MEDDPICC Weekly Deal Hygiene Ritual

What this workflow produces: A weekly deal hygiene review for every open opportunity — updated MEDDPICC gaps flagged, stale deals identified, and next steps confirmed.

1. Step 1 — Export current pipeline

   Pull open opportunities from CRM with stage, last activity date, and current notes.

2. Step 2 — Run MEDDPICC gap analysis per deal

   For each deal, run the MEDDPICC Deal Analysis prompt with current notes. Flag missing elements and risks.

3. Step 3 — Identify stale or at-risk deals

   Flag deals with no activity in 14+ days or missing critical MEDDPICC elements.

4. Step 4 — Update CRM and plan interventions

   Update CRM with gap analysis. Plan specific interventions for each flagged deal.