What EE Scorecard Mark Am I :
Explain Steps to Follow:
Name or describe Red Flags/Deal Breakers:
True / False:
Total Points:
100

Did the Associate/Advocate properly document the call (BUI Template), capture the members BCN, outside communication, as outlined in article #3895

Documentation/ BCN 

100

Branding opening and closing 

Opening: Start Positive / Empathize / Build Rapport

Closing:  ensured that no additional assistance was needed.


100

Changes were made to avoid Medallia survey being emailed to the member.

Survey Avoidance 

100

It is possible to deceive members by making promises we have no intention of keeping.


FALSE > We must provide realistic expectations for members 

100

Transfer Process and Outbound Process are how many points?

Hint: Both Scorecard marks are the same amount

4 Points 

200

identify and encourage self-help opportunities to the member 

DIY Options

200

Confirm member

2 forms of Authentication: 

Types- email / phone / address (AAC 2397) 

200

Survey Manipulation 

Advocate promotes the survey to get a good score on it 

200

There's no need to provide an incident number for every member, especially for straightforward changes like an email update.

FALSE - must provide incident by phone & email (don’t forget to send OLC) 

200

How many points are taken off for Background Noise ?

NONE - Red Flag

300

Did the Associate/Advocate recognize opportunities to build a genuine connection with the member, create an authentic interaction and small talk throughout call...etc.

Building Rapport

300

Incident Histroy

review all incidents prior to creating a new one!!!!!

300

Associate/Advocate communicates in a rude and/or disrespectful way.  

rude and/or disrespectful 

300

Must advise of hold time> 2 mins ONLY / No Dead-AIR  > MUST say 2 mins and follow through on those expectations

TRUE

300

How many 10 point Scorecard marks are there? 

4

Documentation/BCN | Appeasement | Realistic Expectations | Tailor fit Resolution

400

Associate/Advocate should provide apologetic sentiments throughout the call at appropriate times.

Apologetic Statement

400

Appeasement 

Appeasement was necessary & within approval limits 

400

Work/Task Avoidance 

Anything that involves an Associate/Advocate avoiding the work/task - including excessive hold times 

400

Associate doesn't have to maintain a quiet and  distraction-free work environment 

False - Associate must maintain a quiet and distraction-free work environment per the Work from Home 

400

Name all 6 point scorecard marks

Hint**: There's only 2

Branding 

Building Rapport 


500

acknowledge member's issue in a way that they felt confident their

 issue will be handled appropriately – Advocate for mbr

Take Full ownership

500

Tailor-fit-resolution 

root cause of mbr’ s concern / Best resolution 

500

Associate/Advocate inappropriately/prematurely disconnected an interaction:Caused member to disconnect due to dead air/ intentional silence.

Improper Disconnection 

500

Auto Fail is listed as one of the Invalid and unapproved Terminology (avoid saying):

TRUE

500

What 2 EE Score marks take off 12 points

Apologetic Sentiments / Take Full Ownership