This call centre quality monitoring template helps supervisors assess call handling from start to finish. It covers greeting and identification, account verification, problem diagnosis and resolution, protocol compliance, and customer service skills including tone, pacing, active listening, and professionalism. Sections also review hold, transfer, and escalation procedures, vulnerability awareness, closure practices, and follow-up. Use it to document observations, score performance, and add recommendations for improvement. The template is customizable in SafetyCulture and supports secure, cloud-based record keeping.
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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.
