Did the agent say thank you for calling or apply a local greeting?
Did the agent mention the company name?
Did the agent mention his/ her name?
Did the agent offer assistance to the caller?
If the call was transferred did the agent adapt the greeting accordingly?
Did the agent ask for / confirm the caller's name?
Did the agent ask for/ confirm the caller's company Name?
Did the agent ask for / confirm the caller's telephone number?
Did the agent ask for/ confirm the customer's account number?
The agent displayed knowledge of previous calls
Full details of the call were obtained and understood
The agent offered an appropriate timescale for a solution
The customer was notified of all relevant documentation
The agent offered transaction confirmation
Correct procedures followed for placing a customer on hold
Agent did not interrupt or talk over the customer
Agent used effective questioning skills
Agent demonstrated active listening
Agent dealt with all the issues raised
Agent went the extra mile for best customer experience