An outbound campaign scorecard, 100 points.
Points are illustrative. Set them per campaign to match what each client pays for and what their compliance team requires.
| Criterion | Observable behavior | Points |
|---|---|---|
| Identification and disclosure | States the agent's name, the client, and the purpose of the call | 15 |
| Consent language | Uses the recorded line and consent wording the campaign requires | 15 |
| Script adherence | Follows the campaign talking points without drifting | 15 |
| Qualification confirmed | Verifies every criterion the client requires before offering a transfer | 20 |
| Claims accurate | Describes the offer within what the client has approved | 10 |
| Transfer executed | Introduces the prospect to the client with the qualifying details | 15 |
| Disposition matches | Logs an outcome that matches the conversation | 10 |
| Total | 100 |
Illustrative review flags
- A call continued after the prospect asked for no further contact
- A call placed outside the hours allowed by the client's approved calling policy
- A transfer offered without the client's required qualification criteria confirmed
- A recording that continues after the prospect declined to be recorded where the client's approved policy requires consent
