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Triage Call Review

Call Review Template for Triage and Discovery Calls

Salesperson Name:

Date:

Prospect Name:

1. Opening and Rapport Building (0-10 scale)

Enthusiastic greeting and sound check: ___

Location-based rapport building: ___

Digital nomad lifestyle mention (if applicable): ___

Notes:

Example: Did the rep engage the prospect with a warm greeting and check the connection?

Example: Did they discuss the prospect’s location to build rapport?

Actionable Steps or Questions for Improvement:

2. Goal Identification (0-10 scale)

Clearly identified prospect's primary goal: ___

Probed for additional goals/motivations: ___

Notes:

Example: Did the rep clearly identify the prospect’s primary goal for the course?

Example: Did they probe for any additional motivations beyond the primary goal?

Actionable Steps or Questions for Improvement:

3. Situation Assessment (0-10 scale)

Current actions towards goal: ___

Existing passive income streams: ___

Current work situation: ___

Business partners/collaborators identified: ___

Notes:

Example: Did the rep ask about what the prospect is currently doing to achieve their goal?

Example: Did they identify any existing collaborations or partnerships the prospect has?

Actionable Steps or Questions for Improvement:

4. Problem Awareness Exploration (0-10 scale)

Effective use of satisfaction questions: ___

Probing for likes/dislikes: ___

Use of "Two Truths" question if needed: ___

Notes:

Example: Did the rep effectively ask satisfaction questions regarding the prospect’s current situation?

Example: Did they probe for what the prospect likes or dislikes about their current efforts?

Actionable Steps or Questions for Improvement:

5. Clarifying and Probing Questions (0-10 scale)

Use of mirroring technique: ___

Effective follow-up questions: ___

Emotional impact exploration: ___

Notes:

Example: Did the rep use mirroring to confirm the prospect’s statements?

Example: Did they ask effective follow-up questions to clarify the prospect's thoughts?

Actionable Steps or Questions for Improvement:

6. DIY Rationale (0-10 scale)

Explored reasons for seeking professional help: ___

Notes:

Example: Did the rep explore why the prospect is considering professional help rather than going it alone?

Example: Did they identify specific challenges the prospect may face if they attempt it alone?

Actionable Steps or Questions for Improvement:

7. Qualification Process (0-10 scale)

Effective framing of qualification questions: ___

Thorough credibility assessment: ___

Clear budget qualification: ___

Authority identification: ___

Urgency/timing qualification: ___

Notes:

Example: Did the rep effectively frame their qualification questions to assess fit?

Example: Did they verify the prospect’s credibility to teach the course?

Actionable Steps or Questions for Improvement:

8. Next Steps and Call Booking (0-10 scale)

Clear explanation of next steps: ___

Effective positioning of team review: ___

Successfully booked next call: ___

Notes:

Example: Did the rep provide a clear explanation of the next steps at the end of the call?

Example: Did they successfully book a follow-up call or mention any team review process?

Actionable Steps or Questions for Improvement:

9. Overall Communication Skills (0-10 scale)

Active listening: ___

Adapting to prospect's responses: ___

Maintaining focus on prospect's needs: ___

Notes:

Example: Did the rep demonstrate active listening throughout the call?

Example: Did they adapt their questions based on the prospect’s responses?

Actionable Steps or Questions for Improvement:

Overall Call Rating: ___ / 90

Key Strengths:

Areas for Improvement:

Action Plan for Next Call:

Additional Notes:

Predicted Show Rate: ___%

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