D.A.T. - Survey Expectations Revisited

This survey is designeed for associates to review surveys that indicate the customer's expectations were not met. Associates have the opportunity to review their surveys and incidents and identify where exactly the customer felt they were not satisfied and posit how we can delight customers with simlar issues in the future.
Name (optional): 


  1. Enter the Incident Number


  1. Did you believe you satisfied this customer at the conclusion of the call?
    Yes
    No


  1. What would be the most appropriate category to describe this call type?
    Shop Buy
    Calculations
    Efile Issue
    Rejections
    Notices


  1. How well did the customer state this contact met their expectation?
    Exceeded Expectations Greatly
    Exceeded my Expectations
    Expectations Met
    Fell somewhat short of expectations
    Fell way short of expectations


  1. Paste the customer's survey comments here.


  1. What can be done differently on the contact to delight the next customer that calls about a similar issue?





Sutherland Global Services