Welcome Highleveler!!!

Please Be Sure To Complete The following Form Below, Based on your Position

Shadowing Form

This should be submitted for every single call that you are not leading

Full Name *

Your Email *

Highlevel Email Of Person You Are Shadowing *

What's your role? *

Trainee

Experienced Advisor

Product Label *

Duration of the call: *

Type Of OOH Call *

Is this a Training Recorded Call or a LIVE Customer call? *

What was the customer's request? *

Was the customer's request resolved? *

Yes

No

What was the resolution? *

Anything else you would add to the resolution? *

Yes

No

What was the outcome of the call? *

Was a support ticket submitted? *

Yes

No

Was the SOP followed? *

Any additional questions and/or notes: *

Acknowledging customer needs (Please rate the trainee's skills, 1-5 (1 being the lowest, 5 being the highest rating) *

Understands the customer's needs/request? *

Rate the empathy of the trainee? *

Use of troubleshooting resources *

Resolution and/or clear next steps provided *

Ability to handle the call alone or unassisted

Product Knowledge *

Please provide feedback on the ratings above and/or additional notes: *

What are the trainee's strengths? *

What are some areas that need improvement? *

Unable to find form