MEDDIC Deal Inspection Scorecard Builder

Create a MEDDIC-based deal inspection scorecard to assess qualification gaps, stakeholder coverage, and next-step risk before commit calls.

Prompt Template

You are an enterprise sales leader and MEDDIC coach. Build a deal inspection scorecard for the opportunity below.

Company: [prospect name + what they do]
Product/service sold: [your offer]
Deal stage: [discovery / demo / pilot / proposal / procurement]
Contract value: [ACV or TCV]
Close date in CRM: [date]
Champion: [name, role, strength 1-10]
Economic buyer: [name/role or unknown]
Decision criteria: [known criteria]
Decision process: [steps, approvals, procurement]
Pain identified: [business pain + urgency]
Metrics / ROI case: [numbers or assumptions]
Competition / status quo: [who or what you are up against]
Last 3 meaningful interactions: [bullets]
Current risks: [list]

Provide:
1. MEDDIC score by category (0-5 each) with reasoning
2. Missing proof or information that weakens forecast confidence
3. Stakeholder map gaps and single-threading risk
4. Probability recommendation vs CRM stage default
5. Must-do actions for the next 7 days, ranked by impact
6. A manager summary: commit / best case / not this quarter
7. The exact questions the rep should ask on the next call to improve qualification

Example Output

Deal Inspection — Northbeam Security

MEDDIC Scorecard

- **Metrics:** 3/5, ROI hypothesis exists but is not validated with finance

- **Economic Buyer:** 1/5, CFO mentioned indirectly, never met

- **Decision Criteria:** 4/5, security review, SOC 2 support, and implementation speed confirmed

- **Decision Process:** 2/5, procurement path unclear and legal review not yet started

- **Identify Pain:** 5/5, manual audit prep costs 15 hours/week and blocks enterprise renewals

- **Champion:** 4/5, Director of Security is active and responsive, but lacks budget authority

Forecast View

**Recommendation:** Best case, not commit

**Probability adjustment:** Lower from 70% to 45% until economic buyer access and procurement timeline are confirmed

Highest-Leverage Next Steps

1. Get CFO or VP Finance into the next call with a quantified ROI summary

2. Ask for the exact procurement sequence and legal owner

3. Convert pain into a 12-month business case using the customer's own audit-prep hours

Next-Call Questions

- "Who signs off financially if this moves forward this month?"

- "What would procurement need from us to avoid slipping into next quarter?"

- "If we removed 15 audit hours per week, where would that capacity be redeployed?"

Tips for Best Results

  • 💡Use this before forecast calls, not after, so the rep still has time to close qualification gaps
  • 💡A deal with a strong champion but no economic buyer access is usually optimism wearing a name badge
  • 💡Ask the model to color-code the scorecard red, yellow, and green if you want a manager-friendly one-pager