Interview scorecard template

Cold Outbound Specialist interview scorecard

Pre-screening scorecard for Cold Outbound Specialist candidates.

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sales business developmentcold emaildeliverabilitysdr outreachsequence building
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Track record

35% weight

Check their booked-meeting numbers against quota: meetings per month, reply and positive-reply rates, show rate, and pipeline value sourced. Ask which sequences produced them.

Evidence to listen for

  • Gives numbers: quota, attainment, deal size, client roster
  • Explains the market and buyer they sold to, not just the product
  • Distinguishes what they closed from what the team closed
  • Can describe a deal they lost and why

Five-point scoring guide

1
Poor

No numbers; cannot describe what they actually sold or to whom.

2
Needs Improvement

Vague attainment; credit for team results is unclear.

3
Satisfactory

Real record with some numbers; attribution occasionally fuzzy.

4
Very Good

Clear numbers and ownership, including honest losses.

5
Excellent

Quotes concrete monthly meeting counts, reply rates and sourced pipeline, and names the specific sequences or lists that drove each.

02
Evaluation factor

Method and qualification

25% weight

Probe how they build lists and sequences: ICP definition, Clay or Apollo enrichment, trigger events, step counts across email, calls and LinkedIn, plus qualification frameworks used.

Evidence to listen for

  • Has a repeatable approach to qualifying and progressing deals
  • Can walk a real deal from first contact to close
  • Handles objections with questions rather than scripts
  • Knows when to disqualify

Five-point scoring guide

1
Poor

No method; pitches at everyone and hopes.

2
Needs Improvement

Weak qualification; deals stall with no diagnosis.

3
Satisfactory

Workable method; inconsistent on complex or long cycles.

4
Very Good

Clear repeatable method; disqualifies early and deliberately.

5
Excellent

Describes a repeatable list-to-cadence process with named triggers, enrichment sources and disqualification criteria applied before booking anything.

03
Evaluation factor

Relationships and trust

25% weight

Assess how they handle live cold conversations: opening lines, gatekeepers, objection patterns like "send me something", and handoff quality to account executives.

Evidence to listen for

  • Has clients or talent who came back or referred them
  • Manages a difficult conversation without damaging the relationship
  • Represents the client's interest, not only the commission
  • Builds rapport across seniority levels

Five-point scoring guide

1
Poor

Transactional; burns relationships for a close.

2
Needs Improvement

Builds rapport but does not sustain relationships.

3
Satisfactory

Solid relationships; less tested in conflict.

4
Very Good

Repeat business and referrals; handles conflict without damage.

5
Excellent

Shows a personal cold-call opener, handles brush-offs without scripts collapsing, and hands off notes AEs actually use.

04
Evaluation factor

Drive and resilience

15% weight

Look for dial volume and consistency, deliverability recovery after domain or spam issues (SPF, DKIM, DMARC, inbox rotation), and response to a month that missed target.

Evidence to listen for

  • Handles rejection and a bad quarter without unravelling
  • Self-directed on pipeline rather than waiting for leads
  • Coachable on feedback
  • Honest in how they represent the product and themselves

Five-point scoring guide

1
Poor

Gives up easily; blames leads, product, or market.

2
Needs Improvement

Motivation depends on momentum; resistant to coaching.

3
Satisfactory

Steady; recovers from setbacks with support.

4
Very Good

Self-motivated, coachable, and steady through bad stretches.

5
Excellent

Sustains high daily activity, fixed a burned domain or dying sequence themselves, and describes rebuilding after a missed month.

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