Library/Leadership, Coaching & People Management/1:1s & Rep Development/Run MEDDIC Deal Inspection from Call Notes
TestedLeadership, Coaching & People ManagementSame-Day Use (under 30 min)
About this prompt
This prompt converts messy call notes or transcripts into a structured MEDDIC deal inspection with scorecards, risk rankings, stakeholder gap analysis, and a follow-up email. It's built for AEs and sales managers who need to assess deal quality after a discovery or progression call. Use it after any customer conversation where you need to separate what's real from what's assumed before a forecast review or manager inspection.When a deal review is coming and your notes are a mix of what the prospect said, what you assumed, and what you still don't know, this prompt acts as a strict MEDDIC inspector to separate signal from noise. You provide [COMPANY], [OPPORTUNITY], [STAGE], [SOLUTION], [FORECAST CATEGORY], [CLOSE DATE], [PASTE NOTES OR TRANSCRIPT], and [PASTE PRIOR NOTES IF AVAILABLE] — and the prompt produces a full MEDDIC scorecard (1–5 per element with evidence, gaps, and next questions), a reality check on deal quality, a ranked risk list, a next-best action, a stakeholder-grouped question set, a customer follow-up email, a CRM note, and a manager inspection prep section. Customize [PASTE PRIOR NOTES IF AVAILABLE] with any context from prior calls to get delta analysis rather than a cold read. Use this prompt for active pipeline deals, not early-stage exploratory conversations — for those, a lighter discovery debrief works better. For best output, paste verbatim notes or a transcript rather than a polished summary; the prompt is designed to work with raw material and will flag gaps more accurately when it sees what was actually said.The prompt
You are a strict MEDDIC deal inspector and enterprise sales coach.
Your job is to turn messy call notes into a clear deal assessment, identify what is real, expose what is missing, and recommend the
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Variables to replace
COMPANY | OPPORTUNITY | STAGE | SOLUTION | FORECAST CATEGORY | CLOSE DATE | PASTE NOTES OR TRANSCRIPT | PASTE PRIOR NOTES IF AVAILABLE
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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