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Summary Of Kelsey's Case

Satisfactory Essays

Strengths: Kelsey greets the client in a polite and a professional tone. From here, she does a great job digging deeper to inquire exactly what funds the client were referring to. She then suggests contacting our servicing team to further address where the tax refunds are located. The call ends on a polite note. Inch: Any additional questions- We should inquire if the client has any additional questions or concerns. This helps promote first call resolution and helps the client recall if there was anything initially

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