CSC Academy

Academy Assistant Name: *

Consultant Name: *

Date & Time: *

E-mail address: *

taylor.marks@allangray.co.za

Did the consultant assign correctly? *

Smooth assigning

Assigning went well, but can be improved

Assigned

Attempted to assign, but did so incorrectly

Did not assign

Did the consultant verify correctly? *

Smooth verification

Verification went well, but can be improved

Verified

Attempted to verify, but did so incorrectly

Did not verify

Did the consultant service correctly? *

Smooth servicing

Service went well, but can be improved

Standard servicing

Attempted to service, but did not service holistically

Serviced incorrectly (misunderstood client's needs)

Did the consultant follow correct "confirm details" process? *

Followed correct process

Remembered to check before end of the call

Checked confirm details tick right before call ended

Checked confirm details right after the call ended

Did not check confirm details tick

Not applicable (Email Interaction)

Did the consultant use the correct interaction reasons (or attempt to)? *

Good attempt & Correct interaction reasons

Good attempt & Mostly correct interaction reasons

Attempted

Attempted & Not on track with interaction reasons

Did not attempt interaction reasons - Asked AA first

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