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QA Studio/Scorecards/Template Library

Scorecard Template Library

Pre-calibrated industry scorecards with verified statutory questions, auto-fail rules, and AI evaluation prompts.

Active Client Scorecards
Customer Support & CXvv4.0

Customer Support Quality Scorecard

Gold-standard 100-point CX and support scorecard inspired by real-world high-volume contact centers. Evaluates greeting, customer identity authentication, active listening, first-contact resolution, hold/transfer etiquette, and compliant wrap-up with flexible N/A handling.

Sections5
Criteria18 Qs
Auto-fails1
Includes flexible, non-penalizing N/A conditions
Included Sections:
GREETING & RAPPORT15%
CUSTOMER AUTHENTICATION & SECURITY20%
PROBLEM-SOLVING & ISSUE RESOLUTION25%
COMMUNICATION & CALL HANDLING25%
CLOSING & WRAP-UP15%
Sales & Business Developmentvv3.0

Sales & Conversion Quality Scorecard

Enterprise sales quality rubric evaluating rapport building, needs discovery, value proposition articulation, objection handling, closing attempts, and mandatory pricing/warranty disclosures.

Sections5
Criteria9 Qs
Auto-fails1
Includes flexible, non-penalizing N/A conditions
Included Sections:
RAPPORT & DISCOVERY25%
VALUE PROPOSITION & SOLUTION FIT25%
OBJECTION HANDLING & NEGOTIATION20%
CLOSING & COMMITMENT20%
SALES COMPLIANCE & ACCURACY10%
Healthcarevv4.0

Healthcare & HIPAA Compliance Scorecard

Comprehensive HIPAA privacy and clinical intake evaluation template with verification auto-fails, empathetic communication, and clinical scope guardrails.

Sections4
Criteria9 Qs
Auto-fails3
Includes flexible, non-penalizing N/A conditions
Included Sections:
AUTHENTICATION & HIPAA COMPLIANCE35%
CLINICAL BOUNDARIES & ACCURACY25%
PATIENT EMPATHY & COMMUNICATION25%
CARE COORDINATION & WRAP-UP15%
Tech Supportvv4.0

Technical Support & Troubleshooting Scorecard

Tier 1 & Tier 2 technical assistance quality rubric covering environment scoping, systematic diagnostic order, knowledge base utilization, customer guidance, and warranty/escalation protocols.

Sections4
Criteria10 Qs
Auto-fails1
Includes flexible, non-penalizing N/A conditions
Included Sections:
DIAGNOSTIC SCOPING & ENVIRONMENT20%
SYSTEMATIC TROUBLESHOOTING & KNOWLEDGE BASE30%
CUSTOMER GUIDANCE & ACTIVE COMMUNICATION25%
VERIFICATION & ESCALATION PROTOCOL25%
Insurancevv4.0

Insurance / FNOL Compliance Scorecard

First Notice of Loss and claims intake standard with mandatory recorded line disclosures, policy coverage validation, accident/loss fact-finding, and adjuster expectation setting.

Sections4
Criteria10 Qs
Auto-fails2
Includes flexible, non-penalizing N/A conditions
Included Sections:
RECORDED LINE & REGULATORY COMPLIANCE35%
INCIDENT FACT-FINDING & LOSS ACCURACY30%
CLAIMANT EMPATHY & COMMUNICATION20%
ADJUSTER ASSIGNMENT & TIMELINE EXPECTATIONS15%