- Date (MM/DD/YYYY)*
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- UID*
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- Product
*
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- Intent
*
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- Midas Opening | Warm and Friendly Tone
*
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- Acknowledged / Assured / Empathized
*
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- Did the agent perform Structured Probing (identified needs/preferences)
*
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- Used FWR and relayed information effectively
*
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- Did the agent perform Every-Step-of-the-way
*
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- Explanation / Education was clear
*
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- Recapped Service Provided / Steps taken
*
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- Explained further next steps
*
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- Acknowledged other customer dissatisfaction triggers
*
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- Is this a Resolved Call?
*
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- Strengths
*
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- Opportunities
*
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- Auditor
*
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