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Free Tool

Call Scorecard Template Builder

Build a custom call scorecard in seconds. Choose a preset template or define your own criteria with weighted scoring.

Define your scorecard

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Click "Generate Scorecard" to preview your template.

Why score your sales calls

Consistent evaluation

Scorecards replace subjective opinions with objective, repeatable criteria. Every call is rated the same way, making call scoring fair and actionable.

Pinpoint coaching opportunities

See exactly where each rep excels and where they need help. Weighted scoring highlights the criteria that matter most to your call quality standards.

Compliance assurance

Ensure required disclosures and compliance checks happen on every call. Weighted criteria guarantee compliance items are never overlooked.

Scale QA across your team

Manual call review does not scale. AI-powered QA scores every call against your scorecard automatically, so managers focus on coaching instead of listening.

Frequently asked questions

What is a call scorecard?

A call scorecard is a structured evaluation form used to rate sales or service calls against specific criteria. Each criterion is weighted by importance, and reps receive a total score that highlights strengths and areas for improvement. Scorecards bring consistency and objectivity to call reviews.

How many criteria should a scorecard have?

Most effective scorecards use 4-8 criteria. Fewer than 4 and you miss important dimensions; more than 8 and the scorecard becomes tedious to complete, reducing adoption. Focus on the behaviors that have the biggest impact on call outcomes for your team.

Can I customize the scoring criteria?

Yes. This tool lets you define up to 8 custom criteria with individual weights from 1 to 5. You can start from a preset template (sales discovery, compliance, or customer success) and modify it, or build a scorecard from scratch to match your exact process.

How does AI score calls automatically?

Coldread uses AI to analyze call transcripts against your custom scorecard criteria. It evaluates each criterion automatically, assigns scores, and highlights specific moments in the call that drove each rating — eliminating the need for managers to manually listen and score every call.