Build a weighted QA scorecard your team can use on every call. Edit criteria, set weights, score a call inline, then export to print, markdown, or CSV. Four call-stage templates included. No signup. Nothing leaves your browser.
1. Build your scorecard
Templates:
2. Score a call
0%0 / 0 weighted pointsNot scored
Move the sliders below to score each criterion. The total updates live.
Score every call automatically with Numi
A manual scorecard covers two or three calls per rep per week. Numi applies the same scorecard to every recorded call, surfaces the moments that drove the score, and coaches the three to five behaviors that move conversion. Free during the private beta.
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How this sales call scorecard builder works
The builder is a weighted checklist generator. You pick a starting template, edit the criteria so they match how your team actually sells, and set a weight from one to five on each item. Heavier weights count more in the final score. When you score a call, every slider you move recalculates the weighted total in real time, shows a pass or fail against your threshold, and lets you export the result to print, markdown, or CSV. Everything runs in your browser. The scorecard, the weights, and the scores you assign never leave your device.
What a good sales call scorecard looks like
The best QA scorecards stay short and focus on observable behavior. Five to eight criteria is the sweet spot. Anything longer and reviewers stop scoring carefully, anything shorter and the score is too coarse to coach against. Each criterion should be something a reviewer can point to in the transcript, not a vague trait like rapport or energy.
Anchor every criterion in a behavior, not a feeling. Prefer asked quantified pain question over showed empathy.
Weight by predictive power. The criteria that correlate most strongly with closed deals in your own pipeline carry the heaviest weight.
Set the pass threshold where coaching becomes worthwhile, usually 70 to 80 percent of max. Below that, the rep is missing fundamentals.
Use the same scorecard for the same call type every time. Drift across reviewers is what kills coaching consistency.
Revisit the scorecard quarterly. The behaviors that move conversion change as the market and the product change.
Sales call scorecard templates by call stage
The builder loads with four call-stage templates. Each is a starting point, not a fixed standard. Load the closest one and edit from there.
Discovery call
Pre-call research surfaced
Strong opener and rapport
Quantified pain identified
Decision criteria mapped
Buying process and stakeholders confirmed
Concrete next step booked
Demo call
Demo tailored to stated use case
Asked questions before showing screens
Tied features back to discovered pain
Surfaced and handled objections
Confirmed value with the prospect
Mutual next step agreed
Cold call
Permission-based opener
Clear value statement in first 30 seconds
Used relevant trigger or insight
Asked one strong open question
Handled the brush-off without pushing
Secured next step or politely closed out
Closing call
Mutual close plan reviewed
Stakeholders aligned and present
Pricing and procurement addressed directly
Late-stage objections handled
Commercial terms confirmed in writing
Signature path and date locked
Why weighted scoring beats a flat checklist
A flat checklist treats every criterion as equally important, which it never is. On a discovery call, identifying quantified pain is far more predictive of a closed deal than reading back a polished agenda. A weighted scorecard makes that difference explicit. Reps see which behaviors matter most, managers coach the heavy-weight criteria first, and the final score reflects the small number of behaviors that actually move your conversion rate.
The other advantage is defensibility. When a manager tells a rep their score dropped because of one missed step, the weight makes the conversation concrete: this criterion is worth five points, you scored a one, here is what good looks like. That is how scorecards turn into coaching plans instead of paperwork.
From manual scorecard to automated coaching
A manual scorecard is a good place to start. The problem is volume. Most teams can review two or three calls per rep per week, which means most coaching happens on a tiny sample of the calls that actually matter. That is why even disciplined teams plateau. Recording and scoring every call is the upgrade: the same scorecard, applied automatically to every conversation, with the specific moments that drove each score surfaced for review. That changes coaching from a sampling exercise into a feedback loop on every call.
Frequently asked questions
A sales call scorecard is a weighted checklist of the behaviors and outcomes that matter on a specific type of sales call. Each criterion gets a weight that reflects how strongly it correlates with closed deals, and reviewers assign a score per criterion. The weighted total turns a subjective gut read into a defensible number, which is what makes scorecards the backbone of consistent call coaching.
The best scorecards stay short, usually five to eight criteria, and focus on observable behaviors rather than vague traits. A solid discovery scorecard covers pre-call research, opener and rapport, quantified pain, decision criteria and process, budget or business case, and a concrete next step. A demo or closing scorecard swaps in criteria like use-case framing, objection handling, mutual close plan, and stakeholder alignment. Anything you cannot point to in the transcript does not belong on the scorecard.
Weight criteria by how strongly they predict a closed deal in your own pipeline. If your data shows that calls where the rep quantifies pain close at three times the rate of calls where they do not, that criterion gets a heavy weight. If a criterion is nice to see but does not move conversion, weight it lightly or drop it. The point of weights is to focus coaching on the few behaviors that actually move the number, not to assign points evenly across a long checklist.
Yes. The builder ships with four templates: discovery, demo, cold call, and closing call. Each template is a starting point, not a fixed standard. Load the closest template, then add or remove criteria so the scorecard reflects how your team actually sells. You can save the result by printing it, copying it as markdown, or downloading it as CSV.
Yes, completely free, no signup, no rate limit. The builder runs entirely in your browser. Your scorecard, criteria, weights, and scores never leave your device and nothing is sent to a server. Refresh the page and the scorecard is gone, so export it before you close the tab.
A manual scorecard works, but it only covers the calls a manager has time to review, usually two or three per rep per week. An AI call-scoring platform applies the same scorecard to every call, every day, and surfaces the specific moments that drove the score. That changes coaching from a sampling exercise into a full feedback loop. Numi does this on your full call volume so coaching is grounded in evidence from every conversation, not the loudest deal in the room.
Related tools
Other free Numi tools that pair with this scorecard: