Phone Interaction Assessment Form
Call Details
Company Name
Client Name
First Name
Last Name
Call ID
Call Date
-
Month
-
Day
Year
Date
Call Reason
Mail Request
Payment Method
Free Waiver
Course Fee
Technical Support
Business Hours
CC Registration
Other
Interaction Type
Client
Attorney
Both
Call Duration(sec)
Ex:45
QA Score
1
2
3
4
5
Service Quality
Call Detail
Yes
No
N/A
Verification Completed
Used Proper Greeting
Responsiveness
Friendliness
Provided Accurate Information
Soft Skills
Yes
No
N/A
Avoid Long Silences
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
Other
Additional Notes/ Comments
Evaluation Date
-
Month
-
Day
Year
Date
Evaluator Name
First Name
Last Name
Evaluator Signature
Clear
Submit
Should be Empty: