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Moment 03

Qualification

Pressure-test whether the opportunity is real, winnable, and worth pursuing.

What this helps with

Forces honest evaluation of deal strength before time and resources stack up behind it.

Best used when
  • Pre-forecast deal reviews
  • Mid-cycle reality checks
  • Decisions about pursuing or de-prioritizing
  • Late-stage risk reviews
Prompt library

3 prompts you can adapt today

Lenses available: MEDDPICC · BANT · General

MEDDPICC Deal Check

When to use: Before a deal review, forecast conversation, or manager coaching session.

Inputs needed
  • Account name
  • Opportunity stage
  • Known pain
  • Stakeholders
  • Next step
  • Current risks
Output should include
  • Known strengths per MEDDPICC element
  • Missing information
  • Deal risks
  • Next questions to ask
  • Suggested next action
Good output preview
Known strengths per MEDDPICC element
Missing information
Deal risks
Next questions to ask
Suggested next action

Structure only. No example deal data — bring your own.

Act as a sales enablement coach. Review the deal information below using MEDDPICC. Identify what is known, what is missing, where risk exists, and what the rep should clarify next. Do not invent facts. If information is missing, mark it as unknown and suggest the next best question.
Human check
Validate against CRM notes, call recordings, and actual stakeholder feedback before using this in a forecast conversation.

Champion Strength Check

When to use: When a contact has been called a champion but you are not sure.

Inputs needed
  • Champion name and role
  • Evidence of advocacy
  • Access they have provided
  • Visible internal action
Output should include
  • Current label with reasoning
  • Behaviors still missing
  • Tests to run on the next call
Good output preview
Current label with reasoning
Behaviors still missing
Tests to run on the next call

Structure only. No example deal data — bring your own.

Evaluate whether this contact behaves like a champion using the inputs below. Distinguish between coach, supporter, and champion. Suggest what the rep needs to see next to confirm or downgrade the label.
Human check
Resist the urge to upgrade a contact to champion without observable internal action.

Deal Risk Review

When to use: Late-stage deals, especially before any forecast commit.

Inputs needed
  • Stage
  • Stakeholder map
  • Mutual action plan status
  • Known objections
Output should include
  • Ranked risks
  • Mitigation per risk
  • What would change the forecast call
Good output preview
Ranked risks
Mitigation per risk
What would change the forecast call

Structure only. No example deal data — bring your own.

List the top risks that could slip or kill this deal in the next 30 days. For each risk, suggest a mitigation the rep can run this week.
Human check
Treat this as a prompt for honest conversation, not a verdict.
Manager coaching angle

Run the MEDDPICC Deal Check together in pipeline reviews. Coach on the missing information, not the optimism.

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