How to Demeanor A Performance Call Center Audit Checklist

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The contact center is an operational establishment that handles a large volume of inbound/outbound calls. Calls center basically can be from or to customers, or they may be involved, prospective new customers. An active call center has specific, measurable performance criteria. All training for call center personnel and procedures. There are guidelines for the contact center to follow. Ensure that the call center is fully optimized for efficiency and effectiveness.

Conduct a periodic call center audit checklist as well.


Standard established for how many calls should be handled on per hour and what should result from the calls. For example, in term of an outbound center, set a goal for the average number of calls per hour. The percentage of calls that should result in a sale and average sale dollar amount.

In audit productivity, check the result against these standards on one by one, supervisory group and department basis. Usually, an audit identifies that employees or groups are not meeting or exceeding their goals. That corrective action may be taken. In the largest call center, data is readily available from the contact center integrated system. It controls and records data from all telephone-based or online chat activities as well.

Customer And Prospect Relations

Effective inspection and communication relations with customer prospects by conducting the survey. These all with those called and who contact the call center to determine their level of satisfaction with the contact event. For example, ask contacted if the contact center representative handled the calls courteously and responsively. Additionally, conduct random call monitoring to access how well prospects or the customer was served.

Procedures And Process Reviews

Also verified the contact center is adhering to written policies and procedures or defined processes for operations. Supposed, check the system for changing employees from one shift to another.

Also, examine the methods of the call center to evaluate all steps in the process that are very necessary. No matter any of them can be eliminated, integrated or if an action may be done less expensively. But at the same effectiveness level.


Must measure the employee turnover in the call center. Else, turnover is excessive, conduct a more in-depth audit to determine why. For example, an adult can find that most of the turnover is caused by a particular manager who lacks adequate supervisory skills.


Audit In 10 Essential Area Is Recommended For Checklist

Representative call center and its employees within those organizations that have ways of doing things. That is tightly woven in the fabrics. It is complicated to tell why things are done in a certain way. They are; after all when something is working, so why change it? Why question for that matter?

Call center operations requires a delicate balance of different components. It is often best to leave things alone. But with careful evaluation, you may tweak your contact center practices and set up your staff for even more success.

What should be assessed Call center audit checklist?

Core Components In The Call Center.

  • These core components may seem too simplistic; else, a careful evaluation often reveals opportunities for improvement.
  • Is your contact center’s offer compelling?
  • Is scripting/call guided expertly?
  • What and who is the call center’s target market?
  • What is the strategy in the contact center?

You should not be afraid to adjust the call center’s core components. It is also a slow death once a core component gets stale.

Call Monitoring In The Call Center

About the quality assurance is widely used to check the calls and provide quality feedback to the agents. Several companies overlook the opportunity for the quality assurance function to listen for global elements. For example, is the contact center’s scripting working? Is the center’s offer working? Are you reaching the call center’s intended target audience?

Usually, the people are performing the quality assurance function that should be encouraged to look at the bigger picture as well as analyzing. They are investigating each call one by one. Typically quality assurance monitoring programs use call center audit checklist and graded evaluations. This tends to cause global elements to be overlooked.

Data Analysis In The Call Center

Past years, have the call center contact rates shifted? Outbound programs, do you know when you have reached a diminishing rate of return on calling list? Have you any idea the impact of the phone number you display on caller ID?

  • How are many call center contacts made at first attempt? Second attempt and third attempt?
  • What is the most profitable attempts management plan?
  • What is the most effective attempt to rule?
  • And the impact of using a different modification on caller ID? (800 number, company name, product name, etc.)?
  • The time of day for the call center to make the call? And what is the best time of day for the call center to make sales or conversation?

Contact Center Technology

Your contact center maximizing to contact while minimizing abandoned the calls? Or, are you increasing dialer performance by using the night line to call center ratio? Or you have the right numbers of agents that assigned to the campaign? If this is all possible, so the best to have one person be in charge of the dialer setting.

Often many hands on the controls that can cause duplication of efforts and be undoing that someone else that has just modified. It is ideal to track the date or time and specific changes that were made, and you know what results that are tied to the technology settings were utilized. This allows for better tracking and reporting to find what will work the best.

Call Center Reporting

Get measured or what gets done. Call center usually loves reports. However, a careful inspection of the call center to make sure that stories are being utilized. Supposed that statements are not using in the call center, get rid of them and free up the precious time to work on that is important, (to generate a different or more useful report)


If the company is using call recording and you have already invested a significant amount of resources in establishing the recording system. It requires your management team to listen to the recorded calls on a routine basis. Furthermore, don’t look for the typical things like the call quality and how a center representative handled the customer.

Call Center Training Beyond New Employee Orientation

Listen to 20 calls and evaluate where the contact center representatives as experiencing difficulty in their requests. Shall they be losing opportunities early in the fall or late in the call? Holding focus groups periodically with employees that are the best way to gain insight from front-line call center employees.

This also keeps lines of communication open between these contact center representative and management. It also gives your team another opportunity to communicate successes and challenges.

Incentives and Goals

Set up a goal in the call center that gives representatives a focus that something to strive for. Different areas and incentives tie together. In the call center environment, it is easy to run different competitions and games within the call center to create an emphasis for your team.

Operations tend to run best when creative contest and incentives that are executing. With another idea that to consider is building groups within the call center. Use the valuable resources within your team. Like, if someone is an artist and have them create a poster to go along with the game or some theme for that program.

Call Center Leadership/ Management

Call center leadership usually require focusing on the right things. It’s providing a stimulating environment with creative issues solving. This is not easy to work in a call center as the job of a manager is much harder. Do a quick self-check on your management. Successful leadership means developing your center team allowing them to spread their wings.


Communicating until that you think people are sick of hearing your messages and will transmit it again and again. Using this checklist that will help to ensure you believe in a big-picture the way about the best way to improve a contact center performance in your operation. However, most likely, you will find that a tweak will benefit your Call center audit checklist and also ensure its long-term success.

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