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Customer Service Training Checklist Document Template

Checklist to ensure all new agents complete training requirements before handling cases.

Customer Service Training Checklist

Purpose: This document ensures all newly onboarded customer service agents have completed the required training before independently handling customer cases.

Agent Information

Name: {agentName}

Start Date: {startDate}

Supervisor: {supervisorName}

Mandatory Training Modules

The agent must complete the following training modules:

{#modules}

  • {title}: {description}

{/modules}

Assessment Checklist

Task Description Completed (Yes/No) Date Completed
{#checklist}{task} {description} {completed} {dateCompleted}{/checklist}

Shadowing Sessions

The following shadowing sessions must be logged:

Date Agent Shadowed Notes
{#shadowingSessions}{date} {agentShadowed} {notes}{/shadowingSessions}

Final Evaluation

Evaluator: {evaluatorName}

Date of Evaluation: {evaluationDate}

Final Comments:

{finalComments}

{#isApproved}

Status: Approved

{/isApproved}

{^isApproved}

Status: Not Approved

{/isApproved}

This checklist must be signed and filed before the agent is granted full access to the customer support system.

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Customer Service Training Checklist Using Forms

Create customer service training checklist from onboarding form submission
Generate training checklist when new hire fills out training start form
Produce agent training checklist using manager-submitted evaluation form
Auto-generate training documentation after completion confirmation form
Generate checklist from HR-submitted customer service readiness form

Generate Customer Service Training Checklist Using APIs

Generate customer service training checklist via HRIS API on new employee record
Create training checklist automatically via LMS API when course is assigned
Trigger checklist generation via API when agent status updates to 'active'
Generate training checklist via webhook from internal training tracking system
Auto-create training checklist through CRM API integration on employee onboarding

Integrations / Automations

Automatically create customer service training checklist from Airtable onboarding data using Zapier
Generate training checklist in Google Drive when new agent data is added in Google Sheets
Create checklist from new employee record in BambooHR using Make (Integromat)
Auto-generate training checklist when onboarding task is completed in Asana via Zapier
Use Slack command to trigger customer service training checklist generation via workflow automation

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Customer Service Training Checklist

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Checklist to ensure all new agents complete training requirements before handling cases.
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