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Call Score Card

Start

Call Score Card

This is a form that will be used to measure the accuracy of each call taken or made by our internal team.

Email address *

Did you introduce yourself and the company accurately? *

Yes No

Row 1

Did you get the Agent's correct information? (name, email, phone number, MPA number) *

Yes No Does not apply

Row 1

Did you get the client's correct information? (name, email, phone number) *

Yes No

Row 1

Did you mention we are on a recorded line? (Debt Only) *

Yes No Does not apply

Row 1

Was the minimum debt requirement discussed or number of employees for ERC? *

Yes No

Row 1

Was the purpose of the call explained? *

Yes No

Row 1

Were all the client's questions answered or follow up set to get them answered? *

Yes No

Row 1

Was accurate information given on the programs discussed? *

Yes No

Row 1

Did you practice active listening and did not cut the client off? *

Yes No

Row 1

Were next steps clear if follow up needed or clear resolution *

Yes No

Row 1

Overall professional and respectful tone used *

Yes No

Row 1

Was everything documented correctly in DPP after the call ended (notes, tasks, correct from, etc.) *

Yes No

Row 1

Call Score Card

Click Submit to finish.