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This video conversations scorecard template helps you evaluate the key components of a strong discovery call, from understanding the prospect's pain points to setting next steps. Use this scorecard to provide structured feedback, improve call quality, and enhance your reps’ overall call performance.
On a scale of 1-5, how well did the host understand the role of the prospect in the call?
1
2
3
4
5
Were the customer's key pain points clearly identified?
Yes
No
Did the host clearly communicate our benefits and capabilities?
Yes
No
Did the host validate our ability to solve the customer's pains?
Yes
No
On a scale of 1-5, how well did the host handle the customer's concerns?
1
2
3
4
5
Did the AE set clear next steps?
Yes
No
How would you rate this conversation overall?
1
2
3
4
5
On a scale of 1-5, how well did the host understand the role of the prospect in the call?
1
2
3
4
5
Were the customer's key pain points clearly identified?
Yes
No
Did the host clearly communicate our benefits and capabilities?
Yes
No
Did the host validate our ability to solve the customer's pains?
Yes
No
On a scale of 1-5, how well did the host handle the customer's concerns?
1
2
3
4
5
Did the AE set clear next steps?
Yes
No
How would you rate this conversation overall?
1
2
3
4
5
Workflows & Automations
Sales Manager,
FST Media
AI Power-ups
CEO,
Outer Realm
Workflows & Automations
Growth Lead,
Cyzag
AI Power-ups
Chief of GTM,
LeadMinders
AI Power-ups
Sr. Sales Development Manager,
Apollo
