An interview scorecard template your team can actually use
A copyable interview scorecard with evidence-based rating anchors, a calibration exercise and a place to record what still needs a follow-up.
Question bank
A candidate can deliver a smooth introduction and still struggle to qualify a deal. Your first screen should give them a decision to explain.
Choose questions that match the sales motion. An SDR booking first meetings should not face the same screen as an account executive responsible for a long buying process. These examples can be used in a recorded screen or a live interview.
A prospect says your product looks useful and asks for a proposal. You do not yet know who will approve the purchase or what problem the team is trying to solve. What would you ask before writing it?
Listen for questions about the problem, consequences, buying process and intended timing. The candidate does not have to name your preferred framework. They do need to explain what the answers would change.
For an SDR role, ask what evidence would make a handover useful to the next salesperson. For an account executive, explore how they would establish a mutual next step.
Tell us about a deal you chose to stop pursuing. What did you learn, how did you communicate the decision and what did you do with the time you recovered?
A useful answer describes the evidence available then. A candidate who can only explain a loss with hindsight may need a follow-up about how they qualify an opportunity in progress. Ask for an anonymised example and avoid requesting private commercial documents.
After a discovery call, a buyer is interested in reducing manual reporting. They are concerned about the effort needed to move their existing data. Write a brief follow-up that confirms what you heard and proposes the next step. You cannot promise an implementation date yet.
Look for an accurate summary and a next action that addresses the concern. A generic 'great to connect' email gives the buyer little to respond to. A promise that the prompt does not support creates a different problem.
Describe an opportunity you expected to close that did not. Which signal did you misread, and what do you now check before including a deal in your forecast?
The point is the change in judgement. Large deal values or familiar customer names are not evidence of a better process. An applicant from a different market may still explain the lesson clearly.
| Criterion | Look for |
|---|---|
| Discovery | Questions that reveal a relevant customer problem |
| Qualification | Evidence of a buying process and a reason to continue |
| Follow-through | A specific next action with realistic commitments |
| Learning | A change in behaviour after a mistake |
Score the evidence independently before the hiring team discusses the person. Use a later live role-play to see how the candidate listens and changes course when new information arrives.
Hirevly can collect video and written answers in one interview. Keep the first exercise short, tell applicants how their answers will be reviewed and reserve time for their questions in the live stage.
Putting this into practice?
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Create questions, invite candidates and review their answers with your team. The free plan includes five interviews.