SWAT Call Review / Advisor Sync / Advisor Call Shadow Response Form

Please provide your full name.

SWAT Leader Leading your Activity?

Did the Advisor Provide a appropriate Assure Statement? Yes or No, If No what would you have said to assure the customer on this call?

Did the Advisor Clearly gain agreement with the customer on the issue they were having?

Yes

I don't Know

Did the Advisor Log the case Correct? (Yes or No) How would you have logged this case if No?

Are the Advisors Case Notes Clear and accurate to the call interaction?

Yes

I don't Know

What tools did the Advisor use on this call? What tools do you think could have been added to work more efficient on this call?

Did the Advisor gain agreement appropriate at the resolution of this call? (Yes or No) If no provide a statement that could have been more appropriate to this call.

What is one thing you can take away from this call, that you can start implementing on your calls?

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