QUALITY & PROCESSQuality Assurance & Verification
Set standards before volume increases.
Scorecards, call review, acceptance rules and coaching loops that keep every campaign consistent.
OVERVIEW
Agree what “good” looks like, then measure it.
Quality assurance defines scripts, disposition rules, lead acceptance and rejection criteria, and how calls and leads are reviewed. Findings feed coaching so improvement is continuous rather than occasional.
- QA scorecards and call-review frameworks
- Lead acceptance and rejection definitions
- Verification steps and documentation
- Coaching loops and reporting
BEFORE WE START
What to have ready
- Approved scripts and required disclosures
- Lead acceptance criteria
- Sample calls or leads for calibration
- Reporting cadence
COMMON QUESTIONS
Frequently asked questions
Do you provide a call quality scorecard?
A starter Call Quality Scorecard is available in the free resources library, and we can tailor one to your campaign.
Does QA replace compliance review?
No. QA checks that agreed processes are followed. Legal and compliance review remains the responsibility of the client and applicable advisers.
NEXT STEP
Request a quote ↗Let’s define your quality standards.
Share your scripts and criteria and we will outline a QA plan.
