---
title: "First Call Resolution Checklist (Free) | Call Flow"
description: "A free 16-point interactive checklist for support leaders. Tracks progress locally, exports as markdown for Notion, and prints as PDF."
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          "name": "Before the call",
          "text": "Every agent has the top 20 issues and their approved resolution paths one click away."
        },
        {
          "@type": "HowToStep",
          "name": "Before the call",
          "text": "Knowledge base is searchable in under 3 seconds from the agent desktop."
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        {
          "@type": "HowToStep",
          "name": "Before the call",
          "text": "Contact reason is captured at IVR level and pre-loaded into the case record."
        },
        {
          "@type": "HowToStep",
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          "text": "Agents can see the customer's last 90 days of interactions on screen at pickup."
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        {
          "@type": "HowToStep",
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          "text": "Agents restate the customer issue in one sentence within 60 seconds."
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        {
          "@type": "HowToStep",
          "name": "During the call",
          "text": "Every recommended resolution is available without a supervisor override."
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        {
          "@type": "HowToStep",
          "name": "During the call",
          "text": "Warm-transfer script is standard: the receiving agent gets a 30-second summary."
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        {
          "@type": "HowToStep",
          "name": "During the call",
          "text": "Agents ask 'is there anything else?' before ending the call."
        },
        {
          "@type": "HowToStep",
          "name": "After the call",
          "text": "Case notes are entered in a standard template within 5 minutes of call end."
        },
        {
          "@type": "HowToStep",
          "name": "After the call",
          "text": "Repeat-contact flags fire within 48 hours and route to a root-cause queue."
        },
        {
          "@type": "HowToStep",
          "name": "After the call",
          "text": "Weekly review of the top 5 FCR failures with the team."
        },
        {
          "@type": "HowToStep",
          "name": "After the call",
          "text": "Agents get individual FCR trend data in their 1:1 dashboard."
        },
        {
          "@type": "HowToStep",
          "name": "Coaching and QA",
          "text": "FCR is on the weighted QA scorecard, not just an operational metric."
        },
        {
          "@type": "HowToStep",
          "name": "Coaching and QA",
          "text": "Every agent completes 3 role-play practice calls per week."
        },
        {
          "@type": "HowToStep",
          "name": "Coaching and QA",
          "text": "Coaches use call recordings tagged as FCR failures for practice sessions."
        },
        {
          "@type": "HowToStep",
          "name": "Coaching and QA",
          "text": "A visible team-level FCR target is set and updated weekly."
        }
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    }
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---

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Free · Saves progress locally

# First Call Resolution Checklist

The 16 things support leaders check before every FCR push. Tap to mark done. Progress saves in your browser. Export as markdown for Notion or print as a PDF.

0  of 16 complete

Copy Markdown .md PDF

## Before the call

-   Every agent has the top 20 issues and their approved resolution paths one click away. 
-   Knowledge base is searchable in under 3 seconds from the agent desktop. 
-   Contact reason is captured at IVR level and pre-loaded into the case record. 
-   Agents can see the customer's last 90 days of interactions on screen at pickup. 

## During the call

-   Agents restate the customer issue in one sentence within 60 seconds. 
-   Every recommended resolution is available without a supervisor override. 
-   Warm-transfer script is standard: the receiving agent gets a 30-second summary. 
-   Agents ask 'is there anything else?' before ending the call. 

## After the call

-   Case notes are entered in a standard template within 5 minutes of call end. 
-   Repeat-contact flags fire within 48 hours and route to a root-cause queue. 
-   Weekly review of the top 5 FCR failures with the team. 
-   Agents get individual FCR trend data in their 1:1 dashboard. 

## Coaching and QA

-   FCR is on the weighted QA scorecard, not just an operational metric. 
-   Every agent completes 3 role-play practice calls per week. 
-   Coaches use call recordings tagged as FCR failures for practice sessions. 
-   A visible team-level FCR target is set and updated weekly. 

## Practice the coaching moves in this checklist

[Start free trial](/signup?plan=team-trial)

## Related tools

[De-escalation Playbook Prevent the calls that hurt FCR. ](/tools/deescalation-playbook)[QA Scorecard Generator Get FCR onto your weighted QA rubric. ](/tools/qa-scorecard-generator)[Objection Library Scripted responses that speed resolution. ](/tools/objection-library)[All free tools Every calculator, template, and report. ](/tools)[AI Call Scoring How AI grading measures resolution quality. ](/ai-call-scoring)[Practice scenarios 700+ realistic AI call scenarios. ](/scenarios)

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