Call Efficiency Score Template Example (Updated 2025)

How to Write a Call Efficiency Score Document Using a Template
Call Efficiency Score Documents are a crucial tool for businesses to evaluate and improve the effectiveness of their customer interactions, meetings, and discussions. These documents provide a concise and structured format for summarizing key metrics, ensuring that all stakeholders are aligned and informed. In this blog post, we will outline the key elements to include in a Call Efficiency Score Document Template, ensuring that you have a thorough and actionable understanding of your call efficiency.

Automate it

For thousands of teams, BuildBetter's AI powered Document Generator goes from Call Recording -> Call Efficiency Score in minutes.

Basically, it takes a recording, which can be made locally, or automatically with the service, transcribes it, then has custom trained models for most of the Feedback Extraction document.

It takes it's understand of your company, customer, and the conversation recorded as well as meeting minute templates to write human-grade documents from your calls transcripts - then with minor further notes filling in Efficiency Metrics and Quality Assessment, you will have the rest of the document developed in seconds instead of hours.

It's magical, and free for your initial trial which can provide many hours of benefit, check it out @ BuildBetter.ai

Call Efficiency Score Document Template

1. Call Details:
   • Date and Time of Call
   • Call Duration
   • Participants Involved
2. Call Objectives:
   • Clear and concise objectives of the call
3. Call Efficiency Metrics:
   • Time Spent on Key Topics
   • Number of Action Items Assigned
   • Follow-up Tasks Scheduled
4. Call Quality Assessment:
   • Rating of Call Quality (e.g., 1-5)
   • Feedback on Call Conduct
5. Action Items and Next Steps:
   • Tasks or responsibilities assigned
   • Future actions or follow-up tasks

Using the Call Efficiency Score Document

The Call Efficiency Score Document is a valuable tool for evaluating the effectiveness of call center discussions. It is typically created for each individual working in the call center and updated regularly as new information becomes available. This document is essential for identifying areas of improvement, optimizing call processes, and enhancing overall call efficiency. It is recommended to share the Call Efficiency Score Document with all stakeholders to ensure everyone is aligned and informed.

Example: Call Efficiency Score Document for a Fitness App

Call Efficiency Score Document

• Call Details:
  • Date: June 11, 2025
  • Time: 2:00 PM
  • Duration: 30 minutes
  • Participants: Sarah (Marketing Professional), John (Product Manager)
• Call Objectives:
  • Discuss user pain points and feedback on fitness app user experiences
• Call Efficiency Metrics:
  • Time Spent on Key Topics: 20 minutes
  • Number of Action Items Assigned: 3
  • Follow-up Tasks Scheduled: 2
• Call Quality Assessment:
  • Rating: 4/5
  • Feedback: The call was well-structured, and all objectives were met. However, some technical issues were encountered during the call.
• Action Items and Next Steps:
  • Develop personalized workout plans
  • Integrate tracking features
  • Schedule a follow-up call to discuss progress

By following this template and using the example provided, you will be able to create comprehensive Call Efficiency Score Documents that provide valuable insights into your call efficiency. These documents will serve as a guide for optimizing call processes, improving customer satisfaction, and driving business growth.