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Intake Questions For Customer Service Professionals

By Teena Rose

1. Tell me more about your employer; e.g. industry, # of employees, and so on.

2. Describe a typical day for you in this role. What consumes your time?

3. What departments do you support? Sales? IT? Others?

4. Do you support inbound and outbound calls? What is the nature of the calls? For example, do you handle inside sales, tech support, problem resolution?

5. Do you fulfill any financial tasks? For example, report on daily financials or call volumes?

6. Do you conduct any on-the-job training for fellow teammates within the department?

7. Since joining this company, what have been your most notable achievements? What top 5 successes have you delivered thus far?

8. Do you have any involvement with certain projects or programs? If so, what? What impact have you made?

9. Are you part of any internal teams or committees? If so, what are they and what are their purpose.

10. Do you support specific financial tasks; e.g. collections, inventory costs, product pricing?

11. Have you had any supervisory or management responsibilities in this role?

12. Have you had any success with resolving a particularly strenuous client relationship or issue?

13. Is there anything else notable about this position I should know about?

Keywords Relevant to Customer Service Professionals

Ad-hoc Projects
Appointment Scheduling
Best Practices Implementation
Change Management Initiatives
Client Account Management
Client Service Synergy
Competitive Product Positioning
Correspondence Processing
CRM/Customer Service Training
Customer Account Management
Customer Resolution
Customer Retention Levels
Customer Satisfaction
Customer Service
Customer-Centric Relationship Building
Data Entry
Document Management
Employee & Customer Metrics
Event Preparation & Logistics
Form & Report Development
Human Resources Support
Inbound Call Management
Lead Generation
Multi-Line Phone Support
New Client Development
On-The-Job Training
Order Fulfillment
Order Processing
Outbound Call Management
Process Development & Implementation
Records Administration
Relationship Management
Report Preparation
Sales-Cycle Management
Segmented Corporate Communications
Service Delivery & Quality
Special Assignments
Staff Relations
Technical Writing
Telemarketing Operations
User Surveys
Vendor Relations & Support
Workflow Management

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