Purpose
The following call scorecard is designed to [maximize the probability of conversions] on [cold calls] to prospective clients within the [industry] space. We recommend referencing each row before, during, and after your call to improve your delivery.
Scorecard
Description | Stage | [Value] | Complete? |
Review this scorecard in advance with a printed or digital copy on hand. | [Before Call] | 5 | ✔ |
Have a copy of the [company name] [call follow-up script] on hand. | [Before Call] | 5 | ✔ |
Review the prospect’s [name], [company website], and [notes]. | [Before Call] | 10 | ✔ |
Customize the [call follow-up script] to apply more directly to the prospect. | [Before Call] | 10 | ✔ |
Introduce yourself and [SaaS Name] while discussing the purpose of the call. | [During Call] | 5 | |
Ask an open-ended question about [primary industry pain point]. | [During Call] | 5 | |
Proceed into the primary [features] and [benefits], as outlined in the script. | [During Call] | 20 | |
Direct prospect to the primary [CTA] while scheduling a [follow-up demo]. | [During Call] | 25 | |
Tally up this scoresheet and add any call notes to the [CRM]. | [After Call] | 15 | |
Total Score | ___ / 100 | ||
Final Notes
After tallying up the scorecard above, add your score to the [sales outreach tracker] in the [public drive] while annotating the [lessons learned] column.
