Build a custom call scorecard in seconds. Choose a preset template or define your own criteria with weighted scoring.
Click "Generate Scorecard" to preview your template.
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 checks every call against your criteria automatically, so managers focus on coaching instead of listening.
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.
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.
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.
Yes, with one difference worth knowing. Coldread turns your criteria into compliance checks and custom tags written in plain English, then applies them to every call transcript and records each one as a pass or a fail, with the moment in the call that decided it. Coldread does not produce a weighted numeric score. The weights in this template are for your own manual reviews.
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