Sales / Free editable template

MEDDICC deal qualification template

MEDDICC is a qualification method for complex B2B deals: metrics, economic buyer, decision criteria, decision process, identify pain, champion and competition. This example scores one live deal on each element, shows the evidence behind the score as a coloured bar, adds up an overall deal score and lists the biggest gaps and next steps.

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MEDDICC deal qualification example showing one row for each meddicc element, evidence and a scored bar for each, overall score, gaps and next steps
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Write the evidence

    For each element, write what you actually know, in the buyer's words where you can. Leave it blank if you are guessing.

  2. Score each element

    Score from 0 to 100 based on the evidence, not on how the deal feels. Colour the bar green, amber or red.

  3. Close the gaps

    Pick the two lowest scores and plan one action for each before the next deal review.

Questions about this template

Can I score several deals with this board?

Yes. Duplicate the board for each deal, then update the seven element scores, the evidence and the overall deal score.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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