How to Use Mock Calls to Improve Agent Performance – With Free Exercises

Keen to introduce mock calls into your agent training? Mock calls are a great way to build confidence, develop key skills, and prepare new starters for real calls.

In this article, Jacqui Turner of Turner Corner Learning Solutions shares the do’s and don’ts of using mock calls effectively, plus free training exercises you can use right away.

What is a Mock Call?

A mock call is a simulated role-playing phone conversation that can be used during call centre training sessions to help build the skills and confidence of new or inexperienced contact centre advisors.

Mock call scripts should provide the objective of the call, the customer’s profile details and guidance for the advisor on what will be assessed during the call.

It can also include the key areas of feedback which will be provided.

The mock call scripts should not provide full details of what should be said as the advisor should be encouraged to use initiative when role-playing and not be expected to read from a script.

Benefits of Mock Calls

In my experience of working in contact centres, often delivering induction training to new starters, there was often an understandable fear of taking their first live calls.

Therefore, providing a safe environment for advisors to practise the theory and skills learned during training, through the use of role-playing mock calls, absolutely helped to build confidence.

It also gave new starters the opportunity to make mistakes and gain feedback, in the knowledge it was an opportunity to learn, rather than make the mistake on a live customer call.

Some of the key skills that advisors can practise during mock calls are: listening and questioning skills, empathy, call control, call closure and how to handling difficult conversations such as complaints.

In addition, mock calls provide a great opportunity for advisors to practise navigating systems whilst speaking to customers.

The trainer’s role is to act as mock customers in different situations and provide feedback in a supportive manner in order to build confidence rather than knock it down.

The trainer can also stop the mock call at intervals to provide feedback and coaching support.

Mock Call Exercise 1 – Answering a Basic Enquiry

Trainer Information

Call Guidance for Advisor

Trainer Feedback Checklist

Printable – Mock Call Exercise 1: Answering a Basic Enquiry

Do you want to download this to share with your team?

Download our free printable mock call exercise – answering a basic enquiry now:

Mock Call Exercise 2 – Managing an Unhappy Customer Call

Trainer Information

Note, if the advisor offers to help, politely refuse, and ask for reassurance that the person who is dealing with her query will call her back. The advisor should ask the customer if she is happy to be put on hold whilst she checks with her colleague who is dealing with the enquiry. The advisor should then confirm that her colleague will call the customer back and agree a time.

Call Guidance for the Advisor

Trainer Feedback Checklist

Want to use this for your team? Just download your free copy of this Mock Calls Training Exercise for Managing an Unhappy Customer Call

Printable – Mock Call Exercise 2: Managing an Unhappy Customer Call

Do you want to download this to share with your team?

Download our free printable mock call exercise – Managing an unhappy customer call now:

Mistakes to Avoid When Using Mock Calls

Here are seven mistakes to avoid when using mock calls for contact centre training:

Not Making the Scenarios Realistic

Mock calls should represent the types of actual calls the advisors will be expected to deal with when they go onto their teams.

I have seen mock call scenarios which were more about humour than actual reality to try and make advisors feel at ease.

But of course, over-the-top or fake scenarios are not going to make new starters feel at ease when they start speaking to actual customers!

Not Providing Enough Feedback and Coaching

There should be sufficient time set aside not just for the mock call to take place, but also to ensure each advisor receives detailed and supportive feedback and coaching support.

Mock calls will only be beneficial if advisors are supported through the process and learn from each scenario, through guidance.

Not Tailoring Scenarios to the Individual Trainee

All trainers who deliver telephony training and induction programmes will know that no two groups are the same and no two learners are the same in terms of how they like to learn and how quickly they develop their knowledge and skills.

A one-size-fits-all approach should never be applied. Mock calls should be tailored to individual learners especially in terms of complexity.

Overcomplicating the Scenarios Too Early

Mock calls can and should stretch learners a little but not to the extent that it causes upset or self doubt.

Start with basic mock calls to boost confidence and build up the complexity gradually as the trainee gains confidence.

Mock calls don’t need to always cover a full call; they can be used to practise sections of a call to build confidence.

Not Aligning Scenarios With the Contact Centre’s Real Systems and Policies

Mock calls should mimic the actual tools and guidelines agents must follow on the job, not hypotheticals. This avoids training confusion.

Not Having a Clear Objective

Both the trainer and advisor should be clear on the objective of each call. As well as the call scenario, the advisor needs to know in advance what knowledge and skills will be practised and assessed. Defining the purpose can help provide meaningful feedback, without surprises.

Conducting Too Many Back-to-Back

Mock calls are beneficial to build into a training programme, but care should be taken not to do them in quick succession.

Not only is it tiring for advisors but they need time to digest the feedback and think about what they will do differently next time.

The key is to make mock calls an interactive training tool, and when done effectively, they build key skills and confidence to ensure new starters get off to a great start right out of training.

Contributed by: Jacqui Turner of Turner Corner Learning Solutions

For some great advice and resources for developing your staff training, read these articles next:

• How to Conduct a Skills Audit and Coaching Plan
• How to Coach Empathy in the Contact Centre – With Three Training Exercises
• How to Train Active Listening in the Call Centre – With Four Exercises

Reviewed by: Xander Freeman