Call Checklist
o Greeting
o Unishippers
o Name
o Offer of Assistance
o Use Manners throughout call (EX: Please and Thank you)
o Account Verification
o Customer’s Name (Use throughout call)
o Customer’s Company
o Efficiently Collect Purpose of Call
o Actively Listen to Customer
o Collect information correctly
o Call Purpose Processing
o Transfer or receive call, or use hold correctly if
needed
o Resolve purpose efficiently and completely
o Be Confident and Professional
o Satisfy Customer’s need
o Closure
o Value Add
o Set Follow Up
o Additional Assistance Offer
o Gratitude (EX: We appreciate your business! Or Thank you for
shipping with Unishippers!)
o Polite and Positive Ending (EX: Have a fantastic day!)
o Follow Up
o Complete Follow Up Actions