✦ Ivy Sagrado Coaching

Discovery Call Scorecard

Post-call evaluation · Stop deciding on gut feeling

"Commit your work to the Lord, and your plans will be established." — Prov. 16:3

Call details

Signal scoring — rate 1 to 5

Signal

Rating scale key

1Not present
2Slightly there
3Moderate
4Strong
5Very strong
Pain Level
1 No clear problem; just exploring out of curiosity
2 Mild frustration, not causing real impact yet
3 Noticeable pain; has tried to fix it before
4 Significant pain affecting income or wellbeing
5 Urgent, costly problem they must solve right now
Budget Readiness
1 No budget; expects free or very low-cost help
2 Tight budget; hesitant about any investment
3 Has some budget; needs to see strong value first
4 Ready to invest; asking about terms or payment plans
5 Budget is not the obstacle; ready to move forward
Coachability
1 Defensive; argues or dismisses your perspective
2 Somewhat open but resistant to change
3 Willing to learn; some hesitation around action
4 Open, humble, eager to implement
5 Highly coachable; takes notes, asks great questions
Urgency
1 No timeline; "someday maybe" energy
2 Vague timeline; not truly motivated to act now
3 Wants to start in the next month or two
4 Wants to move within the next 1 to 2 weeks
5 Needs to start now; delay is actively costing them
Goal Clarity
1 No clear goal; unsure what they want
2 Vague direction; can't define what success looks like
3 General goal in mind but not specific
4 Clear goal with a measurable outcome in mind
5 Crystal clear: specific goal, timeline, and success metric
Alignment with Offer
1 Wrong fit; needs something entirely different
2 Partial fit; some gaps in what you can deliver
3 Decent fit; your offer addresses their core need
4 Strong fit; your methodology matches their situation
5 Perfect fit; this is exactly who you built your offer for
Pain Level
How acute and urgent is their pain?
Budget Readiness
Are they financially prepared to invest?
Coachability
Are they open, humble, and ready to act?
Urgency
Do they need to solve this now?
Goal Clarity
Do they know exactly what they want?
Alignment with Offer
Are they the right fit for your program?

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