# AI SDR pilot scorecard

Agree the design before the first action. This blank worksheet records a proposed evaluation and its evidence.

## Design

- Segment and account population
- Allocation to pilot and comparison groups
- Start, review and outcome-cutoff dates
- Review mode and authorised actions
- Budget, owner and checker
- Acceptance and stop rules

## Evidence rows

| Account or operation | Measure | Numerator decision | Denominator eligibility | Evidence | Reviewer | Pending question |
| --- | --- | --- | --- | --- | --- | --- |
| | | | | | | |

## Measures

Record research claim precision, draft acceptance, substantive replies, meeting attendance, meeting quality and full cost. Keep the denominator and unresolved count beside every measure. Count people, messages, companies and meetings using their stated units.

## Review decision

- Continue, repair or stop
- Finding and supporting rows
- Specific repair and owner
- Whether the original design changed
- Next review date

Definitions and example — https://machgtm.com/blog/ai-sdr-pilot-scorecard

Prepared with AI assistance on 11 November 2026.