A brand standard call scorecard, 100 points.
Points are illustrative, so fit them to the brand standard, the verification policy, and the authority limits your operation gives an agent.
| Criterion | Observable behavior | Points |
|---|---|---|
| Approved greeting | Opens in the brand's wording and gives the recording notice | 10 |
| Identity verified | Completes every verification step before account details are discussed | 20 |
| Issue understood | Restates the customer's issue before proposing an answer | 15 |
| Accurate information | Answers from current policy, pricing, and product information | 15 |
| Resolution or escalation | Resolves the request or escalates along the path the playbook sets | 20 |
| Follow-up named | States the next step, who owns it, and when the customer will hear back | 10 |
| Closing | Confirms the outcome and closes in the brand's approved wording | 10 |
| Total | 100 |
Illustrative review flags
- Account details discussed before the verification your policy requires was completed
- A refund, a credit, or a commitment made beyond the authority the agent holds
- A full card number or account number read back aloud on the recording
- A disposition code that does not match what happened on the call