KPI's

Key performance indicators

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Step 1 of 5

Key Performance Indicators: Phone calls.
Presentation of phone calls received (welcoming, friendly, patient)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Phone etiquette (respectful and formal)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Professionalism in phone calls (smart versus casual, wise choice of words)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Terminology used in phone calls (based on immigration lingo)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Expertise given over phone (before client signs up)?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Too much.
Consistency in availability for phone calls (can team members count on you)?*
Rate your presentation on a scale where 10 = Always Available and 1 = Never Available.
Conversion rate of phone calls (calls that lead to sales)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Phone call time management (amount of time spent on calls)?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Too much.
Pro-activeness in phone call discussions (help address next steps)?*
Rate your presentation on a scale where 10 = Always Proactive and 1 = Always Reactive.
Key Performance Indicators: Emails.
Presentation of email responses (spacing and font consistency)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Email etiquette (formal and detailed)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Professionalism in emails (format and layout made easy to understand)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Terminology used in emails (UK government lingo)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Knowledgable content discussed in email?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Too much.
Conversion rate of emails (emails that lead to sales)?*
Rate your presentation on a scale where 10 = best and 1 = bad.
Email time management (amount of time spent on sending emails)?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Too much.
Consistency in availability for emails content (can team members count on you)?*
Rate your presentation on a scale where 10 = Always Available and 1 = Never Available.
Reliability in availability for emails content (can team members count on you)?*
Rate your presentation on a scale where 10 = Always Available and 1 = Never Available.
Pro-activeness in email discussions (help address next steps)?*
Rate your presentation on a scale where 10 = Always Proactive and 1 = Always Reactive.
Key Performance Indicators: Sales and Casework.
Sales techniques used?*
Rate your presentation on a scale where 10 = Using Own Proven strategies and 1 = Only using standard responses.
Are leads given strong call to action?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Do you follow up on leads?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Conversion rates of leads into sales*
Rate your presentation on a scale where 10 = 100% and 1 = 10%.
How well are clients expectations managed?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Case updates given to signed up client throughout case processing?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Case updates given once client submits to identify EAD?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Case updates given once EAD reached?*
Rate your presentation on a scale where 10 = perfect amount and 1 = Not much.
Success case of your cases represented?*
Rate your presentation on a scale where 10 = 98% and 1 = 10%.
Conclusion
How would you describe your administration strength?
Are you able to access standard responses and attachments easily?
Reverse roles, would you employ yourself for this role?
If you were me, would you hire you?
- Yes, I would.
- Uh, I would hesitate.
- No, I would not.
Do you think there is room for improvement in your role?
- Yes, there is room for improvement.
- No, I am doing the best I can.
After clients get their visas, have clients really engaged with you.
- Most do.
- Some clients do.
- Clients don't really engage.

KPI’s

Key performance indicators

KPI's

Step 1 of 5

Primary Responsibilities: Sales.

Secondary Responsibilities: Casework.

Tertiary responsibilities: Maintenance

Overview: Career Goals

Key Performance Indicators: Phone calls.

Key Performance Indicators: Emails.

Key Performance Indicators: Sales and Casework.

Conclusion

Career Goals

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