HOW TO: Create scorecards using AI

The AI Scorecard Builder makes it faster and easier to create scorecards for call evaluations. Instead of starting from scratch, you can upload existing materials and let HyperBound generate a draft scorecard for you.

This feature is designed to reduce the manual work of building scorecards and allow teams to focus on what really matters: coaching and improving rep performance.

Why Use the AI Scorecard Builder?

Previously, scorecards had to be created manually, even if you already had reference material such as training docs or methodologies. With the AI Scorecard Builder, you can now:

• Upload multiple files such as enablement docs, training slides, or sales methodology guides.

• Add custom instructions to tailor the scorecard to your team’s needs.

• Automatically generate scorecards that combine your files and prompts into a single evaluation tool.

• Save time and effort by reviewing and fine-tuning the AI-generated draft instead of starting from zero.

How It Works

1. Upload your materials

   • Supported inputs include sales methodology files (e.g., MEDDPICC), enablement documents, or training slides.

   • You can upload one or more files at a time.

2. Add instructions

   • Example: You can tell the AI to include an objection handling framework or evaluate reps on active listening in addition to your uploaded methodology.

3. Generate the scorecard

   • Click Generate and let the AI build a draft scorecard.

   • The draft will include both your uploaded material and any extra evaluation criteria you provided.

4. Review and customize

   • The scorecard appears in Draft state.

   • Make edits as needed: rename the scorecard, adjust the evaluation points, and select the relevant call types.

5. Publish

   • Once finalized, publish the scorecard so your team can start using it for call evaluations.

Best Practices and Examples:

1. (no upload) Please build me a scorecard to handle various elements of sales objections.

2. (no upload paste in transcript) Here is a transcript of a call with a prospect, please build a generalized scorecard based on this call

3. (upload medpicc scorecard) On top of using medpicc... I also want my reps to be evaluated on the FFF objection handling framework and I want to evaluate active listening.

4. (upload multiple transcripts) Here are several cold call transcripts with prospect, please build a generalized scorecard based on this call

Benefits

• Eliminates friction for teams that need to evaluate at scale.

• Automates the heavy lifting of scorecard creation.

• Keeps evaluations consistent while still allowing flexibility for customization.

• Frees managers to focus on coaching and ensuring reps hit their marks.

✅ The AI Scorecard Builder helps you go from raw materials to ready-to-use scorecards in just a few clicks.

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If you have any other questions, feel free to reach out to the Hyperbound team, either via the chat button, or email us at help@hyperbound.ai.