How to Nail Call Centre Coaching

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Call centre coaching is a vital tool for boosting operational efficiency, as well as agent performance and engagement.

This type of guidance can be tailored to fit each organization’s unique needs, even down to the individual skills of its agents.

Effective coaching is essential for employee development, and poor or non-existent coaching can significantly impact your customer experience.

As challenging as it may be, call centre coaching can bring huge benefits—as long as you take the right approach.

In this article, David Beausang at Scorebuddy covers why coaching plans are important, what makes them effective, and how to design the best strategy for your contact centre.

Why Is It Important to Have a Well-Structured Call Centre Coaching Plan?

Contact centres have evolved from simple channels of communication to the frontlines of customer engagement.

Agents are being held to a higher standard, needing the skills to answer a wide range of queries, manage varied tasks, and deliver a positive customer experience.

This means your agents don’t just need training—they need continued coaching to ensure they can exceed customer expectations and stay efficient.

A well-structured call centre coaching plan is critical to supporting both agents and customers and offers a myriad of benefits, such as:

Improved Customer Satisfaction

Coaching equips agents with the skills and confidence to handle complex customer interactions easily.

Well-trained agents can provide faster resolutions and a more personalized experience, increasing customer loyalty.

Additionally, it can help boost KPIs and performance metrics such as customer satisfaction (CSAT) and first call resolution (FCR).

Increased Employee Retention and Motivation

Regular coaching and feedback make agents feel valued and part of a continuous learning culture.

This boosts their morale and increases their likelihood of staying with the company, reducing turnover rates.

In fact, 76% say they would stay longer with a company that offers ongoing learning and development.

Easier Onboarding

A structured coaching plan streamlines the onboarding process for new agents. With clear guidelines and consistent training, new hires can quickly acclimate to the company’s standards and workflows, reducing the time to productivity.

Continuous Improvement

Coaching is an ongoing process. It allows for the continuous assessment and improvement of agent skills, ensuring that your team always operates at its best and stays up to date with the latest industry practices.

Streamlined Operations

A well-defined coaching plan helps find and fix operational inefficiencies. Your agents are running the show; when they perform well, your entire operation does.

Effective call centre coaching can boost key metrics like average handle time (AHT) and average speed of answer (ASA).

The Key Components of an Effective Call Centre Coaching Plan

As you might expect, creating an effective coaching plan requires you to plan. It may sound silly, but giving your agents a plan without properly vetting it is a recipe for disaster.

So, let’s dive into the most critical aspects of what makes a call centre coaching plan successful:

Initial Assessment and Goal-Setting

There’s no point in a plan if you don’t know what it’s supposed to achieve. Assessing your contact centre’s performance is the first step.

You’ll want to identify any areas that need improvement, which can be found by analyzing KPIs and other metrics.

Additionally, you’ll want to look at your agent’s strengths and weaknesses, too, so you can plan to make them more well-rounded.

Regular Performance Feedback

A crucial part of implementing a call centre coaching plan is following up with actionable, constructive feedback.

Planning feedback sessions with your teams and individual agents can help reinforce your coaching plan and help guide them to success.

Ideally, your QA software should offer detailed analytics, agent dashboards, and scorecards to guide agents and show them how much they’ve improved.

Ongoing Training and Skill Development

Once you have a plan in place, you’ve got to keep it up to ensure it works. Aside from regular feedback, providing continuous learning opportunities can reinforce call centre coaching while showing your agents that you care about their careers, helping them upskill while boosting morale and retention.

You’ll also want to monitor emerging industry trends and evolving customer expectations. Updating your coaching plans with additional information when your company releases a new product or when you add new technology to your contact centre is essential to keep them informed and performing well.

Motivational Strategies

Motivation goes a long way, and it can be much easier and more effective than throwing pizza parties.

Giving your agents rewards and recognizing their achievements is an excellent way to highlight their progress and motivate them to maintain it.

You can even create leaderboards and competitions to make fun events while keeping things positive.

Speaking of positivity, creating a positive work environment is essential to any business and can make a massive impact on your contact centre.

Make your call centre a safe space, support your agent’s need for a healthy work-life balance, and empathize with them when needed.

Performance Monitoring Systems

We mentioned monitoring metrics a few times, but it’s imperative if you want to make an effective call centre coaching plan.

Relying on real-time analytics is critical to seeing how your agents are performing and tracking the impact of your coaching.

Using recorded calls that your teams can break down and analyze for feedback can help guide individual agents to see how they can improve, too.

Using robust quality assurance software can help collect this data and offer a central location with performance metrics, feedback, and agent evaluations.

Communication Platforms

Contact centres are all about customer communication, but you’ll also want to keep your agents connected.

Setting up internal messaging systems like Slack or Teams can greatly impact how your agents stay connected and pass information between each other.

You can also add video conferencing tools to help personalize coaching sessions remotely, which is even better if your call centre isn’t in-house.

Five Common Pitfalls to Avoid in Call Centre Coaching

Ineffective coaching can lead to many issues, adversely affecting agent performance, customer satisfaction, and, ultimately, your business’s bottom line.

Since coaching is a socially-driven part of doing business, it can quickly fail if you aren’t careful. Some of the common issues that may arise from coaching include:

Lack of Communication

Effective communication is the cornerstone of good coaching. Failing to articulate expectations, feedback, and goals clearly can lead to misunderstandings and a lack of direction for agents.

Inconsistent Coaching Strategies

Consistency in the coaching approach ensures that all agents are evaluated and guided using the same criteria.

Establish your coaching methods and enforce uniformity with each coaching opportunity.

Whether you’re following coaching models like GROW and CLEAR, maintaining consistency between your coaches can help keep your agents on track and focused.

Not Focusing on Individuals

A one-size-fits-all approach doesn’t work when coaching agents with different needs and skills. Tailor your strategies for each agent and work with them to help them become more well-rounded.

Using QA software can be immensely helpful here, as it can give you information about individual agent knowledge and skill gaps.

Neglecting Collaboration and Teamwork

Call centres thrive on teamwork. Coaching that focuses solely on individual performance without fostering team collaboration can create a competitive rather than a collaborative atmosphere.

Offering regular coaching sessions to help upskill entire teams can make them more efficient (and help foster a healthy, positive work environment).

Forgetting About Customer Experience

While metrics are important, you can’t ignore the central focus of a contact centre—the customers.

Your coaching efforts should always revolve around improving the customer experience, not taking away from it in exchange for efficiency.

Adding role-playing in your coaching sessions can help prepare agents for difficult situations and reinforce excellent customer service.

A 3-Step Guide to Implementing Your Call Centre Coaching Plan

#1. Make a Plan and Set Goals

Like we said at the start, you’ll want to create your coaching plan with a solid idea of what needs to be improved on and what that improvement looks like.

Focusing on important metrics and KPIs can help illustrate what areas need improvement and performing regular audits will paint a broader picture of your contact centre. Your QA software can also help spot weaknesses within individual agents and teams.

Once you have the data, it’s time to set your goals. Use the information from your audits and QA software to see what KPIs you need to improve.

Then, set clear goals for these KPIs with targets. Using things like the SMART method can help you set realistic goals with your call centre.

#2. Execute the Plan and Monitor the Results

Once you have a plan, it’s time to implement it. Consider using a dedicated coaching tool to start coaching your agents and setting up training sessions and individual 1:1 sessions.

Relying on a QA platform is almost essential to track your coaching plan’s effectiveness and impact compared to your metrics from before coaching plans were in place.

You can also use it to monitor relevant KPIs and metrics, such as CSAT, AHT, and FCR, to help you reach your goals.

#3. Make Adjustments and Strive for Continuous Improvement

Now that it’s in place, maintaining and evolving it is the key to ensuring it stays effective in the long run.

A consistent feedback loop is essential, allowing you to observe and improve the process as your agents grow and adapt to their feedback.

You can also implement self-assessments for your agents so they can reflect on their performance and improvement.

Once you start to see results, you’ll want to change your approach based on them. This may mean more training sessions, new technology or tools to help support the coaching process, or real-time monitoring tools to help coach on the fly.

How Do You Measure the Impact of Call Centre Coaching?

The effectiveness of coaching is not just in its execution but in how its impact is measured. Putting a plan in place is one thing, but if you don’t measure how it performs, how will you know if it was effective?

Keeping tabs on your call centre coaching efforts and seeing how they affect your teams is critical; otherwise, you’ll spend time and effort without reaping any rewards. To effectively measure the impact of your coaching, consider the following:

Track KPIs

Monitor relevant metrics such as FCR, AHT, and Net Promoter Score (NPS) to gauge the effectiveness of coaching in aligning with business objectives and customer service standards.

These KPIs are essential for understanding how effectively the coaching translates into improved agent performance and customer satisfaction.

Review Agent Performance Metrics

Use detailed scorecards that capture various aspects of agent performance. This includes how they handle calls, problem-solving efficiency, and protocol adherence.

By comparing these scorecards from before and after the coaching sessions, you can see the direct impact of coaching on individual agents, helping identify strengths and areas that need further improvement.

Conduct Customer Satisfaction Surveys

Use customer feedback as a direct measure of how changes in coaching are perceived from the customer’s end.

By analyzing satisfaction surveys conducted before and after the coaching, you can correlate changes in customer satisfaction levels directly with your coaching efforts.

Ask Agents for Feedback

Encourage agents to provide feedback on the coaching process, preferably through anonymous channels, to ensure candid responses.

This feedback is crucial for understanding the impact of coaching from the agents’ point of view.

It includes what aspects they find helpful, what could be improved, and how the coaching has affected their day-to-day work experience and morale.

Don’t Forget to Assess the Coaches

Regularly review the coaches’ performance. Monitor the effectiveness of their coaching methods, the clarity of their communication, and their ability to engage and motivate agents.

Setting specific, measurable goals for coaches and evaluating their success in meeting these objectives helps ensure that they positively contribute to the development of agents and the overall success of the coaching program.


Effectively measuring the impact of call centre coaching requires a multifaceted approach that encompasses tracking key metrics, evaluating agent and coach performances, and leveraging customer and agent feedback.

These methods not only highlight the areas of success but also shed light on opportunities for further improvement.


What Is Contact Centre Coaching?

Contact centre coaching is where supervisors and managers provide guidance and training to agents. It focuses on improving agents’ skills, enhancing performance, and ensuring high-quality customer service.

This coaching involves regular feedback, skill development, and performance monitoring, tailored to individual agent needs and aligned with your centre’s goals.

The aim is to boost agent confidence, efficiency, and effectiveness in handling customer interactions through improved soft skills and technical (or product) knowledge.

What Is the SMART Coaching Model?

The SMART coaching model is a framework used for setting clear, achievable goals in coaching sessions. SMART stands for:

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-bound

This model guides both coaches and learners in creating focused and realistic objectives. The SMART model facilitates effective coaching by providing clear direction, enabling progress tracking, and ensuring alignment with broader personal or organizational objectives by ensuring goals are well-defined and quantifiable within a certain timeframe.

This blog post has been re-published by kind permission of Scorebuddy – View the Original Article

For more information about Scorebuddy - visit the Scorebuddy Website

About Scorebuddy

Scorebuddy Scorebuddy is quality assurance solution for scoring customer service calls, emails and web chat. It is a dedicated, stand-alone staff scoring system based in the cloud, requiring no integration.

Find out more about Scorebuddy

Call Centre Helper is not responsible for the content of these guest blog posts. The opinions expressed in this article are those of the author, and do not necessarily reflect those of Call Centre Helper.

Author: Scorebuddy

Published On: 12th Feb 2024 - Last modified: 13th Feb 2024
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