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> agent, inbound, outbound, alert analytics, reminders
agent, inbound, outbound, alert analytics, reminders
Agent Checklist
Confirm login credentials and access to systems
Review team targets and performance metrics
Check for any pending training or development sessions
Prepare a list of common customer objections and responses
Organize workspace for efficiency and comfort
Inbound Checklist
Answer calls within the designated time frame
Use active listening to fully understand customer inquiries
Offer personalized solutions based on customer history
Clarify any misunderstandings and confirm resolutions
Ensure satisfaction before concluding the call
Outbound Checklist
Update contact information and notes in the database
Prioritize calls based on urgency and importance
Practice tone and pacing for effective communication
Confirm the best time to reach the contact during the call
Gather feedback and suggestions during conversations
Alert Analytics Checklist
Identify key performance indicators to track
Set up regular reporting schedules for data review
Investigate any spikes or drops in analytics data
Share insights with team members for collaborative analysis
Adjust strategies based on findings and outcomes
Reminders Checklist
Create a daily task list to stay organized
Set reminders for client anniversaries or special events
Review and update goals on a weekly basis
Send reminders for team meetings or brainstorming sessions
Use digital tools to automate reminder notifications
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Use in Manifestly