MEDDIC checklist template + AI practice

The six-dimension MEDDIC qualification checklist for B2B deals — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion. Free template and AI practice.

Free to start. No credit card.

What you get

  • All six MEDDIC dimensions in one scorecard — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion.
  • 0–3 scoring on every dimension; total scorecard out of 18 with a clear forecast-health signal.
  • Evidence prompts for each letter so reps stop advancing deals on assumptions.
  • Stage-gating guidance for when a deal should stay in discovery instead of moving to proposal.
  • Practice prompts that turn the checklist into live qualification behaviour.
  • A clean template you can adapt to Salesforce, HubSpot, or any opportunity review.

MEDDIC — direct answers

The questions reps and managers ask before standardising a MEDDIC checklist across live opportunities.

Why most MEDDIC scorecards fail

The checklist fails when it becomes a post-call admin task. Reps fill in Metrics after the demo, guess the Economic Buyer from title, and write "legal review" as the entire Decision Process. That creates tidy CRM data, not qualified pipeline.

MEDDIC works when each letter creates a live question the rep asks before advancing the deal. If a dimension cannot be evidenced in the buyer's words, the deal stays open for discovery or gets disqualified before it burns another month.

Preview the template

The first three dimensions are free to preview. Practise with the AI buyer to unlock the full editable checklist.

The six dimensions, scored 0–18

Each dimension scores 0 (unknown) to 3 (validated). Healthy deals score well across all six; a single zero is a forecast risk, even when the total looks acceptable.

M1/6

Metrics

Quantified business outcomes the buyer would defend internally — revenue lifted, costs removed, time saved, risk reduced. Score 0–3 based on specificity and economic-buyer validation.

E2/6

Economic Buyer

The person with discretionary authority to release budget or stop the deal. Score 3 only when you have identified, reached, and validated priorities with them directly.

D3/6

Decision Criteria

The explicit business, technical, financial, and political criteria the buyer will use to choose. Score reflects whether the criteria are known and whether you helped shape them.

D4/6

Decision Process

The sequence of approvals, meetings, reviews, and sign-offs from current state to decision. Score 3 when every step has an owner, date, and exit condition.

I5/6

Identify Pain

The specific pain forcing action now, named and quantified in the buyer's words. Score 3 when the pain has cost, urgency, and executive acknowledgement.

C6/6

Champion

An internal advocate with influence, access, and personal stake who will sell for you when you are not in the room. Tested by action, not enthusiasm.

Practise the scorecard before you score the deal

Run the six dimensions against an AI buyer who hides the Economic Buyer, gives vague metrics, and tests whether your Champion is real.

Practise this MEDDIC template with AI

Free to start. No credit card.

MEDDIC or MEDDPICC?

MEDDIC is the six-letter base framework. MEDDPICC adds Paper Process and Competition for enterprise deals where procurement, legal, security, and status quo risk need explicit scoring.

Qualify before you forecast

The next opportunity is either backed by evidence across all six MEDDIC gates — or it is still discovery.