SUPERVISOR ANNUAL EVALUATION FORM

A modern office setting with a supervisor reviewing evaluation forms, a group of diverse employees discussing in the background, bright and professional atmosphere.

Supervisor Annual Evaluation Quiz

Test your knowledge on the Supervisor Annual Evaluation Framework with this comprehensive quiz! Whether you are a supervisor looking to evaluate your practices or a team member wanting to understand the key criteria, this quiz is designed for you.

Key Features:

  • 10 engaging questions
  • Multiple-choice and text response format
  • Assess your understanding of your role
10 Questions2 MinutesCreated by AssessingEagle452
Name:
The prospect/client phone number should be the first thing we use when searching the account in Keap.
True
False
Notes in Keap only covers appointment and call notes
True
False
Other
Please Specify:
Past Clients who are re-enrolling with appointment scheduled- Note in Keap will be "Case Update Appointment Confirmed"
True
False
Just hit "Send" when responding to emails
True
False
Always Select "Send and set as Waiting On Customer" when responding to an email/ticket
True
False
Enrollment can be completed without updated credit reports
True
False
Prospect email response Note in keap should be titled:
Account Notated
Account Update
Email Sent
Account Check
Account Note
Consultation Appointment Confirmed
Ticket Note
What are the steps of Enrollment?
This must always be included in your keap notes
Date, Time and Ticket Number
Date and Ticket Number
Ticket Number
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