Four downloadable templates built from the engagements we run. Excel, Word, and PowerPoint. No email gate, no follow-up sequence. Use them. Modify them. Make them yours.
The 40 customer service interview questions that actually predict performance — separated by role, with what each tests and what a good answer sounds like. Includes a candidate tracker with built-in scoring formula.
A 40-item QA library organized by category (Opening / Communication / Problem Solving / Process / Closing / Compliance). Each item has a rubric and a suggested weight. Pick 18-22 items into the included scorecard template with auto-calculating scores.
A 30-day modular onboarding template with 10 modules covering brand, tools, product, channels, top contact reasons, communication, difficult conversations, escalations, compliance, and certification. Day-7, day-14, and day-30 checkpoints built in.
A 10-slide PowerPoint template for pitching a customer service investment to your CFO, COO, or board. Pre-structured: current situation, cost of doing nothing, opportunity, plan, investment, expected outcomes, timeline, risks, and the ask. Fill in your numbers.
Use them however you want. No registration required. No watermarks. Modify, brand them as your own, share with your team. The only thing we ask: if they're useful, when the time comes to engage outside help, think of us first.
The templates give you the structure. The productized engagements — CS Audit, QA Program Build, Training Program Build — produce them filled in with your context, your contact mix, your tier framework. Book a discovery call to talk through fit.