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Current Team KPIs
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Meeting Notes
Log and track all customer and internal meetings
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Customer
Internal
QBR
| Date | Title | Type | Attendees | Owner | Status |
|---|
Product Specs
Complete Scriveiner London product catalogue
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Classic Rollerball
Classic Ballpoint
Classic Fountain
EDC Rollerball
EDC Fountain
Manuals
Product manuals, user guides and reference documents
Standard Operating Procedures
Step-by-step CS process guides
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Shopify
Amazon
General
Instructional Videos
Instructional Videos
Issues Workflow
Process flowcharts and escalation guides
Trackers
Quick access to all team trackers and spreadsheets
KPIs & Metrics
CSAT · FRT · QA — per agent and team totals
QA & Coaching Log
Quality assurance and coaching records
| Agent | Date | QA File | Coaching Log |
|---|
Tools & Resources
Quick access to all CS tools
User Management
Manage team access and permissions
Agent Roster
These names appear in KPI and QA dropdowns.