Free Call Agenda Template
Customer Service Call Agenda
Date: Aug 12, 2051
Time: 9:00 AM to 4:00 PM
Written by: [YOUR NAME]
Purpose:
Ensure client satisfaction through issue resolution, gather feedback for service improvement, and share updates on new procedures. Reinforce communication skills, review key performance metrics, and address any concerns. Encourage a customer-centric approach and affirm team collaboration for effective problem-solving.
Agenda:
9:00 AM - 11:00 AM: Call Agenda Overview and Training
- Brief discussion on the importance of the Call Agenda process. (Approx. 30 mins)
- Training on effective Caller communication. (Approx. 1 hour)
- Role-playing exercise for Call Agenda practice. (Approx. 30 mins)
11:00 AM - 1:00 PM: Call Handling Techniques
- Familiarization with common call scenarios and appropriate responses. (Approx. 40 mins)
- Training on dealing with difficult caller situations. (Approx. 40 mins)
- Mastery of up-selling and cross-selling techniques during calls. (Approx. 40 mins)
2:00 PM - 4:00 PM: Review and Assessment
- Discussion and feedback session on the morning's training. (Approx. 45 mins)
- Quiz on Call Agenda and techniques. (Approx. 45 mins)
- Key takeaway messages and closing remarks. (Approx. 30 mins)