Outreach Rep Scorecard Template
A free, copyable outreach rep scorecard covering activity, quality, and outcomes in one row per rep per week — with coaching notes built in. Copy the table below into a spreadsheet or your CRM and start scoring this Friday.
Most teams score reps on activity alone: touches sent, bids submitted, calls made. That tells you who is busy, not who is good. This scorecard balances three layers — activity (are they doing the work?), quality (is the work any good?), and outcomes (does it turn into interviews, wins, and revenue?) — plus a coaching field so the numbers actually change from week to week.
This page is the downloadable asset. If you want the full measurement and coaching system — target-setting, pattern interpretation, and playbooks for the four common rep scenarios — that lives in Rep Scorecards inside Corcava's outreach tracking. Copy the table below straight into Google Sheets or Excel, or grab the PDF version. No email required. Free to use and share. One row per rep per week. Select the whole table, copy, and paste into a spreadsheet — the columns carry over. The first row is a filled-in example for a sample rep so you can calibrate; the blank rows are yours. Cost per Win in the example: Maya's loaded weekly cost is roughly $410 per win this week (weekly pay + platform fees ÷ wins). If she wins zero, log the cost anyway and leave the cell as a running figure — hiding zero-win weeks is how scorecards die. Agree on these definitions before the first scoring session. Every scorecard argument ever had is really a definition argument. Targets are starting points for freelance and agency outbound — calibrate against your own 90-day baseline, not someone else's benchmark. How to set targets properly is covered in the scorecards system guide. Reps log activity as it happens (or it gets logged automatically if your outreach lives in a CRM). No end-of-week reconstruction from memory — that data is fiction. Manager fills one row per rep: activity and outcome numbers first, then spot-checks 3–5 proposals for the QA pass rate. Budget 10 minutes per rep. 15-minute 1:1 per rep. Read the row together, agree on one coaching note and one "next week focus." One — not five. A focus column with five items is a wish list. Roll four rows up and look at trends, not snapshots. This is also when the scorecard feeds your weekly review ritual at the team level. The last two columns are the whole point — the numbers just tell you where to look. A useful coaching note names a specific, observable pattern; a useless one restates the metric. Weak Strong The spreadsheet works, but the Friday fill-in session disappears when the data collects itself. In Corcava's outreach tracking: Build this scorecard in Corcava and let the activity and outcome columns fill themselves No credit card required Target-setting, pattern interpretation, and coaching playbooks inside Corcava. Turn scorecard data into one team-level decision every week. Track the sequences that generate the touches this scorecard measures. The math behind the cost-per-win column, worked through per channel.What You'll Get
Get the Scorecard
The Scorecard
Rep / Week Activity Quality Outcomes Coaching Rep Week of Touches Bids / Proposals Follow-ups Sent Response Rate Proposal QA Pass Interviews Booked Wins Revenue Won Cost per Win Coaching Note Next Week Focus Maya K. (example) Feb 2–6 85 24 31 16% 21/24 (88%) 4 1 $3,200 $410 Strong replies; 3 QA fails were rushed Friday bids No bids after 3pm Friday; push interviews 4 → 6 Metric Definitions and Starter Targets
Metric Layer How to Count It Starter Target Touches Activity Every outbound contact: email, connection request, DM, call attempt 60–100/week Bids / Proposals Activity Full proposals or platform bids submitted (not templated blasts) 15–30/week Follow-ups Sent Activity Follow-up messages sent on or before their due date ≥90% of due follow-ups Response Rate Quality Replies (any reply) ÷ touches, same week 10–20% Proposal QA Pass Rate Quality Spot-check 3–5 proposals against a checklist: personalized, addresses the brief, clear next step. Passed ÷ checked ≥80% Interviews Booked Outcome Calls or interviews scheduled from this rep's outreach 3–6/week Wins Outcome Deals closed-won attributed to the rep's outreach Set from your baseline Revenue Won Outcome Contract value of those wins Set from your baseline Cost per Win Outcome (Rep's weekly pay + platform fees) ÷ wins that week Trend down over 4 weeks The Weekly Cadence
Writing Coaching Notes That Change Behavior
How to Run This in Corcava
Use the Template
Related Resources
Rep Scorecards System
Weekly Review Ritual
Outreach Sequence Tracker
Outreach ROI & Cost per Lead