🎯 Free Interview Template

SDR Interview Scorecard

A structured evaluation form for SDR phone screens and final interviews. Score every candidate on the same dimensions — so your best hire is repeatable, not random.

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SDR Phone Screen Scorecard (20–30 minutes)

Use this scorecard during the initial phone screen. Score each area 1–5. Set a minimum threshold (e.g., 3.0 weighted) before advancing to final interview.

Evaluation Area Weight Score (1–5) Sample questions
Outbound process specificity 30% _ / 5 "Walk me through your daily outbound motion" / "What's your call-to-connect rate?"
Quota / metric fluency 25% _ / 5 "What was your quota last quarter?" / "What were you actually hitting?"
Coachability indicators 20% _ / 5 "Tell me about a time you got tough feedback. What changed?" / "How has your pitch evolved?"
Motivation and drive 15% _ / 5 "Why outbound?" / "What's your 2-year target?" / "What does your best week look like?"
Communication clarity 10% _ / 5 Evaluate throughout — can they be concise and articulate under mild pressure?

SDR Final Interview Scorecard (45–60 minutes)

For the final round. Includes a cold call role-play and a structured behavioral interview. Use this alongside the phone screen scorecard to get a complete picture.

Evaluation Area Weight Score (1–5) What you're evaluating
Cold call role-play 35% _ / 5 Opening hook, objection handling, ask for the meeting, recovery from "no"
Preparation quality 20% _ / 5 Did they research the product, ICP, and team before the interview?
Objection handling 20% _ / 5 Throw 2–3 real objections during role-play. Can they respond calmly and logically?
Cultural fit + team dynamics 15% _ / 5 Collaboration signals, how they describe past teams, adaptability
Questions they ask 10% _ / 5 Quality of their questions = how much they've thought about the role and company

Cold call role-play scoring guide

Give the candidate this brief: "You're calling me — a VP of Sales at a 50-person B2B SaaS company. Sell me on booking a meeting with our AE." Then evaluate on these criteria:

Score 4–5 (Book the meeting)

  • ✅ Strong opening hook (not "How are you?")
  • ✅ Concise value prop (one pain point, one outcome)
  • ✅ Handles "send me info" objection with a question
  • ✅ Closes for specific time, not vague follow-up
  • ✅ Comfortable with silence after the ask

Score 1–2 (Needs work)

  • ❌ Opens with "How are you doing today?"
  • ❌ Feature dumps without linking to pain
  • ❌ Folds immediately at first "not interested"
  • ❌ Vague close: "Let me know if you want to chat"
  • ❌ Can't recover after one objection
The interview scorecard is only half the picture Even the best interview scorecard can't replace pre-screening. Shortlist's AI scores candidates on outbound experience, domain fit, and coachability before you ever schedule a screen — so your interview pipeline starts at a higher baseline.

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