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Queue Review

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Data & Development

A few things to take into account about this doc.
We are pulling this info 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 or goals to others. We understand that each of you are unique and the stats should reflect that.
This is new, so feedback is welcome.
Instructions (for managers) are in blue; feel free to delete these.

Let’s look back on the past 8 weeks 👓



Part 1 - Pulled tickets for content review:

Instructions: Both managers and CCs can bring tickets for review. Before the Queue Review, add ticket links & takeaways here. For takeaways, be sure to look for trends across the individual’s tickets. This is not about finding “mistakes” in individual tickets, but rather opportunities for growth across a range of tickets.
Use the “Discussed” checkbox to indicate once a ticket has been discussed.

Check box to show past queue reviews 👉
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7/26/2022
Strengths: Overall you’ve really become a Coda expert and skilled troubleshooter. I see you practicing a nice mix of using resources and personalized support. Great use of screenshots and video recordings - really going the extra mile (assuming the video recordings don’t feel like too much work?). Also love the personal, fun, coaching tone you take with customers. Great job explaining complex stuff! Opportunities: The only opportunities I could really see are just around some of the most complex, advanced Coda knowledge. And it didn’t really reflect gaps in your knowledge specifically, but gaps in the team’s knowledge (yay for upcoming trainings). Also, don’t be afraid to keep asking for help and escalating tickets. I didn’t necessarily see any signs that you weren’t doing this, but I know sometimes it gets harder to do the longer you’ve been here. If you’ve checked the resources available to you and you’ve done the troubleshooting you’re aware of, it’s OK to ask/escalate.
7/26/2022
Ticket Takeaways
Strengths: Overall you’ve really become a Coda expert and skilled troubleshooter. I see you practicing a nice mix of using resources and personalized support. Great use of screenshots and video recordings - really going the extra mile (assuming the video recordings don’t feel like too much work?). Also love the personal, fun, coaching tone you take with customers. Great job explaining complex stuff!
Opportunities:
The only opportunities I could really see are just around some of the most complex, advanced Coda knowledge. And it didn’t really reflect gaps in your knowledge specifically, but gaps in the team’s knowledge (yay for upcoming trainings).
Also, don’t be afraid to keep asking for help and escalating tickets. I didn’t necessarily see any signs that you weren’t doing this, but I know sometimes it gets harder to do the longer you’ve been here. If you’ve checked the resources available to you and you’ve done the troubleshooting you’re aware of, it’s OK to ask/escalate.

Discussion

Discussed
Tickets
Search
Link
Strengths
Opportunities
Notes
Open
Open
Open
Open
Open
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Goals
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Goal Name
Date Added
Notes
Goal Progress
There are no rows in this table


Part 2 - Queue data:

For a live view of your data in Intercom,
Instructions: Before each queue review, managers will look over the individual’s Intercom dashboard. Due to the messiness of Intercom data, we won’t be relying too heavily on individual charts or stats. Instead, managers should look for:
Areas of growth to celebrate (increased CSAT, increasing ticket volume, etc.)
Areas of concern to discuss (decreasing CSAT, notably low ticket weeks, etc.)
Frame these discussions as opportunities to learn and support, not as punitive
And if not seeing any growth or concern, you can just assure the individual that they’re doing great and are very consistent in the queue. After someone has been in this role a while, it makes sense that we wouldn’t be seeing growth, and that’s totally fine!
During the session with your direct, look over the dashboard together and discuss. Share any of the above notes with your direct.
Search
7/26/2022
Takeaways: Your performance looks great from all angles! Great job on CSAT Seems like your convo count and reply count was at an all-time high back in late May, and has come down a bit. But based on looking at other teammates numbers, I suspect where you’re at now is a healthier baseline. Perhaps you were pushing beyond what’s sustainable in late May? Also we have more people on the queue now, so it makes sense that everyone’s numbers will come down a bit (it’s a good thing 🎉)
Date Added
7/26/2022
Queue Perf Takeaways
Takeaways: Your performance looks great from all angles!
Great job on CSAT
Seems like your convo count and reply count was at an all-time high back in late May, and has come down a bit. But based on looking at other teammates numbers, I suspect where you’re at now is a healthier baseline. Perhaps you were pushing beyond what’s sustainable in late May? Also we have more people on the queue now, so it makes sense that everyone’s numbers will come down a bit (it’s a good thing 🎉)

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Goal Name
Notes
new goal
Open
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Added By
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Goal follow-up:

Instructions: Use this section to assess any goals from your last session.
Goal Name
Date Added
Notes
Goal Progress
Accomplished
new goal
4/13/2022
Open
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Customer Champion feedback 📣

Instructions: Customer Champions should leave any & all feedback about this Queue Review. How can we make it more useful for you? What do you like and not like?

Dory: Feedback & Ideas for Queue Review

Any feedback about this queue review process? Any other data you would like to see - or areas you’d like to cover - to better enable growth & development?
Add a topic
Idea
Author
Upvote
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Notes
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