Interview scorecard template

Team Leader Customer Support interview scorecard

Pre-screening scorecard for Team Leader Customer Support candidates.

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leadership strategycsatcustomer supportsla managementzendesk
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Record of outcomes

35% weight

Check what they moved on a support queue: CSAT or CES scores, first response and resolution SLAs, backlog size, escalation rate, attrition across their team.

Evidence to listen for

  • Names organisations, budgets, and headcount they were actually accountable for
  • Gives outcomes with numbers, not initiatives with adjectives
  • Separates what they drove from what the market or a predecessor did
  • Can describe something they owned that failed

Five-point scoring guide

1
Poor

Titles and initiatives only; no accountable outcomes.

2
Needs Improvement

Claims results the organisation would have had anyway; no scope clarity.

3
Satisfactory

Real accountability with some numbers; attribution occasionally generous.

4
Very Good

Clear scope and measured outcomes, including an honest failure.

5
Excellent

Quotes before and after numbers on CSAT, SLA attainment and backlog, and explains which staffing or process change drove each.

02
Evaluation factor

Strategic judgement

25% weight

Probe how they set shift coverage, deflection targets and macro or help centre investment; ask when they chose to push back on volume rather than hire.

Evidence to listen for

  • Explains a decision where the options were genuinely close and the information incomplete
  • Can say what they chose not to do and why
  • Distinguishes a bet from a certainty
  • Changes course on evidence rather than defending a position past its life

Five-point scoring guide

1
Poor

Frameworks and slogans; no real decision they can walk through.

2
Needs Improvement

Describes decisions made elsewhere; cannot state the trade-off.

3
Satisfactory

Sound judgement on familiar decisions; less tested on ambiguous ones.

4
Very Good

Walks a genuinely close call, states what they gave up, and changed course on evidence.

5
Excellent

Balances headcount, self-service deflection and queue design with reasoning tied to ticket forecasts, seasonality and cost per contact.

03
Evaluation factor

Building and leading teams

25% weight

Assess their coaching cadence: QA scorecards, call or ticket reviews, one to ones, ramp plans for new agents, handling a persistent underperformer.

Evidence to listen for

  • Has hired, developed, and where necessary removed people
  • Names someone who grew under them and what they did to cause it
  • Handles an underperformer directly rather than waiting it out
  • Builds a team that functions when they are not in the room

Five-point scoring guide

1
Poor

No real people leadership; avoids difficult personnel decisions.

2
Needs Improvement

Managed a team but cannot describe developing or exiting anyone.

3
Satisfactory

Competent manager; development is informal.

4
Very Good

Demonstrable record of growing people and handling underperformance directly.

5
Excellent

Describes a concrete QA rubric, weekly review rhythm, and a named agent taken from probation to consistent scores or exited fairly.

04
Evaluation factor

Influence across the business

15% weight

Look for how they route recurring defects to product and engineering: bug escalation paths, voice of customer reporting, working with finance on refunds or credits.

Evidence to listen for

  • Wins support from peers and boards without positional authority
  • Translates their function into terms the rest of the business cares about
  • Delivers unwelcome news early
  • Manages up without either capitulating or stonewalling

Five-point scoring guide

1
Poor

Relies entirely on authority; conceals bad news.

2
Needs Improvement

Struggles to influence peers; communicates in function-specific jargon.

3
Satisfactory

Works adequately with peers and leadership.

4
Very Good

Persuades peers and boards on merit and delivers bad news early.

5
Excellent

Cites a recurring issue they evidenced with ticket data and drove to a product fix, with the resulting contact volume drop.

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