Free Phone Interaction Assessment Form

Please fill out the form to evaluate the customer representative's quality of phone interactions.
Company Name
Client Name
Call ID
Call Date
Date
Call Reason
Mail Request
Payment Method
Free Waiver
Course Fee
Technical Support
Business Hours
CC Registration
Interaction Type
Client
Attorney
Both
Call Duration (sec)
QA Score
Service Quality
Call Detail
Call Detail | Yes | No | N/A |
|---|---|---|---|
Verification Completed | |||
Used Proper Greeting | |||
Responsiveness | |||
Friendliness | |||
Provided Accurate Information |
Soft Skills
Soft Skills | Yes | No | N/A |
|---|---|---|---|
Avoid Long Silence | |||
Kept the Conversation on Task | |||
Respectful Tone | |||
Clear Explanations | |||
Active Listening Skills | |||
Offered Further Assistance | |||
Call ended with Appropriate Manner |
Other Issues
Details about the Call issue
Noisy Background
Unanswered
Delay/Echoing
Voice Mail
Mouthpiece too Close
No issue
Additional Notes/Comments
Evaluator's Signature
Name:
Date:
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Enhance your phone interactions with our Phone Interaction Assessment Form Template from Template.net. This customizable and editable form helps you evaluate call quality, professionalism, and customer service. Easily tailor it to your specific criteria using our intuitive AI Editor Tool. Download now and streamline your phone assessments for improved communication and performance!