Cancellation/Return Validation Tracker V3 - Updated

Please track pertinent details

Name


A red asterisk (*) indicates required questions.


  1. Agent Name (Please follow the SpeechMiner format)*


  1. Call Type  *


  1. Reason:   *


  1. Agent Opportunity (Select all that apply)*
    No/Lack of investigation (Did not uncover the root cause of the issue)
    The agent did not reinforce the value of the product/HP?
    The agent did not look for other sensible option/s
    Communication Issue: Having a hard time to communicate the options/solution
    The agent did not follow the STS empowerment limit?
    Others (please specify in the notes field)


  1. Wins (Select all that apply)*
    Reinforced the product/HP value, etc.
    Built customer connection
    Lead with appropriate credit
    Asked best questions
    Acted as a consultative expert
    pitched care pack, office or others
    With holiday conversation
    Others (Please specify in the notes)
    None


  1. $ Value (Please follow the correct format)
    Value of the order/item in question*


  1. Outcome  *


  1. Extra field for notes*





Boise, ID