Customer Satisfaction Checklist

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Customer Satisfaction Checklist

Agent name:________________
Observer: __________________
Date: _____________________

Instructions for observer: Review the agent’s call and determine whether the following items were met.
After the call, review this checklist with the agent.
1. The agent followed each step of the Yes____ No____ N/A____
company’s call flow process.
Comments:

2. The agent demonstrated empathy Yes____ No____ N/A____


and understanding when/if the
customer expressed their baggage. Comments:

3. The agent used positive language Yes____ No____ N/A____


and exercised soft skills to de-
escalate the call with the customer. Comments:

4. The agent was sensitive to the Yes____ No____ N/A____


customer’s prior experience with
the company during the call. Comments:

5. The customer successfully solved Yes____ No____ N/A____


the customer’s problem.
Comments:

6. The agent provided customer Yes____ No____ N/A____


service worthy of a positive
customer review. Comments:

Additional comments:

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