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.
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What you get
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.
FAQ
MEDDIC — direct answers
The questions reps and managers ask before standardising a MEDDIC checklist across live opportunities.
“Your competitor quoted us 30% less for the same scope.”
Practice live
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 AIFree to start. No credit card.
Why it fails
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.
Template preview
Preview the template
The first three dimensions are free to preview. Practise with the AI buyer to unlock the full editable checklist.
Six dimensions
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.
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.
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.
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.
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.
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.
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.
Tune the buyer, then qualify
The buyer's pain and desired outcomes carry MEDDIC tags.
Practice qualification only works if the buyer under the microscope has real MEDDIC dimensions to surface. Configure the buyer's Pain Points, Desired Outcomes, and stakeholder posture with MEDDIC tags on each — then reps have to actually run the discovery to uncover them, not read them off a card.
- MEDDIC tags on Pain Points, Desired Outcomes and Champion access.
- Buyer withholds until the rep asks a question that earns the answer.
- Same taxonomy the scorecard uses — one language, learn-side to do-side.
Methodology fit
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.
Related templates
Related qualification pages
MEDDPICC Checklist Template
The eight-dimension enterprise version with Paper Process and Competition added for procurement-heavy deals.
MEDDIC Methodology Guide
The full six-letter framework guide with definitions, examples, pitfalls, comparison, and FAQ.
MEDDPICC Methodology Guide
When to add Paper Process and Competition, and how the extended framework changes enterprise qualification.
Get started
Qualify before you forecast
The next opportunity is either backed by evidence across all six MEDDIC gates — or it is still discovery.