Sample · an invented person, labelled as such · the whole thing as PDF or Word
Maya's eleven bullets, and what she pasted into her review.
Maya R. is a customer support team lead at a 300-person software company. Her company's form has four headings and an 800-word limit. She typed the list below in about eight minutes and picked “plain and confident”. Everything in the finished document comes from these lines; nothing was added.
What Maya typed
- took over the team in Feb when Dan left, 6 people now 9
- CSAT went from 86 to 93 (q1 -> q3)
- first response time 4h -> 51 min after we changed the queue rules
- wrote the macros library, 140 macros, everyone uses it now
- hired 3 (Priya, Tom, Jules) all passed probation
- ran the churn-save pilot with sales, saved ~$210k ARR (their number)
- bad Q2 — two people off sick, backlog hit 900, took 5 weeks to clear
- started the Monday 15-min standup, people like it
- did the Zendesk -> Intercom migration over a weekend, no downtime
- still not great at saying no to product asks, took on too much in Q3
- want: senior team lead / manager title, and the pay band that goes with it
Format she pasted: Company template: 1. Key accomplishments 2. Strengths 3. Areas for development 4. Goals for next year (about 800 words)
What came back the next morning
Self-evaluation — Maya R., Customer Support Team Lead, 2026
Key accomplishments
I took over the support team in February when Dan left, and my first job was to keep the service steady through a handover nobody had planned for. The team has grown from six to nine people since then, and every measure we track is better than it was in January.
Customer satisfaction rose from 86% in Q1 to 93% in Q3. The biggest single driver was a change to the queue rules I proposed in March: tickets are now routed by product area and age rather than first-come, first-served, and the median first response time fell from about four hours to 51 minutes. The second driver was the macros library. I wrote the first 60 macros myself, set a format for the rest, and the team now has 140 that everyone uses; new starters are answering tickets unaided within their first week instead of their third.
I hired three people this year, Priya, Tom and Jules, and all three passed probation on schedule. I ran the hiring loop end to end: the job description, the take-home exercise, the scoring sheet and the final interviews.
With the sales team I ran the churn-save pilot from May to September. Support flagged accounts showing early signs of leaving, and sales followed up within 48 hours. Sales attributes about $210,000 of retained annual recurring revenue to the pilot; that is their figure, and the process is now standard.
In August I led the migration from Zendesk to Intercom. We did it over one weekend with no customer-facing downtime and no lost ticket history. I also introduced a fifteen-minute Monday stand-up in April, which the team has asked to keep.
Strengths
Fixing the system rather than the symptom: the queue rules and the macros library were both answers to a pattern, not to a single bad week, and both kept paying back after the work was done.
Hiring and onboarding: three hires, three passed probation, and a repeatable loop that another team lead has since borrowed.
Working across teams: the churn-save pilot only worked because support and sales agreed on a shared definition of an at-risk account and a 48-hour clock. I set that up and kept both sides to it.
Calm delivery under change: a lead leaving, a growing team and a platform migration in the same year, with the numbers moving the right way throughout.
Areas for development
Q2 was the hard part of the year. Two people were off sick for most of May, the backlog reached 900 open tickets, and it took five weeks to bring it back under 200. I kept the team going and I was honest with customers about wait times, but I should have asked for temporary cover in the second week rather than the fourth. Next time I will set a backlog number that triggers that request automatically.
I also say yes to too much. In Q3 I took on three product requests for support input at the same time as the migration, and two of them slipped. I am now keeping one list of commitments, reviewing it with my manager every fortnight, and declining or deferring anything that does not fit.
Goals for next year
1. Keep CSAT at or above 92% for all four quarters while the team grows to twelve, and hold median first response under one hour.
2. Build a second tier of the team: by the end of Q2, two senior support specialists trained to run the queue, the stand-up and the hiring loop without me, so the function does not depend on one person.
3. Turn the churn-save pilot into a measured programme with the sales and customer success teams: a shared dashboard by the end of Q1 and a quarterly retained-revenue figure both teams sign off on.
Given the scope I have carried this year, a team of nine, hiring, a migration and a cross-team programme, I would like to discuss moving to the Senior Team Lead title and the pay band that goes with it.
Conversation brief — review meeting
For the meeting, not for the form.
- Open with
- The three numbers: CSAT 86 to 93, first response 4 hours to 51 minutes, $210k retained ARR (sales' figure). Then the team: six to nine, three hires, all passed.
- Own Q2 before they raise it
- Backlog 900, five weeks to clear. What you did; what you will do differently (a trigger number for asking for cover). Said plainly, once.
- The ask
- "I would like to move to Senior Team Lead and the band that goes with it. I have carried that scope since February. What would you need to see to make that happen, and by when?"
- If the answer is "not yet"
- Ask for the specific gap and a date to review it. Write both down in the meeting and send them back in an email the same day.
- Ask for
- Headcount: the two senior specialist roles for the second tier. Time: one afternoon a week protected for the churn programme.
- Do not
- Apologise for Q2 twice. Compare yourself to Dan. Accept "we'll see" without a date.
Why it reads the way it does
Every number is one Maya gave, with its owner named where it is not hers (“sales attributes about $210,000”). The bad quarter is in, said once, with what changes next time, because a self-evaluation with no hard part reads as a sales page. The ask for the title is a plain sentence in the goals section and a scripted line in the brief. The three goals each have a number or a date so they can be checked in twelve months.