MEDDICC Deal Intelligence
Analyze sales opportunities, call transcripts, and pipeline qualification using MEDDICC. Use when asked for a deal review, deal health or qualification check, MEDDICC scorecard, call coaching, pre-call qualification prep, champion-gap review, or pipeline risk scan. Supports connected CRM and conversation-intelligence data, uploaded exports, and pasted transcripts.
Sample result
Run live demo
MEDDICC deal scorecard| Component | Score | Status | Evidence & Key Gap | |
|---|---|---|---|---|
| 1 | Metrics | 2/3 | Amber | Targeting 18% reduction in trailer dock dwell times; dollar impact ($1.2M/yr) confirmed by ops but not verified by |
| 2 | Economic Buyer | 1/3 | Red | Camille Aliyev leads evaluating team; CFO Marcus Vance holds sign-off authority above $200k but has not joined calls. |
| 3 | Decision Criteria | 3/3 | Green | Technical requirements finalized: REST API integration with legacy WMS and sub-second scanner latency. |
| 4 | Identified Pain | 3/3 | Green | Peak season dock bottlenecks cause 30-minute delays per freight haul, resulting in driver detention penalties. |
| 5 | Champion | 2/3 | Amber | Camille Aliyev actively testing sandbox, but has not agreed to facilitate introduction to CFO Marcus Vance. |
| 6 | Competition | 1/3 | Red | Incumbent vendor SystemsCorp actively defending contract with discounted renewal offer; counter-strategy undefined. |
Example run
“Run a MEDDICC deal review on the $280k Dovetail Freight facility upgrade opportunity and check if we are ready to move to contract review.”
Opportunity: Dovetail Freight — Dock Automation Upgrade ($280k ARR). Stage: Proposal. Contacts: Camille Aliyev (VP Logistics Technology).
Analyzed 3 recent recordings with Camille Aliyev. Found discussions on dock dwell times, WMS integration criteria, sandbox testing, CFO approval threshold ($200k), and incumbent vendor SystemsCorp.
Dovetail Freight — MEDDICC Scorecard (12/21 | At Risk: Unconfirmed Economic Buyer)
More in Deal Acceleration
- Sample resultDiagnose why a deal stalled
Diagnostic Criterion Score (1-5) Evidence & Unanswered Gaps 1. Solution Mapped to Environment 2 Rep presented standard sensor specs; no validation of Indigo's reefer trailer relay protocols. 2. Early Technical Constraints Defined 1 Devi Ibrahim raised BLE gateway range concerns; technical response was delayed by six weeks. 3. Operational Success Criteria Set 2 Success defined vaguely as 'fewer excursions' without agreed baseline counts or cost metrics. 4. Buyer Articulate on Solution 1 In transcript, IT Director Samuel Thorne expressed confusion on how gateway hardware integrates with legacy telematics. 5. Key Stakeholder Alignment 2 Devi Ibrahim engaged, but QA Director Elena Rostova and IT Director Samuel Thorne were missing from decision calls. 6. Clear Implementation Roadmap 1 Proposal included commercial terms without a co-owned 60-day deployment schedule or QA sign-off milestone. Use when a seller asks why one deal stalled, slipped, ended in no decision, or was lost; wants a closed-won or closed-lost review; or needs to diagnose buyer confidence, discovery gaps, and the next recovery move. Produce an evidence-backed, read-only review of one B2B deal. Not for generic forecast reviews or pipeline cleanup.
- Sample resultBuild an industry proof matrix
Customer Vertical Segment Quantified Outcome Apex Pet Health Emergency & Specialty 35% faster lab sync, $140k saved/yr Suburban Vet Partners Multi-Clinic Group 60% reduction in billing errors Coastal Equine Care Equine & Livestock 45 min saved per vet daily on mobile EHR Top 5 Specialty Vet Network Specialty Oncology 22 min drop in patient intake latency Build an industry-wise case study repository and proof matrix from case studies, decks, won-customer lists, CRM exports, or a website, then pull cleared, vertical-matched proof for outreach. Extract industry, customer clearance, quantified outcomes, quotes, and displaced incumbents; anonymize private customers and mark missing evidence as "to confirm". Trigger when the user wants to create a case study repository, organize proof by industry, build a customer-reference or logo matrix, find industry-matched case studies, or use the right customer story in outreach. For writing the email around the proof, use the Cold Email Writing skill.
- Sample resultGTM expansion plan
Stakeholder Title Core Pain Point Zara Petrov VP of Fulfillment Ops 35% error rate in peak season pick-and-pack Marcus Vance Director of Supply Chain Tech Legacy WMS integration bottlenecks Elena Rostova Chief Operating Officer Regional distribution center scaling targets David Chen Warehouse Automation Manager High turnover among manual forklift operators Use when a user needs to plan, execute, analyze, or improve a go-to-market motion across sales, marketing, growth, customer success, revenue operations, or a cross-functional program. Route natural-language requests to the narrowest GTM playbook, apply the source’s pipeline, diamond, or iterative orchestration pattern when warranted, and land the requested artifact. Do not use for a trivial rewrite or standalone fact lookup.
