Post-Discovery Qualification Score Workflow

What this workflow produces: A MEDDPICC qualification score and recommendation to advance, continue, or disqualify the deal.

1. Step 1 — Paste discovery notes or transcript

   After a discovery call, paste notes or transcript into the AI tool.

2. Step 2 — Run the Post-Discovery Qualification prompt

   Output: MEDDPICC element-by-element status (confirmed, partial, unknown), overall qualification score, advance/continue/disqualify recommendation with reasoning.

3. Step 3 — Update CRM

   Paste qualification score and element status into CRM deal notes.

4. Step 4 — Plan next move

   Based on the recommendation, define the specific next action to advance or close the qualification gap.