Deal Evidence Map
Use when a complex opportunity needs a MEDDPICC-style evidence audit from calls, emails, and CRM context. It maps what the buyer has actually confirmed, exposes contradictions, and produces the next best evidence-gathering move. Not for scoring a deal from rep opinion alone.
Sample result
Run live demo
Build a deal evidence map| MEDDPICC Category | Buyer-Confirmed Evidence | Confidence | CRM Status | |
|---|---|---|---|---|
| 1 | Economic Buyer | Zara Okafor (VP Supply Chain) confirmed ROI; CFO Marcus Vance uncontacted | Unverified | Contradicted (CRM lists CFO as engaged) |
| 2 | Decision Criteria | Must comply with REACH hazard safety and automated batch formulation tracking | Verified | Supported (Criteria documented) |
| 3 | Decision Process | Zara confirmed 3-step technical audit; legal review process omitted | Partial | Too Vague (Legal timeline missing) |
| 4 | Metrics | Zara cited 14% waste reduction target ($210k annual savings across 4 plants) | Verified | Supported ($210k target logged) |
| 5 | Paper Process | Legal intake SLA stated as 3 weeks; master terms not yet submitted | Unverified | Not Addressed (No paper process logged) |
| 6 | Champion | Zara Okafor actively driving internal review and scheduling team reviews | Verified | Supported (Zara marked as Champion) |
Example run
“Run a MEDDPICC evidence audit for the $185k Ember Labs deal. Check our recent emails, transcripts, and CRM records to see what Zara Okafor has actually confirmed versus what we're assuming.”
Loaded $185k opportunity (Stage 4 - Decision Stage). Listed CFO Marcus Vance as engaged EB; Zara Okafor logged as Champion.
Analyzed transcript with Zara Okafor (VP Supply Chain). Confirmed REACH safety criteria and $210k savings target. Confirmed CFO Marcus Vance has not been met.
MEDDPICC Evidence Audit — Ember Labs $185k Deal
More in Pipeline Management
- Sample resultStalled deal recovery plan
Diagnostic Area Status / Blocker Evidence (Inbox & CRM) Buyer Engagement Blocked: Timing Slipped Emeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring. Stakeholder Coverage Gap: Economic Buyer CFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts. Technical / Terms Unresolved Objection Risk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided. Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.
- Sample resultBuild outbound campaign status report
Funnel Stage Current Rate (Wk 6) Benchmark Target 1. Dials → Connects 4.8% (48/1,000 dials) 4.0% – 8.0% 2. Connects → Conversations 31.2% (15/48 connects) 25.0% – 40.0% 3. Conversations → Meetings 6.7% (1/15 conversations) 10.0% – 20.0% 4. Meetings Booked → Held 100.0% (1/1 booked) 60.0% – 75.0% 5. Meetings Held → Opportunities 0.0% (0/1 held) 30.0% – 50.0% Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.
- Sample resultDaily quota pacing and execution plan
Account / Target Quota Impact Stage & Risk Q3 Quota Pacing $240,000 Gap Behind Pace (2.1x Cover) Larkspur Outfitters $85,000 ARR Decision Stage (At Risk) Apex Freight Systems $62,000 ARR Evaluation (Priority) Cascade Logistics $45,000 ARR Proposal (At Risk) Vanguard Express $110,000 ARR Whitespace Prospect Use this when you say: plan my day, run my territory, am I on pace, what do I need to close, prep me for this call, help me follow up, update CRM, rescue this deal, find whitespace, build a bigger deal, or close out my day. It shows where you stand against quota, what needs attention, and the next actions that move you toward bigger deals and quota attainment.
