No — the transcript-scanning step works on any Fathom plan. Pushing entries into Notion automatically (rather than copying them over by hand) requires a plan with Zapier or API access.

Each Scorecard attaches to a Meeting Type, like Discovery Call or Onboarding. You write the questions and scoring standards, such as "Was budget discussed?" scored Yes, Partial, or No, preview the Scorecard against recent matching calls, then publish it. From there, Fathom scores every new call of that type automatically. Scorecards evaluate your internal team, not prospects or customers.

Yes. Scorecards are fully custom, so you can turn MEDDICC, SPICED, or your own framework into scored questions. Fathom doesn't ship pre-built methodology templates, which means every Scorecard reflects how your team actually sells, not a generic standard.

Behavioral Metrics measure how a conversation went, with no setup: talk time, talk balance, questions asked, question rate over time, monologues, and pauses. Scorecards grade whether a call met your standard, and Behavioral Metrics show the habits behind it. Both live together in the Coaching View, per rep or across a team.