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Sample 1:1 Doc
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    • Queue Review
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Queue Review - Content Review 2
Date
Ticket Takeaways
Discussion
Discussed
Tickets
Goals
7/26/2022
Open
Open
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Queue Review - Data Sentiment
Date Added
Queue Perf Takeaways
Goals for next month
Added By
7/26/2022
Open
There are no rows in this table


Queue Review - Goals 2
Goal Name
Date Added
Notes
Goal Progress
new goal
4/13/2022
Open
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Intercom Tickets
Link
Strengths
Opportunities
Notes
Added By
Added On
Open
7/25/2022
Open
7/25/2022
Open
7/26/2022
Open
7/26/2022
Open
7/26/2022
Open
7/26/2022
Open
7/25/2022
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Strength Tags
Name
Explanation
celebration
Taking time to celebrate the maker and their creation
extra learning
Going beyond the immediate issue and question to share some extra, related learning
tech advice
Sharing more of that critical, technical insight or advice
expertise
Showing your true Coda mastery
thanking
Appreciating and thanking the customer (for their question, for their patience, for their feedback, etc.)
sharpness
Clear, concise, easy to understand explanations and information
playfulness
Keeping things fun, light, human, and engaging
coaching
Not doing for the maker, but coaching them to do it themself
personalization
Make each communication feel personal and applicable; not overusing macros
thoroughness
Reading carefully, understanding the full extent of the issue, and being very thorough in your support
efficiency
Solving the customer issue in a satisfactory yet (time) efficient way
clarification
Asking effective, relevant clarifying questions; clarifying points of confusion
resourceful
Sharing relevant, helpful resources
There are no rows in this table

 
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