Meddic Checklist

Use to inspect qualification coverage across Metrics, Economic buyer, Decision criteria, Decision process, Implications, Champion.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

MEDDIC Checklist Skill

When to Use

  • Preparing for discovery or validation calls to ensure all MEDDIC elements are captured.
  • Reviewing calls for deal inspection or forecast commits.
  • Coaching reps on multi-threading and qualification rigor.

Framework

  1. Metrics – quantify current/target KPIs and business outcomes.
  2. Economic Buyer – identify budget owner, influence level, and access plan.
  3. Decision Criteria – capture technical, commercial, security requirements.
  4. Decision Process – map steps, stakeholders, procurement/legal milestones.
  5. Implications – articulate business pain, urgency, and impact of inaction.
  6. Champion – assess strength, influence, and next actions to reinforce support.

Templates

  • Call note table with MEDDIC columns + status (captured/missing/risk).
  • Deal inspection dashboard snippet showing coverage per opportunity.
  • Coaching worksheet for reps/managers.

Tips

  • Update after every major call; keep color coding consistent (green/yellow/red).
  • Tie each MEDDIC gap to a specific next step.
  • Pair with call-analysis-framework outputs to ensure evidence is captured.

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