Call Evaluation

Call Evaluation

[YOUR COMPANY NAME]


Agent Information:

Name:

Supervisor:

Date:

Call Reference:

Call Recording Reference:

Customer Number:


Date: [DATE]

Introduction

This Call Evaluation Form is designed to systematically assess phone interactions between customer service representatives and customers. The primary objective is to evaluate and enhance communication skills, problem-solving abilities, adherence to protocols, and overall customer satisfaction. By utilizing this evaluation, we aim to identify areas of improvement and provide targeted training and feedback to enhance the quality of customer service interactions.

Overview

The Call Evaluation Form serves as a structured framework for evaluating phone interactions between customer service representatives and customers. It consists of several key criteria, each designed to assess different aspects of the interaction. By providing ratings and comments based on these criteria, we can gain valuable insights into the performance of our customer service representatives and identify opportunities for further development.

Instructions

  1. Criteria Evaluation:

    • Evaluate each criterion based on the phone interaction observed.

    • Use a rating scale of 1 to 5, with 1 being the lowest and 5 being the highest.

    • Provide comments to support your ratings, highlighting specific examples or observations.

  2. Rating Scale:

    • 1: Poor

    • 2: Below Average

    • 3: Average

    • 4: Above Average

    • 5: Excellent

  3. Comments/Feedback:

    • At the end of the evaluation, provide any additional comments or feedback regarding the phone interaction.

    • Your insights are valuable for improving our customer service standards and enhancing the overall customer experience.

Call Evaluation

Criteria

Description

Rating(1-5)

Communication Skills

Assesses clear and effective communication.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Active Listening

Evaluates attentiveness and understanding of customer needs.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Clarity and Conciseness

Measures clear and concise communication.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Empathy and Professionalism

Assesses understanding and professionalism.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Problem-solving Abilities

Evaluates effective issue resolution.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Adherence to Protocols and Procedures

Assesses compliance with guidelines.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Overall Customer Satisfaction

Measures overall satisfaction.

  • 1 = Poor

  • 2 = Below Average

  • 3 = Average

  • 4 = Above Average

  • 5 = Excellent

Additional Comments

Please use this space to provide any additional comments, suggestions, or feedback regarding the phone interaction:

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