Interview scorecard template

Digital Solutions Consultant interview scorecard

Pre-screening scorecard for Digital Solutions Consultant candidates.

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sales business developmentdemo deliverypre salessaas discoverysolution consulting
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 deal sizes influenced, win rates on supported opportunities, and named platforms sold (Salesforce, ServiceNow, SAP, Azure); ask for quota attainment and a specific implementation they scoped.

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

Cites concrete numbers: ARR influenced, win rate on demos led, named accounts, and the technical scope they personally shaped.

02
Evaluation factor

Method and qualification

25% weight

Probe their discovery process: how they run requirements workshops, build proof-of-concept plans, map integrations, and qualify with MEDDICC or similar before committing engineering time.

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 discovery-to-POC method with clear exit criteria, and names deals they disqualified early for good technical reasons.

03
Evaluation factor

Relationships and trust

25% weight

Assess how they hold credibility with client IT and procurement: handling security reviews, RFP responses, and pushback when a requested feature does not exist.

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

Gives examples of telling a client no on a capability gap, then keeping the deal alive through a workaround or roadmap conversation.

04
Evaluation factor

Drive and resilience

15% weight

Look for stamina across long enterprise cycles: reworked RFPs, stalled pilots revived, and how they respond when a POC fails on the client's own data.

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

Recounts a multi-quarter pursuit they kept moving after a failed pilot or lost champion, with the specific action that reset it.

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