Call Calibration-PaddlePoint
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Call Monitored By *
Learning Consultant Name
*
CX Phone Number
*
Course Name
*
Call Disposition (By LC)
*
Call Opening *
12 points
Pass
Fail
NA
Did the agent open the call well (Energy, Tone etc..)
Did the Agent Greet the customer?
Did the Agent open the call within 5 sec
Was the Agent Introduced Self?
Was the Agent Introduced Company?
Did the agent confirm City?
Probing *
14 points
Pass
Fail
NA
Did the Agent confirm whether the customer is working Professional or student?
Did the Agent ask where the customer is working?
Did the Agent confirm the customer's current designation?
Was the Agent Confirmed Job Experience?
Did the Agent confirm why the customer is looking for a particular course?
Did the Agent Probed to understand Customers' choice?
Was the Agent Confirmed how soon the customer wanted to start the course?
Acknowledgement *
3 points
Pass
Fail
NA
Was there a timely acknowledgement on the call?
Product Information & Sales Pitch *
21 points
Pass
Fail
Fatal
NA
Did the Agent inform the Modules?
Did the Agent deliver the Key features of the course?
Did the Agent inform our FOC?
Was the Agent informed about Accreditation?
Was the Agent informed about the Training plan and Exam structure?
Did the Agent informed validity of certificate (If required)
Did the Agent informed Course Fees? (with GST or without)
System Navigation *
5 points
Pass
Fail
NA
Did the agent investigate the account before calling the customer?
Did the Agent call the customer within 2hrs (TAT)?
Objection Handling *
4 points
Pass
Fail
NA
Did the Agent handle the customer's objection / Concern?
Tone / Pace *
13 points
Pass
Fail
Fatal
NA
The agent's tone was Professional & Polite over the call?
Agent tone was in Controlled pace?
Agent tone was direct on the call?
Agent tone was Conversational/transactional?
Agent was confident while speaking with the customer?
Active Listening *
3 points
Pass
Fail
NA
Was the agent attentive / Listening to the customer throughout the call?
Personalization *
4 points
Pass
Fail
NA
Did the agent make a personal connection?
Rapport Build
*
5 points
Pass
Fail
NA
Did the agent Build the rapport?
Urgency Creation
*
5 points
Pass
Fail
NA
Did the Agent create the urgency on the call?
Interruption
*
3 points
Pass
Fail
NA
Was the agent interrupting the customer while speaking?
Call Closing
*
3 points
Pass
Fail
NA
Did the agent close the call well? (Energy, Tone, ,Thank, Feedback, Further assistence)
Documentation
*
5 points
Pass
Fail
Fatal
NA
Did the agent document all the mandatory information that was discussed on the call?
Did the Agent dispose of the call accurately?
Is This Call Fatal? *
Call Observation
*
Good Points
*
Area Of Improvement
*
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