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Zhongwei Li
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---
name: meddic-checklist
description: Use to inspect qualification coverage across Metrics, Economic buyer,
Decision criteria, Decision process, Implications, Champion.
---
# 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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