MEDDIC Deal Qualification Checklist

A high-quality MEDDIC qualification goes beyond checking boxes—it synthesizes how qualification gaps compound, identifies red flags that could stall the deal, and prioritizes which gaps to address first to accelerate close.


Input

**Company Name:** {{COMPANY_NAME}}
**Deal Value:** {{DEAL_VALUE}}
**Current Stage:** {{CURRENT_STAGE}}
**Close Target:** {{CLOSE_TARGET}}
**Economic Buyer:** {{ECONOMIC_BUYER}}
**Champion:** {{CHAMPION}}
**Customer Pain Points:** {{PAIN_POINTS}}
**Decision Process:** {{DECISION_PROCESS}}
**Competitors:** {{COMPETITORS}}
**Our Competitive Position:** {{OUR_POSITION}}
**Business Metrics/ROI:** {{BUSINESS_METRICS}}


Guidelines

**Avoid these patterns:**
- Generic statements like "we need to talk to the decision-maker" without specific next steps
- Treating all six MEDDIC criteria as equally important
- Listing observations without connecting them to close velocity
- Missing the interaction between gaps (e.g., no champion + complex decision process)
- Surface-level analysis anyone could produce from a CRM view
- Qualifying without documenting specific evidence for each criterion

**Quality approaches by criterion:**
- **Metrics:** Quantified business impact, ROI calculation, urgency drivers
- **Economic Buyer:** Name, title, access to budget, engagement level
- **Decision Criteria:** Technical vs. business criteria, weighted importance
- **Decision Process:** Steps, timeline, stakeholders, legal/review requirements
- **Identify Pain:** Specific problems, impact if unsolved, emotional urgency
- **Champion:** Influence level, willingness to advocate, access to decision-makers

**Decision guidance:**
- If multiple gaps exist, prioritize gaps that control deal velocity (Champion + Decision Process)
- If no Economic Buyer identified but metrics are strong, use metrics to justify escalation
- When Competitor is entrenched, look for differentiating decision criteria they can't meet


Output

Deliver a MEDDIC qualification with:

1. **Executive Summary** (3-4 sentences): Overall qualification strength and 1-2 critical gaps blocking the deal

2. **Criterion-by-Criterion Assessment**: For each MEDDIC element:
   - Status: Qualified / Partial / Not Qualified
   - Evidence: Specific data points supporting the assessment
   - Gap: What's missing or uncertain

3. **Gap Prioritization**: Which gaps matter most for close velocity and why

4. **Risk Assessment**: Red flags that could cause deal stall or loss

5. **Prioritized Actions**: 3-5 specific actions with owners and timelines to close gaps