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 evaluates a discovery call transcript across six to eight key dimensions — call preparation, opening quality, problem exploration, implication development, next step close, and overall listening ratio — producing a 1-10 score per dimension with a brief explanation and improvement recommendation for each. Use it to standardize discovery quality assessment across your team.Subjective call quality assessment produces inconsistent coaching — this prompt generates a structured scorecard that evaluates the same dimensions in every discovery call, making performance trends visible over time and comparisons across reps fair. Each dimension includes a score, the specific transcript evidence supporting the score, and one actionable improvement recommendation. Fill in the transcript for a scorecard that both the rep and manager can reference in a coaching conversation. Run the same scorecard format for every discovery call in your team to build a quality baseline.

The prompt

Evaluate the quality of this discovery call using the following scorecard. For each category, provide: 1. A score between 1 and 10 (1 = poor, 10 = excellent) 2. A short explanation of why the score wa
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Variables to replace

PASTE TRANSCRIPT HERE

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

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