AI Scorecards (Coaching)

Fathom now includes AI Scorecards that help leaders support their teams more effectively. These features make it easier to give consistent feedback, track performance, and scale coaching across the team.

This feature is available only for users of the Team Edition Business Plan, previously known as the Pro plan.

Fathom Team Admins now have access to the new Coaching tab. This tab serves as the central place to manage AI Scorecards and review aggregated coaching metrics.

Each AI Scorecard is linked to a specific Meeting Type (read more here). Once assigned, any Fathom internal-hosted calls (you won't see scores on your own calls yet) with that Meeting Type will automatically be evaluated during post-call processing.

This is also designed to score internal employees (e.g., sales reps, interviewers) against a defined process, and is not intended to score external attendees (e.g., interviewees, prospects).

Pre-built Scorecard methodologies (e.g., MEDDICC, SPICED) are not currently included in the product.

1. Go to Coaching → Create New Scorecard

2. Select a Meeting Type

   • Each Scorecard can only be applied to one Meeting Type.

3. Define your criteria by filling out:

   • Topic (ex: Budget)

   • Question (ex: Was the budget discussed?)

   • Grading Criteria (ex: Yes = budget discussed in detail; Partial = budget discussed at a high level; No = budget not discussed).

4. Add all questions you want to include in the Scorecard.

5. Preview (optional): If you already have calls that match the selected Meeting Type, click Preview to see how past calls score and adjust your criteria.

6. Publish once your Scorecard is ready.

• After publishing, you can click into a Scorecard to see relevant calls.

• When viewing a specific call recording, admins will see a Scorecard tab showing exactly how the call was scored.

  • Scoring for previous calls will also be available soon!

Once a Scorecard is published, it cannot be edited. If you need to make changes, you’ll need to delete the existing Scorecard and create a new one.

To delete a Scorecard:

• Click the three dots on the Scorecard card in Coaching, then select Delete, or

• Open the Scorecard and select Delete from there.