Score recorded or observed sales calls on discovery depth, handling and next steps — a weighted result and AI report that turns calls into coaching film.
Quick answer
A weighted score of recorded or observed sales calls on discovery depth, handling and next steps, turning call recordings into structured coaching film.
A recorded call is the richest coaching material a team owns and the least reviewed. This scorecard turns each call into film: was the meeting goal set early, did discovery reach real pain, were objections handled with the taught response, did a mutual next step get locked? Scored 1-5 per dimension into a weighted result with an AI report, calls become comparable — and the gap between trained behavior and dial-tone behavior finally has a number on it.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Five dimensions that separate a good call from a lucky one.
Calls without dated mutual actions get named, every time.
The same rubric for everyone ends grade inflation.
The 'which moment' answer picks the coaching clip.
From copy to deliverable in four steps.
Copy the scorecard per reviewed call.
Reviewer rates five dimensions with timestamps noted.
The AI PDF names the call's weakest dimension.
Replay the flagged moment with the rep.
Pick your role — see how it fits your workflow.
Coach from scored calls instead of call anecdotes.
See your own pattern across twenty scorecards.
Make the recording budget finally pay.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
