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Better call reviews start with a better standard.
Free scorecards, worked examples, and practical coaching guides for managers who want feedback their reps can actually use.
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No email gate. No theory-heavy ebook. Open the template and start scoring.
Browse the scorecard libraryDiscovery Call Scorecard
A weighted, evidence-based rubric for evaluating discovery without turning the conversation into a qualification checklist.
Call review / 04
Discovery — Acme
Coach next: turn the verbal follow-up into a dated, owner-assigned next step.
Interactive example
See a sales call scored line by line.
Read an anonymized transcript, click each criterion, and trace the score back to the exact conversation evidence.
Free scorecard
In-Home Sales Scorecard
Complete a free 100-point in-home sales scorecard for customer priorities, decision participation, option framing, trust, concerns, and next steps.
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Inside Sales Call Scorecard
Use a free 100-point inside sales call scorecard for openings, qualification, problem depth, objections, value alignment, and booked next steps.
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SaaS Sales Call Scorecard
Use a free 100-point SaaS sales call scorecard for discovery, business impact, qualification, product fit, technical confidence, and mutual next steps.
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Sales Call Scorecard
Copy or print a free 100-point sales call scorecard for discovery, listening, value alignment, objection handling, and committed next steps.
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Automotive BDC Call Scorecard
Copy a 100-point automotive BDC call scorecard for greeting, vehicle fit, qualification, appointment attempts, confirmation, and follow-up.
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Home-Services Estimate Call Scorecard
Copy a 100-point home-services estimate scorecard for priorities, discovery, option framing, proof, price concerns, and a clear next decision.
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Coaching notes, published as we write them.
Find the Broken Promise Behind Your CSI Score
Walk five recent deals end to end — ad, BDC call, CRM handoff, showroom, delivery, follow-up — and find the exact sentence where the customer's expectation stopped matching what your store does. You'll leave with two assigned fixes instead of another survey-score conversation.
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A Six-Item Release Gate for Remote and Out-of-State Vehicle Sales
Build a six-item release gate that stops a vehicle from leaving your lot until identity, funds, state paperwork, delivery address, carrier, and exception approval are all confirmed by a named person. Includes the exact rules to write down and the talk track reps use with remote buyers.
Auditing Performance Pressure on Your Dealership Sales Floor
You'll be able to tell the difference between urgency that makes reps act and pressure that makes them hide, using recorded conversations and escalation counts instead of vibes. You'll also get the specific decision-quality checks that show what unpredictable management is costing in gross.
Build an After-Hours Lead Coverage Plan Your Store Will Actually Follow
You'll leave with a channel-by-channel coverage table, a green/yellow/red list of what an after-hours rep may say, and a five-field morning handoff that stops the 8am rep from re-asking what the customer already answered. Plus the numbers to get your owner to sign off on the cost.
Sort Your CRM Follow-Up by Engagement and Stage, Not Lead Age
Replace your age-sorted CRM task list with five work queues built on buyer engagement and deal stage, each with its own touch cadence and exit rule. You'll also get three manager exception views that tell you which deals to step into today.
What to Hand Your New Sales Manager in Week One
A promoted top closer will default to selling more cars himself unless you redefine what a good week looks like. This gives you the scoreboard, observation routine, coaching cadence, and deal-support boundary to hand him in week one.
Run an Execution Audit Before You Cut a Lead Source
You'll be able to settle the "our leads are junk" argument with a 30-lead grid that compares response time, attempts, CRM notes, appointment asks, and outcomes side by side. And you'll know which findings belong to the vendor and which belong to a rep.
Stop Reading the Aging List and Start Assigning It
Turn your weekly aging list from a status update into a register where every unit leaves with one decision, one name, a due date, and an automatic escalation. You'll get a repeatable format you can run in under thirty minutes starting next week.
A Post-Sale Follow-Up Ownership Map for Your Dealership
Split post-sale follow-up into four zones with exactly one owner each, from the 48-hour delivery check-in through the twelve-month CRM handoff. You'll leave with the questions, the review cadence, and the three numbers to track monthly.
Audit Where Your Week Actually Goes as a Dealership Sales Manager
Log two weeks of your own tasks, then sort every one into eliminate, automate, delegate, or retain. You'll finish with a short defended list of what the job actually is and a specific conversation to have with your GM.
Four Standards That Make the Dealership Buying Process Predictable
You'll get four written standards — next-step explanations, wait-time updates, document readiness, and named handoffs — plus the exact sentences reps say at each one. You'll also get a four-week rollout and a way to inspect each standard without guessing.
When a Sales Manager Should Step Into a Live Deal, and What the Rep Still Owns
You'll leave with a written intervention boundary: four triggers that justify stepping into a live deal, three things the rep keeps no matter what, and a three-question debrief you can run in four minutes. It turns manager takeovers from deal rescues into rep development.
Run a Monthly Trade-Appraisal Variance Review at Your Store
You'll be able to run a 75-minute monthly meeting that compares every exited trade's original ACV, estimated versus actual recon, and real exit against what the appraiser assumed. You'll leave with three specific rules that narrow the variance instead of vague advice to "be more careful."