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

MEDDPICC Analysis Deal History Calls Emails Done Well Improvement Actions

Audit an entire deal's history against MEDDPICC, identify what's been done well, and extract specific improvement actions.

About this prompt

This prompt takes the full context of a deal — calls, emails, CRM notes — and produces a MEDDPICC audit that highlights execution strengths, surfaces gaps, and recommends specific next actions. It's designed for AEs and managers reviewing complex deals at any stage where deal health needs a honest assessment. Use it for deal reviews, manager coaching sessions, or before recommitting a deal to forecast.

The prompt

Using the available emails, CRM data, and call transcripts from this deal, perform a structured MEDDPICC analysis. For each element below, summarize: - What was done well - Areas for improvement - Spe
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Variables to replace

PASTE DEAL CONTEXT BELOW

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

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