Discovery Call Quality Audit
Score recorded or noted sales calls.
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Audit three discovery calls. Transcript or notes for each: [CALL_NOTES]. The qualification criteria we use: [QUALIFICATION_CRITERIA]. Outcomes: [OUTCOMES]. Assess how much of the call was the customer talking, whether the problem, impact, process and timeline were uncovered, whether questions were open, whether the next step was agreed, and whether claims were accurate. Quote examples. Return a scorecard from 1 to 10 on questions, listening, qualification, honesty and next step, three strengths, three improvements, and practice questions. Consent to record is [VERIFY] for [JURISDICTION]. Also pick the two best questions asked and the two missed opportunities in each call, suggest follow-up questions that would have deepened the conversation, and propose a call structure with timings. Suggest how to give feedback to a colleague kindly, and how to practise the improvements in role play. Also provide a short list of the signals that tell a rep to end a poor-fit call politely, and a closing script that confirms what was learned and agrees the next step. Add a note about keeping call notes accurate and sharing them only with people who need them.
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