A client program scorecard, 100 points.
Points are illustrative, and each program sets its own criteria and points from the client's statement of work.
| Criterion | Observable behavior | Points |
|---|---|---|
| Approved greeting | Opens with the client's greeting and the recording notice | 10 |
| Identity verified | Completes every verification step the client requires before account access | 20 |
| Program knowledge | Answers with the client's current policy and product information | 15 |
| Resolution or escalation | Resolves the request or escalates along the client's defined path | 20 |
| Required disclosures | States the disclosures the program requires and uses only permitted language | 15 |
| Disposition accuracy | Codes the call to match what happened | 10 |
| Closing | Confirms next steps and closes in the client's approved wording | 10 |
| Total | 100 |
Illustrative review flags
- A card number or a full account number read back aloud on the recording
- Account details shared before the client's identity verification was completed
- A promise outside the program's authority, such as a refund or a credit the client has to approve
