Template

Call Center Audit for Education Support

by Umrbek Murtazayev, from the Community

This call center audit checklist helps education support teams evaluate call quality and consistency. It covers proper greetings, clear purpose identification, review of student history, accurate information, clarifying questions, and professional problem resolution. The checklist reinforces active listening, empathy, and confidentiality, and includes prompts for appropriate upsell or alternative offers. Use it to coach agents, maintain standards, and improve student satisfaction across support channels.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Call Center Audit Checklist 888 Info
Evaluate call center performance with this 888 Info audit checklist. Review agent greeting, verify client number, confirm call purpose, and assess problem resolution and professionalism. Check customer history review, accuracy of information, and responsiveness. Measure communication skills, active listening, empathy, tone consistency, and language use. Ensure confidentiality for students, staff, and systems. Verify minimal silence, correct closing, and satisfaction confirmation, with a reminder for call rating. Use this template to standardize QA, coach agents, and improve customer experience.
by Umrbek Murtazayev, from the Community
Downloads: 10+
Get
Template
Klinik Call Center Audit Form
This Klinik Call Center Audit Form helps healthcare teams evaluate the quality of patient phone interactions. The checklist covers greeting and professionalism, clear communication, empathy, active listening, responsiveness, and efficiency, including prompt answer times and hold-time etiquette. It guides reviewers to assess problem identification and resolution, the accuracy and completeness of information provided, verification of patient status and contact details, and a patient‑centric approach. Final sections confirm proper call closure and capture observations and recommendations. Use this customizable template to drive consistent call handling, improve patient experience, support staff coaching, and strengthen compliance across clinic call centers.
by Heba Fadel, from the Community
Downloads: 0
Get
Template
Call Center Quality Assurance Form
This Call Center Quality Assurance form helps QA specialists evaluate customer calls against standard protocols. It covers greeting and call opening, probing questions to understand customer needs, solution accuracy and clarity, options and resources provided, transfer procedures, empathy and professionalism, call handling efficiency, and end-of-call practices such as offering further assistance and closing appropriately. The form includes sections for observations and recommendations plus signatures from the QA specialist and the employee. Use SafetyCulture to capture results, generate reports, and analyze trends to continuously improve service quality while controlling template permissions across teams.
by Hannah McGowan, from the Community
Downloads: 0
Get
Template
Call Monitoring Form
Use this call monitoring form to evaluate call center or customer service interactions for dealer and specialty door teams. Assess greeting, needs analysis, solution accuracy, option offering, resource sharing, transfer procedures, empathy, professionalism, call duration, and closure. Include comments and signatures to document performance and coaching opportunities. Ideal for QA reviews and continuous improvement across support and sales teams.
by Bobbi Verneman, from the Community
Downloads: 0
Get

Call Center Audit Checklist 888 Info

Evaluate call center performance with this 888 Info audit checklist. Review agent greeting, verify client number, confirm call purpose, and assess problem resolution and professionalism. Check customer history review, accuracy of information, and responsiveness. Measure communication skills, active listening, empathy, tone consistency, and language use. Ensure confidentiality for students, staff, and systems. Verify minimal silence, correct closing, and satisfaction confirmation, with a reminder for call rating. Use this template to standardize QA, coach agents, and improve customer experience.

by Umrbek Murtazayev, from the Community

10+

Get

Template

Klinik Call Center Audit Form

This Klinik Call Center Audit Form helps healthcare teams evaluate the quality of patient phone interactions. The checklist covers greeting and professionalism, clear communication, empathy, active listening, responsiveness, and efficiency, including prompt answer times and hold-time etiquette. It guides reviewers to assess problem identification and resolution, the accuracy and completeness of information provided, verification of patient status and contact details, and a patient‑centric approach. Final sections confirm proper call closure and capture observations and recommendations. Use this customizable template to drive consistent call handling, improve patient experience, support staff coaching, and strengthen compliance across clinic call centers.

by Heba Fadel, from the Community

Get

Template

Call Center Quality Assurance Form

This Call Center Quality Assurance form helps QA specialists evaluate customer calls against standard protocols. It covers greeting and call opening, probing questions to understand customer needs, solution accuracy and clarity, options and resources provided, transfer procedures, empathy and professionalism, call handling efficiency, and end-of-call practices such as offering further assistance and closing appropriately. The form includes sections for observations and recommendations plus signatures from the QA specialist and the employee. Use SafetyCulture to capture results, generate reports, and analyze trends to continuously improve service quality while controlling template permissions across teams.

by Hannah McGowan, from the Community

Get

Template

Call Monitoring Form

Use this call monitoring form to evaluate call center or customer service interactions for dealer and specialty door teams. Assess greeting, needs analysis, solution accuracy, option offering, resource sharing, transfer procedures, empathy, professionalism, call duration, and closure. Include comments and signatures to document performance and coaching opportunities. Ideal for QA reviews and continuous improvement across support and sales teams.

by Bobbi Verneman, from the Community

Get

Call Center Audit for Education Support

About author

You might also like

Call Center Audit Checklist 888 Info

Klinik Call Center Audit Form

Call Center Quality Assurance Form

Call Monitoring Form

You might also like

Call Center Audit Checklist 888 Info

Klinik Call Center Audit Form

Call Center Quality Assurance Form

Call Monitoring Form