Library/Meeting Prep & Discovery/Call Coaching & Roleplay/Score a Discovery Call with a Structured Scorecard
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Score a Discovery Call with a Structured Scorecard

Evaluate a discovery call across key dimensions using a structured scorecard with scores and explanations.

About this prompt

This prompt scores a discovery call transcript on nine categories — agenda, upfront contract, credibility moment, tonality, value discovery, pain discovery, objection handling, value positioning and next steps — against a published 1-10 rubric with bands for each. Every score cites the transcript, unknowns stay unscored, and the output adds missed opportunities and coaching priorities. Use it to standardize discovery coaching across your team.Subjective call reviews produce inconsistent coaching — this prompt scores every discovery call against the same nine categories and the same published 1-10 bands, so trends over time and comparisons across reps rest on a shared standard. The categories are agenda, upfront contract, customer story or credibility moment, tonality and language, value discovery, pain discovery, objection handling, value positioning, and closing and next steps. Each score cites the transcript, is labelled observed or inference, and comes with one improvement for the next call; anything the transcript cannot show is left unscored rather than guessed, and tonality is marked as limited evidence when you only have a transcript. Fill in [PASTE TRANSCRIPT HERE], [SELLER SPEAKER LABEL], [CALL OBJECTIVE] and [EVIDENCE AVAILABLE] before you run it. The output adds an estimated talk-time split, a review of the questions that worked and the one that did not, missed opportunities and three coaching priorities with better-in-the-moment language, ready for a one-on-one. Re-score each discovery call with the same rubric to build a quality baseline.

The prompt

Act as a discovery-call coach and score the call in [PASTE TRANSCRIPT HERE] on the nine-category scorecard below, using the published bands for each category, citing the transcript for every score and
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Variables to replace

PASTE TRANSCRIPT HERE|SELLER SPEAKER LABEL|CALL OBJECTIVE|EVIDENCE AVAILABLE

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

StageDiscovery
SeatSales Manager, AE, SDR
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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