Canada Call/Chat Review Tracker
Name: 


A red asterisk (*) indicates required questions.

  1. Evaluator - Oracle ID*


  1. Call ID / Session ID*


  1. Review Type*
    Non- Converted
    Live Monitoring
    Post Validation


  1. LOB*
    Voice
    Chat


  1. Main Driver
      *


  1. Product Model*


  1. Intervention Done  *


  1. BOSS - Opening - greet and brand HP  *


  1. Needs-based questioning and customer profiling
      *


  1. Recommendation and assumptive close  *


  1. Connects  *


  1. If connect was positioned, what was it?  *


  1. Objection handling  *


  1. Confidence in the Recommendation and Enthusiasm  *


  1. Non- Conversion Reason (Main Category)*
    Agent
    Process
    Product
    Misrouted
    Tool Issue
    Call disconnected


  1. Non- Conversion Reason (Sub- Category)  *


  1. Notes and Coaching Details *





HP HHO Program
Boise, ID