Practice Call Audit

Expert Attitude?

• Level 1

• Level 2

• Level 3

Building Rapport

• Level 1

• Level 2

• Level 3

Greeting

• Yes

• No

Closing?

• Yes

• No

Hold Usage?

• Yes

• No

• N/A

Effective Use of Information

• Yes

• No

• N/A

Resolution Statement

• Yes

• No

• N/A

Survey Promotion

• Yes

• No

• N/A

The case was raised against the correct Account/Contact and Asset/Product in SFDC.

• Yes

• No

• N/A

The subject meets the case documentation guidelines?

• Yes

• No

• N/A