Library/Deal Strategy & Stakeholder Management/Deal Inspection & Quality Review/Run a MEDDPICC Deal Health Audit
TestedDeal Strategy & Stakeholder ManagementSame-Day Use (under 30 min)

Run a MEDDPICC Deal Health Audit

Score each MEDDPICC element against your deal notes and surface the top three gaps blocking close.

About this prompt

This prompt runs a structured MEDDPICC audit against everything you know about a deal — CRM notes, email summaries, and call notes — and scores each element as confirmed, assumed, or missing. It's built for AEs and sales managers who want an honest assessment before a deal review or forecast call. Use it when a deal is in active pipeline and you need to know exactly what's holding it back.When a deal is approaching forecast or heading into a deal review, gut-feel isn't enough — you need to know specifically which MEDDPICC elements are confirmed with evidence and which are assumptions you haven't tested. This prompt takes everything you've captured about a deal and returns a scored table for all eight MEDDPICC elements, a deal health rating (Strong / At Risk / Critical), the top three gaps in priority order, a specific discovery question for each gap, and one recommended next action for the week. To get accurate output, paste your full CRM notes, email thread summaries, and call notes into [PASTE ALL CRM NOTES, EMAIL SUMMARIES, AND CALL NOTES HERE], and fill in [COMPANY NAME — DEAL NAME], [AMOUNT], and [DATE] so the AI can frame risk relative to your close date. This prompt is designed for deals in active evaluation or late-stage pipeline — it presupposes you've had multiple conversations and have real data to audit; don't use it on deals where you've only had one discovery call. For best results, include verbatim quotes from the prospect wherever you have them — the AI will flag confirmed vs. assumed evidence more accurately when it can see your actual notes rather than your interpretation of them.

The prompt

Analyze this deal against the MEDDPICC framework. Be brutally honest. DEAL: [COMPANY NAME — DEAL NAME] DEAL VALUE: [AMOUNT] CLOSE DATE: [DATE] Everything I know about this deal: [PASTE ALL CRM NOTES
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Variables to replace

COMPANY NAME — DEAL NAME|AMOUNT|DATE|PASTE ALL CRM NOTES, EMAIL SUMMARIES, AND CALL NOTES HERE|STRONG/AT RISK/CRITICAL|MOST DANGEROUS GAP|EXACT QUESTION|ONE SPECIFIC ACTION THIS WEEK|HIGH/MEDIUM/LOW|ONE SENTENCE REASONING

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 valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryDeal Strategy & Stakeholder Management
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