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How to create a successful onboarding process
Why onboarding is crucial for customer retention
How to measure the success of onboarding
A simple spreadsheet scorecard is better than not reviewing interactions at all. However, if a spreadsheet is no longer working because of higher volumes, larger teams, or a need for better reporting, consider one of the customer service quality assurance tools on the market.
Key considerations include:
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Launching a successful QA process needs the right environment for the team and training on how to review effectively.
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Quality assurance can take many forms. The right choice will depend on your team size, conversation volume, and resources.
Four common options include:
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You cannot realistically review every customer interaction. Below are some suggestions, so use what works for you.
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Collect data from the following sources:
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Customer satisfactionย andย customer service qualityย are not the same things.
A smiley face in your post-service feedback survey does not mean you gave your customers great service. They might love the product and consider the service okay enough. Or they...
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A rubric is a list of criteria that you can measure a customer service answer against.
A rubric might include these areas:
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