Sample 1:1 Doc

Explore

Pages

Queue Review (OLD)

Data & Development

A few things to take into account about this doc.

We are pulling this data so you have a clearer picture of your growth, and can be more in control of your progress.

We are creating custom plans for everyone, so in no way should you feel like we are comparing your stats to others. We understand that each of you are unique and the stats should reflect that.

This is new, so feedback is welcome.

Let’s look back on the past 8 weeks 👓

Today’s date:

4/21/2022

⁠

Pulled tickets for content review:

Both managers and CCs can bring tickets for review

https://app.intercom.com/a/apps/m22vs7y5/inbox/inbox/5394264/conversations/41286616339961

Strengths: friendly tone; product expertise; empathetic Opportunities: strive for more coaching/teaching, less doing (walk them thru how to do it themself, or share videos to demonstrate)

https://app.intercom.com/a/apps/m22vs7y5/inbox/inbox/5394264/conversations/41286616886733

Strengths: great use of sharing resources (HC article), keep it up!

https://app.intercom.com/a/apps/m22vs7y5/inbox/inbox/5394264/conversations/41286616369864

Strengths: awesome voice & tone (encouraging, authentic, friendly); love the use of videos

https://app.intercom.com/a/apps/m22vs7y5/inbox/inbox/5394264/conversations/41286616936971

Strengths: first reply is great example of asking clarifying questions & sharing resources; great use of video Question: how long do these videos take you? do they feel like a good use of time?

Takeaways

Strengths: friendly tone; product expertise; empathetic

Opportunities: strive for more coaching/teaching, less doing (walk them thru how to do it themself, or share videos to demonstrate)

Discussed

Date Added

4/19/2022

Goals

⁠

Data charts:

You can find a full live report

here⁠

CSAT Breakdown

4/19/2022

Convos Participated

4/19/2022

Reply Volume

4/19/2022

Screen Shot 2022-04-19 at 12.36.46 PM.png

Chart Type

Date Added

4/19/2022

How do you feel about this data, and the last few weeks?

Sentiment

Reflection

Discussion notes

Author

You should be very proud of your CSAT. Weekly CSAT has a pretty small sample size so, as you can see, it’s easy for one negative rating to throw things off.

Open

There are no rows in this table

Goals for next month

Goal Name

Goal Type

Date Added

Notes

There are no rows in this table

Discussed

⁠

Goal follow-up:

Goal Name

Date Added

Notes

Goal Progress

Accomplished

Related Chart

Related Ticket

Aim for more coaching / less doing

4/27/2022

Open

https://app.intercom.com/a/apps/m22vs7y5/inbox/inbox/5394264/conversations/41286616339961

There are no rows in this table

⁠

Customer Champion feedback 📣

Dory: Feedback & Ideas for Queue Review

Any other data you would like to see monthly to better enable growth & development?

⁠

Add a topic

⁠

Idea

Author

Upvote

Downvote

Notes

There are no rows in this table

⁠

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.