PERFORMANCE REVIEW EXAMPLES BY ROLE
Customer service performance review examples
What good looks like: Solves customers’ problems quickly and kindly, and helps fix the causes, not just the tickets.
Customer service roles are measured on dashboards, but customers remember how they were treated. These examples cover both the numbers and the moments that matter.
Replace [Name] and [example] with the person and a real piece of work.
Strengths: exceeds expectations
- [Name] keeps a customer satisfaction score of [number], well above the team average, while handling more than their share of tickets.
- [Name] turned an angry customer around on [date]: they listened, owned the problem and followed up a week later. The customer renewed.
- [Name] spots patterns. They noticed [example] kept coming up and worked with product to fix the cause, cutting those tickets by [number]%.
- [Name] writes help articles that answer questions before they are asked. Their [example] article is one of the most viewed.
- New team members ask [Name] for help first. They explain patiently and share shortcuts generously.
Solid: meets expectations
- [Name] meets response time and quality targets consistently.
- [Name] is polite and accurate; adding a personal touch to replies would lift satisfaction further.
- [Name] escalates the right issues at the right time.
- [Name] is reliable on shifts and covers for colleagues when needed.
Needs improvement
- First replies are quick, but [number]% of tickets are reopened because the answer was incomplete. Check the full question before closing.
- Tone in written replies sometimes reads as abrupt ([example]). Use the reply templates and add one line that acknowledges how the customer feels.
- Tickets that need another team stay open too long. Chase internal teams after two days and tell the customer what is happening.
- I would like to see you raise recurring problems in our weekly meeting, not just solve them one by one.
Self-review examples for a customer service
- I kept a satisfaction score of [number] and handled [number] tickets.
- I am proud of how I handled [example]; the customer wrote in to thank the team.
- I want to learn more about [product area] so I can solve more issues without escalating.
How to make these phrases land
- Quote one real customer comment. It brings the review to life more than any metric.
- Use one phrase per point and follow it with what happened. A phrase without an example reads like a template.
- For areas to improve, say what good looks like and what support you will give.
- Nothing in a review should be a surprise. Raise problems in one-on-ones during the year.
FREE TOOL
Turn these phrases into a finished review
Rate each competency in the free review builder and it suggests phrases for that rating, then gives you a clean review to copy, print or save as a PDF.
Open the review builderReview examples for other roles
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