Sales call quality monitoring form template

This form helps you identify specific strengths and weaknesses in sales calls. By consistently monitoring key areas like product knowledge and objection handling, you’ll gather data to inform targeted coaching sessions. Use the trends you observe to develop customized training that addresses your team’s most common challenges, then track improvement through subsequent evaluations.

Create detailed guidelines explaining each criterion and what constitutes each rating level. Hold calibration sessions where managers evaluate the same recorded calls independently, then compare scores to identify and address rating discrepancies. Through regular calibration meetings, you can maintain evaluation consistency across your management team.

Try to provide context that numeric ratings alone can’t capture. Note specific phrases or techniques the representative used effectively, suggest alternative approaches for challenging moments, and highlight unique circumstances that impacted the call. These qualitative insights complement the quantitative ratings and provide richer coaching material.

Address poor performance through a structured improvement plan. Identify specific skill gaps from the evaluations, provide targeted training resources, and increase monitoring frequency temporarily. Set clear, measurable improvement goals with defined timelines and consequences. Consider pairing struggling representatives with high performers for call shadowing and mentoring opportunities.