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Total Score:
Mail Narrative Certification Scorecard
Partner Name
Certified By
There are no rows in this table
Instructions:
Partner Manager: Please make a copy of this page for each individual you are scoring. Ensure that partner rep, Partner and rep & certifier names are selected.
Rep: After your presentation, submit a link to your completed scorecard to the appropriate submission field in the corresponding Sana course.
Grading Rubric:
Exceeds expectations = 2
Meets expectations = 1
Opportunity for growth = 0
The total score is calculated automatically.
Mail Narrative Scorecard
Criteria
Score
Notes
Build Trust & Frame the Problem
Repeated relevant discovery insights to show they understood the customer. Demonstrated SH Mail’s credibility and set urgency using xxx
1
Great discovery
Deliver the Vision & Value
Clearly articulated xxx. Mapped core features to real business problems.
2
Strong framing
Connect to Use Cases
Tied SH Mail’s impact to relevant team needs (e.g.,Sales, CS, Marketing). Shared meaningful customer outcomes (e.g., 17% CSAT lift, 64% editing reduction).
2
Needs shadowing
Back it up with proof points.
Show the success of our customer base, include a customer story related to their use case, and share relevant benchmarks.
1
Close and Next Steps
Individual delivered the pitch with confidence and showed reliability and capability. Defined next steps and actions
1
There are no rows in this table
Total Score: 7/ 10
7
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