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 👉
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.
Goal follow-up:
Instructions: Use this section to assess any goals from your last session.
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?