Initial project strategy report, the budget report.
1️⃣ First‑Call Resolution (FCR) ≥ 80 % Resolve the customer’s issue in a single interaction (≤ 3 min avg. handle time). Boosts satisfaction, reduces repeat calls, improves KPI.
2️⃣ Net Promoter Score (NPS) ≥ 45 Post‑call survey rating of “How likely are you to recommend us?” Direct gauge of loyalty & word‑of‑mouth potential.
3️⃣ Average Handle Time (AHT) ≤ 3 min End‑to‑end call duration (greeting → wrap‑up). Keeps volume targets realistic while maintaining quality.
4️⃣ Call‑Quality Score ≥ 90 % Internal audit checklist: greeting, active listening, solution offered, closing. Ensures consistency & professionalism.
5️⃣ Escalation Management ≤ 5 % Percentage of calls transferred to Tier 2 or supervisor. Indicates effectiveness of front‑line problem solving.
6️⃣ Documentation Accuracy 100 % Correct entry of call notes, case ID, and follow‑up actions in CRM. Prevents data loss & supports audit trails.
7️⃣ Compliance Adherence No policy breaches (e.g., data privacy, script usage). Protects the company legally & reputationally.
8️⃣ Upsell/Cross‑sell Conversion ≥ 15 % Percentage of calls where an additional service is offered & accepted. Direct revenue impact from service interactions.
9️⃣ Customer Feedback Loop Summarize top 3 recurring issues weekly & share with product & ops teams. Drives continuous improvement & reduces churn.
🔟 Remote‑Work Readiness Maintain a quiet, distraction‑free workspace & dress formal‑casual for video calls. Ensures professional image & focus while working off‑site.