Fill out one form per agent per coaching session. All entries are saved and visible under All Records.
Agent information
Coaching check-in
Performance scores
1.25 = M+ (Exceeds) | 1.00 = M (Meets) | 0.00 = M- (Does Not Meet)
| Category | Weight | Score | Rating |
|---|
| Compliance | 30% | | — |
| QA / Process Adherence | 25% | | — |
| Customer Experience & Productivity | 25% | | — |
| Attendance & Team Engagement | 20% | | — |
| Total Average Score | =(B×0.3)+(C×0.25)+(D×0.25)+(E×0.2) |
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Complaints / Call outs
Warning status
Add any active warnings for this agent. Leave blank if none.
Action items
Feedback
Monthly score
All coaching records
| Date | Team | Agent | TL | Sentiment | Compliance | QA | CX & Prod. | Attendance | Total | Final Rating | |
|---|
No records yet.