Library/Leadership, Coaching & People Management/1:1s & Rep Development/Build a Scored Call Review Checklist for Rep Coaching
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

Build a Scored Call Review Checklist for Rep Coaching

Generate a 1-5 scored call review checklist covering opening, discovery, positioning, and next steps, with a coaching

About this prompt

This prompt produces a structured call review checklist for evaluating a recorded sales call, scoring four sections — opening, discovery, positioning, and next steps — on a 1-5 scale with specific behavioral criteria for each. It is designed for sales managers and directors who coach reps through recorded call review. Use it when you need a consistent scoring framework for 1:1 call coaching or when building a call quality baseline across a team.Subjective call feedback — 'good call' or 'you need to ask more questions' — rarely changes behavior. This prompt produces a scored checklist that gives managers a consistent, criteria-based framework for evaluating any recorded sales call by [REP NAME] across four sections: the opening (30-second permission and relevance), discovery (talk-to-listen ratio, explicit pain uncovering, impact quantification), positioning (pain-first sequencing, buyer-specific tailoring), and next steps (mutual commitment and prospect confirmation). Each section is scored 1-5 and ends with a section-level summary: strengths identified, one development area, and a coaching question the manager can ask the rep directly in the debrief. This is a post-call manager tool — not a real-time scorecard — and works best when the manager listens to the full recording before completing it rather than scoring from memory. For teams standardizing call quality across multiple managers, run this prompt against the same call with different managers filling in [REP NAME] to calibrate inter-rater consistency before using scores for performance reviews.

The prompt

Create a call review checklist for evaluating a recorded sales call for [REP NAME]. Score each element 1-5: OPENING (1-5): - Did they get permission to continue within 30 seconds? - Was the reason fo
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Variables to replace

REP NAME

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOngoing/Cross-Stage
SeatSales Manager, Sales Director
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryLeadership, Coaching & People Management
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