hmfNlTsx_dVZQyMildtHbg.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\/_zsL306fDck\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>Now all that's left&nbsp; to is <strong>calculate<\/strong> the score and <strong>communicate<\/strong> <strong>the results.&nbsp;<\/strong><\/p>\n  <p>Once this <strong>task is completed,<\/strong> the agent will <strong>receive a notification<\/strong> to review and approve the audit score and feedback.<\/p>\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-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 <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=\"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-auditors-feedback-for-agent\">\n <h2>Summarize auditor's feedback for agent<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The text field below uses <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a> to <strong>collect information<\/strong> from the rest of the checklist <strong>into one location. <\/strong><br><br>\n   As you can see, the agent's name, evaluator's name, final score, and feedback has all be automatically entered, <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>Verification:<\/strong><br>\n   {{form.Verification_feedback}}<\/p>\n  <p><strong>Systems knowledge:<\/strong><br>\n   {{form.Systems_knowledge_feedback}}<\/p>\n  <p><strong>Problem-solving:<\/strong><br>\n   {{form.Problem-solving_feedback}}<\/p>\n  <p><strong>Cross-selling:<\/strong><br>\n   {{form.Cross-selling_feedback}}<\/p>\n  <p><strong>Transferring:<\/strong><br>\n   {{form.Transferring_feedback}}<\/p>\n  <p><strong>Wrap-up:<\/strong><br>\n   {{form.Call_wrap-up_feedback}}<\/p>\n  <p><strong>Professionalism:<\/strong><br>\n   {{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 <div class=\"text-content\">\n  <p class=\"style-danger\">The next task<strong> requires the agent to approve <\/strong>(or reject) the auditor's feedback.&nbsp;<br><br>\n   The task for <strong>employee approval<\/strong> should be <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-assignments\/\" target=\"_self\" rel=\"nofollow noopener\">assigned<\/a> to the <strong>agent being audited.&nbsp;<\/strong><br><br>\n   You can<strong> assign users<\/strong> and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-are-groups\/\" target=\"_self\" rel=\"nofollow noopener\">groups<\/a>&nbsp;to <strong>individual tasks<\/strong> in your&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" target=\"_self\" rel=\"nofollow noopener\">checklists<\/a>, making it easy to see <strong>who is responsible<\/strong> for what task.<\/p>\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 auditor's feedback for agent<\/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>The <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-the-send-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a> has been used with <strong>checklist variables<\/strong> to <strong>generate an email<\/strong> 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=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/b5502d8e-b707-4be9-8b82-2ef1e46bf058\/lZGydRwR1Sr-9QbBO_ZMVw.jpg\" alt=\"Schedule agent's next audit\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/b5502d8e-b707-4be9-8b82-2ef1e46bf058\/lZGydRwR1Sr-9QbBO_ZMVw.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\/3To9V42K0Ag\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\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><strong>Choose a schedule<\/strong>&nbsp;that works for you, your agents, and your company to&nbsp;<strong>bring the best out of everyone&nbsp;<\/strong>by using the date and time field below.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Next audit for agent <\/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=\"text-content\">\n  <p class=\"style-success\">And that brings us to the end of your&nbsp;<strong>call center 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=\"_self\">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:\/\/www.merriam-webster.com\/dictionary\/quality%20assurance\" rel=\"nofollow noopener\" target=\"_blank\">Merriam-Webster: Quality Assurance Definition<\/a><\/li>\n   <li><a href=\"https:\/\/www.who.int\/diagnostics_laboratory\/quality\/en\/\" rel=\"nofollow noopener\" target=\"_blank\">WHO: Quality Assurance in IVD and Laboratory Technologies<\/a><\/li>\n   <li><a href=\"https:\/\/ec.europa.eu\/info\/index_en\" rel=\"nofollow noopener\" target=\"_blank\">The European Commission<\/a> -&nbsp;<a href=\"https:\/\/ec.europa.eu\/education\/policies\/school\/quality-assurance_en#:~:text=Quality%20assurance%20involves%20the%20systematic,school%20leaders%2C%20and%20student%20assessments.\" rel=\"nofollow noopener\" target=\"_blank\">Quality Assurance: Education and Training<\/a><\/li>\n   <li><a href=\"http:\/\/www.quality-assurance.com\/blog\/\" rel=\"nofollow noopener\" target=\"_blank\">Compliance Help: ISO Consulting Service<\/a> -&nbsp;<a href=\"http:\/\/www.quality-assurance.com\/blog\/quality-assurance-for-businesses-an-explanation.html\" rel=\"nofollow noopener\" target=\"_blank\">Quality Assurance for Businesses: An Explanation<\/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;<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:\/\/www.linkedin.com\/in\/simon-reg-dutton-7868b6b7\/\" rel=\"nofollow noopener\" target=\"_blank\">Reg Dutton<\/a> -&nbsp;<a href=\"https:\/\/www.evaluagent.com\/blog\/guide-to-call-centre-quality-assurance\" rel=\"nofollow noopener\" target=\"_blank\">The Ultimate Guide to Call Center Quality Assurance<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/yves-le-roux-6910711\/\" rel=\"nofollow noopener\" target=\"_blank\">Yves Le Roux<\/a> -&nbsp;<a href=\"https:\/\/www.computerweekly.com\/opinion\/Privacy-concerns-in-the-digital-world\" rel=\"nofollow noopener\" target=\"_blank\">Privacy Concerns in the Digital World<\/a><\/li>\n   <li><a href=\"https:\/\/www.pcisecuritystandards.org\/\" rel=\"nofollow noopener\" target=\"_blank\">PCI Security Standards<\/a> -&nbsp;<a href=\"https:\/\/www.pcisecuritystandards.org\/documents\/protecting_telephone-based_payment_card_data.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Protecting Telephone-based Payment Card Data<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/martin-jukes-a7ab981\/\" rel=\"nofollow noopener\" target=\"_blank\">Martin Jukes<\/a> -&nbsp;<a href=\"https:\/\/www.evaluagent.com\/blog\/quality-assurance-how-to-improve-perception-achieve-great-quality-results\" rel=\"nofollow noopener\" target=\"_blank\">Quality Assurance: How to improve the perception and achieve great results<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/snetesin\" rel=\"nofollow noopener\" target=\"_blank\">Serguei Netessine<\/a> -&nbsp;<a href=\"https:\/\/knowledge.insead.edu\/node\/3394\/pdf\" rel=\"nofollow noopener\" target=\"_blank\">Product Knowledge Drives Sales Leadership<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/soph_bern\" rel=\"nofollow noopener\" target=\"_blank\">Sophia Bernazzani<\/a> -&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\/mariadeutscher1\" rel=\"nofollow noopener\" target=\"_blank\">Maria Deutscher<\/a> -&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:\/\/www.thebalancecareers.com\/\" rel=\"nofollow noopener\" target=\"_blank\">The Balance Careers<\/a> -&nbsp;<a href=\"https:\/\/www.thebalancecareers.com\/top-soft-skills-for-customer-service-jobs-2063746\" rel=\"nofollow noopener\" target=\"_blank\">Top 10 Soft Skills for Customer Service Jobs<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/lindsaywillott\/\" rel=\"nofollow noopener\" target=\"_blank\">Lindsay Willott<\/a> -&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:\/\/twitter.com\/AJBeltis\" rel=\"nofollow noopener\" target=\"_blank\">AJ Beltis<\/a> -&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;<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.salesforce.com\/\" rel=\"nofollow noopener\" target=\"_blank\">SalesForce<\/a> -&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-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-agent-training-program-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Agent Training Program Checklist<\/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\/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 the Call Center Quality Assurance Audit Template: Quality Assurance (QA) is a vital component in every industry from healthcare to education, manufacturing to IT. Customers want to know they\u2019re&nbsp;getting&nbsp;quality products; companies want to know they\u2019re&nbsp;delivering quality service. But how do you measure more subjective qualities, like customer interactions? More importantly, how do you [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24578,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcc4","cover_icon_url":"","tasks_count":"24","template_description":"Use this checklist to audit a call center agent's performance.","template_id":"sLaGcK_qT008ESdnS_VNrg","task_0":"Introduction to the Call Center Quality Assurance Audit Template:","task_slug_0":"introduction-to-the-call-center-quality-assurance-audit-template","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":"Check agent's initial greeting","task_slug_5":"check-agents-initial-greeting","task_6":"Confirm customer verification procedure 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