Agnes Schooling

Agent One to One Meeting

To be completed for each one to one session held with agents.

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Use this Template

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Title Page

Conducted on
Team Leader
- Lisa
- Danny
- Louise
- Marie
- Sikander
- Sam
Agent Name (Format eg. Jane Doe)

Meeting

What did we discuss/action last session?
Have actions from the last session been completed?
Productivity feedback
Tagging
After Call Work
Emails
Contraventions
Appeals
Quality feedback (Bonus Qualifiers)
What was Quality Score?
Did the agent achieve 0 errors in the month?
Behaviors feedback
Attendance and timekeeping achieved?
Bonus outcome (Gold, silver, bronze, none qualifier)
Is there anything you would like to discuss this month?
What are the goals for this month and how can you achieve this?
Are you happy in your current role? Are you interested in any other roles?

Sign Off

Team Leader
Agent
Form sent to Human Resources?

Agnes Schooling

Agent One to One Meeting

To be completed for each one to one session held with agents.

Use this Template

Print as PDF

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.