The scorecard library
Use the standard that fits the way your team sells.
Free, evidence-based review forms for the calls and consultations your managers actually coach. Fill them out online, agree on one next behavior, and download the completed PDF.
Choose by sales motion
6 ready-to-use templates
Start with one real conversation.
Each template includes scoring guidance, evidence prompts, live totals, employee reflection, and a manager coaching action.
B2B discovery
Discovery Call Scorecard
Score the behaviors that make discovery useful, record the exact evidence behind each rating, and leave the employee with one specific behavior to practice on the next call.
- Sales motion
- Discovery and qualification
- Coaching focus
- Problem depth, impact, decision path
Inside sales
Inside Sales Call Scorecard
Review the observable behaviors that earn attention, uncover fit, handle concerns, and secure a complete next step without coaching from vague impressions.
- Sales motion
- Inbound, outbound, appointment setting
- Coaching focus
- Relevance, qualification, committed meeting
Auto dealerships
Automotive BDC Call Scorecard
Review whether the representative created trust, understood the request, offered a useful path forward, and secured a specific appointment rather than a vague invitation.
- Sales motion
- Phone-up and BDC appointment
- Coaching focus
- Vehicle fit, concerns, specific appointment
Home services
Home-Services Estimate Call Scorecard
Evaluate an estimate or in-home consultation without rewarding a scripted pitch: score discovery, priority recap, option framing, trust, price handling, and decision ownership.
- Sales motion
- Estimate and comfort-advisor call
- Coaching focus
- Priorities, options, price, next decision
In-home sales
In-Home Sales Scorecard
Review an in-home consultation with a fair, observable standard for discovery, option clarity, trust, concerns, and the decision path—then download the completed coaching review.
- Sales motion
- Kitchen-table consultation
- Coaching focus
- Household goals, trust, options, decision
General sales
Sales Call Scorecard
Use one evidence-based standard to review real conversations, compare coaching over time, and choose the single behavior that matters most on the next call.
- Sales motion
- Consultative sales conversation
- Coaching focus
- Listening, value, objections, next step
From template to operating standard
Score more calls without losing the evidence.
AI Call Coaching applies your version of these rubrics across imported conversations, cites the supporting transcript moments, and helps each manager choose the next behavior to coach.