Customer Service Evaluation Observation Log Form
Log and evaluate customer service interactions through structured observation.
Date and Time of Observation
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Customer Service Representative Name
*
Interaction Type
*
Phone Call
In-Person
Email/Chat
Other
Greeting and Introduction
*
1
2
3
4
5
Listening and Understanding Customer Needs
*
1
2
3
4
5
Product or Service Knowledge
*
1
2
3
4
5
Professionalism and Courtesy
*
1
2
3
4
5
Resolution Effectiveness
*
1
2
3
4
5
Detailed Performance Evaluation
*
Rows
Excellent
Good
Fair
Needs Improvement
Communication Skills
1
2
3
4
Problem Solving
5
6
7
8
Adherence to Procedure
9
10
11
12
Comments or Notable Observations
Submit Evaluation
Should be Empty: