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Video Walkthrough

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1. Open Scorecard Templates

  1. Click your initials → Settings.
  2. In the sidebar, choose Scorecard Templates.

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2. Add a new scorecard

  1. Select Add scorecard.
  2. Name it—for example, Discovery Call.
  3. Associate Teams: pick the teams this scorecard applies to (or Select all).
  4. (Optional) Associate Call Tags: link the scorecard to specific call types such as Discovery or Closing.
  5. Click Add scorecard to start building.

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3. Set the scoring scale

  • Minimum score (e.g. 1)
  • Maximum score (e.g. 5)
  • (Optional) Medium score (e.g. 3) for a midpoint rating

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4. Define scoring fields

  1. Click ➕ to add a field.
  2. Label the skill or behavior—e.g. Identify Pain.
  3. Describe what each end of the scale looks like:
    • Low score example: “Prospect’s pain points were not discussed.”
    • High score example: “Clear, quantifiable impact of pain articulated.”
  4. (Optional) Add a mid-score description.
  5. (Optional) Weight the field if it’s more important than others.
  6. Repeat for every area you want to score.

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5. Test the prompt

Use Test prompt to run the scorecard against an existing conversation. Review the AI output and tweak wording or weights until the results feel right.

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6. Save and deploy

Click Save when you’re satisfied. The template is now live for any calls that match the selected teams and tags.

Tips

  • Create separate scorecards for different call stages (e.g. Discovery, Demo, Negotiation).
  • Update weights over time to keep the focus on evolving priorities.
  • Test frequently on real calls to ensure the criteria drive useful coaching insights.