B2B Discovery Call Scorecard
Score every discovery call on the same four dimensions. Calibrates the team, kills happy-ears deals early, and doubles as coaching material.
Who it's for
Sales managers, sales enablement leads, founders.
How to use this template
- 1Score during the call, not after — memory decays fast.
- 2Any dimension scoring 2/5 or below is a flag for a follow-up call before advancing the deal.
- 3Calibrate scoring across the team monthly — drift is real.
Licence
Free to use commercially. Adapt freely for your organisation — attribution to Nightingale Software is appreciated but not required.
Songbird
Skip the spreadsheet — get the software.
Songbird
CRM for people-first sales teams
This template is a great starting point. The Songbird product turns it into a live system — with reminders, audit trail and the rest of the workflow built in. Free Starter tier, no credit card required.
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