Agent Coaching Form
Date
-
Month
-
Day
Year
Date
Time
Hour Minutes
AM
PM
AM/PM Option
Employee Name
First Name
Last Name
Employee ID
Position/Title
Department/Account
Email Address
example@example.com
Checklist
Yes
No
Remarks
Did the agent meet the weekly target appoinment?
1
2
Did the agent follow the correct use of rebuttals in order to answer customer's objections?
3
4
Did the agent has no attendance issue
5
6
Did the agent perform product knowledge
7
8
Did the agent verify the customer's account?
9
10
Did the agent verify the customer's email address and phone number?
11
12
Did the agent documented the account properly?
13
14
Did the agent use the proper calendar appointment?
15
16
Observations
Action Plan for the Employee
Goal Settings for the Employee
Employee's Acknowledgment and Reply
Employee's Signature
Date Signed
-
Month
-
Day
Year
Date
Supervisor's Name
First Name
Last Name
Supervisor's Signature
Date Signed
-
Month
-
Day
Year
Date
Submit
Should be Empty: