Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/MEDDPICC Analysis Calls Emails CRM Transactions Done Well Improvement Actions
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

MEDDPICC Analysis Calls Emails CRM Transactions Done Well Improvement Actions

Generate a MEDDPICC gap analysis from your deal notes, emails, or transcripts, with what's strong, what's missing, and next actions.

About this prompt

This prompt is for AEs and sales managers who need an honest, structured MEDDPICC assessment of a deal without manually scoring each element. It takes raw deal information — call notes, emails, CRM entries, or transcript text — and produces a breakdown of what's confirmed, what's weak, and what actions to take next. Use it before a deal review, a forecast call, or any point where you need to know exactly where a deal stands.

The prompt

Using the available emails, CRM data, and call transcripts from this deal, perform a structured MEDDPICC analysis. For each element below, summarise: - What was done well (strengths or key actions tak
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Variables to replace

PASTE DEAL NOTES, EMAILS, OR TRANSCRIPT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDiscovery
SeatAE, Sales Manager
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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