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Documentation Index

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Scorecards are the evaluation frameworks AI Coach uses to assess rep performance on every call. Each scorecard is built from consolidated sales playbooks and methodologies, defining the specific criteria the AI measures during a review. When you start a manual review or let Automated Reviews run, the scorecard you select determines what gets analyzed and how the report is structured.

Where to find scorecards

Navigate to Settings > Scorecards to see all scorecards available in your workspace.

Built-in scorecards

Triple Session provides a set of ready-to-use scorecards covering the most common sales call types:

Cold Call

Evaluates performance on outbound cold calling, covering how reps introduce themselves, handle early objections, and secure next steps.

Discovery Call

Assesses how thoroughly reps uncover prospect pain points, goals, and decision-making criteria during discovery conversations.

Demo Call

Measures how effectively reps present the product, tie features to prospect needs, and advance the deal during demonstrations.

Discovery using MEDDICC

A discovery scorecard structured around the MEDDICC qualification framework — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, and Competition.

Discovery using SPICED

A discovery scorecard built on the SPICED methodology — Situation, Pain, Impact, Critical Event, and Decision.

Custom scorecards

If your team follows a proprietary sales playbook, Triple Session can build a custom scorecard tailored to your process. To request a custom scorecard, send a message to support@triplesession.com and describe your playbook. The team will build it for you.

Smart Scorecards for Automated Reviews

When you use Automated Reviews, AI Coach selects the most appropriate scorecard for each meeting automatically using Smart Scorecards. By default, your workspace scorecards are all eligible for Smart Scorecard selection. You can control which scorecards apply in Settings > Call Integrations by toggling Apply in auto reviews on or off per scorecard.