Telephone Interviewer Templates

Telephone Interviewer Templates

There is a huge number of templates that someone in the Telephone Interviewer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Telephone Interviewer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Call Log
2. Customer Satisfaction Survey
3. Call Script Template
4. Interviewer Performance Evaluation
5. Call Quality Assessment Form
6. Call Summary Report
7. Interviewer Schedule
8. Training Attendance Sheet
9. Call Disposition Form
10. Call Monitoring Checklist

Reports

Reports are often prepared by a Telephone Interviewer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Call Volume Report
2. Customer Satisfaction Survey Report
3. Average Call Handling Time Report
4. Call Abandonment Rate Report
5. Call Quality Assurance Report
6. Sales Conversion Rate Report
7. Customer Complaints Report
8. Agent Performance Report
9. Call Center Occupancy Report
10. Average Wait Time Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Telephone Interviewer does and how they do it.

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Presentations

Telephone Interviewer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Customer Satisfaction Analysis
3. Call Quality Assessment
4. Training and Development Plan
5. Team Meeting Agenda

Legal Docs

There are several key times when a Telephone Interviewer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Consent Form Template
4. Customer Satisfaction Survey Template
5. Call Recording Consent Template

Health & Safety Templates

Health & Safety templates for a Telephone Interviewer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Telephone Interviewer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Call Log Calendar
3. Appointment Calendar
4. Training Calendar
5. Performance Tracking Calendar

Invoice Templates

Several types of Telephone Interviewer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Survey Invoice
2. Customer Feedback Invoice
3. Market Research Invoice
4. Product Satisfaction Invoice
5. Service Evaluation Invoice

Survey Templates

For a Telephone Interviewer to get insights related to the work they do, they need to send out Telephone Interviewer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Market Research Survey
5. Customer Experience Survey

Meeting Agendas

Having premade Telephone Interviewer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Performance Review
2. Weekly Team Meeting
3. Monthly Training and Development Session
4. Bi-weekly Quality Assurance Meeting
5. Monthly Client Feedback Review

Budget Templates

To manage finances well, a Telephone Interviewer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Telephone Interviewer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Call Volume Dashboard
2. Call Quality Dashboard
3. Customer Satisfaction Dashboard
4. Agent Performance Dashboard
5. Schedule Adherence Dashboard

Proposal Templates

For bidding or requesting work, a Telephone Interviewer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Customer Satisfaction Survey Proposal
2. New Product Feedback Survey Proposal
3. Market Research Survey Proposal
4. Service Improvement Survey Proposal
5. Customer Retention Strategy Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Telephone Interviewer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.