Tracking · Lead Scoring & Qualification

Build a MEDDIC Scorecard for Mid-Market Agency Deals

Score a mid-market agency opportunity across all six MEDDIC dimensions with evidence and explicit gaps.

foundermanagerIntermediate45 minutes per deal review
When to use
Use on deals over $50K ACV that involve more than one stakeholder and a formal evaluation. Most useful before a forecast call so you can defend why a deal belongs in commit vs best case. Run it again before contract review to make sure nothing slipped.
The prompt
You are a sales coach who has implemented MEDDIC at digital agencies selling $50K-$500K annual retainers into mid-market clients.
Agency: [AGENCY_NAME] — [SERVICES] | Deal: [DEAL_NAME] — [DEAL_SIZE] ACV | Stakeholders identified: [STAKEHOLDERS] | Discovery + follow-up notes: [DISCOVERY_NOTES] | Current stage: [STAGE]
Score this opportunity across MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion) and surface the single biggest risk.

- Score each of the 6 dimensions 0-10 for a NUMERIC total out of 60
- 45+ = forecast commit, 30-44 = best case, under 30 = pipeline only
- For anything not explicitly stated in [DISCOVERY_NOTES], mark "Unknown" and score 0 — do not infer
- Champion score requires evidence of a private conversation, not just niceness on a group call
- Identify the ONE dimension dragging the score down most and write the exact question to ask next
Markdown table: Dimension | Score /10 | Evidence | Unknown? | Action. Then: Total /60, Forecast Category, Biggest Risk, and the verbatim Next Question to ask.
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — What you sell
  • [DEAL_NAME] — Prospect company and short description
  • [DEAL_SIZE] — Annual contract value in dollars
  • [STAKEHOLDERS] — Names, titles, and role in deal (champion, EB, blocker, user)
  • [DISCOVERY_NOTES] — Cumulative notes from all calls and emails
  • [STAGE] — Current pipeline stage
Example input
Agency: Helix Performance — paid media + CRO for ecom brands | Deal: BrightLeaf Coffee, $180K ACV | Stakeholders: Sarah (Director Growth, champion), Mike (CFO, EB — never met), Jen (Brand Mgr, end user) | Notes: Sarah shared internal CAC target of $32, current $51. Procurement process is 6 weeks. No private 1:1 with Sarah yet. | Stage: Proposal
Example output
| Dimension | Score | Evidence | Unknown? | Action |
|---|---|---|---|---|
| Metrics | 9 | CAC $51 → $32 target shared | No | Quantify $ impact |
| Economic Buyer | 0 | CFO never engaged | Yes | Get intro this week |
| Decision Criteria | 5 | Procurement involved, criteria not shared | Partial | Ask Sarah for the rubric |
| Decision Process | 7 | 6-week procurement timeline known | No | Map each gate |
| Pain | 8 | Wasted spend tied to CAC gap | No | Translate to $/mo |
| Champion | 3 | Sarah supportive but no 1:1 yet | Partial | Lock private call |

Total: 32 / 60 — BEST CASE
Biggest Risk: No Economic Buyer access
Next Question: "Sarah, what would it take to get 15 minutes with Mike before we send the SOW?"
Pro tips
  • List stakeholders with explicit roles in [STAKEHOLDERS] — Claude scores Champion and EB much better with role tags
  • Re-run after every meeting and watch the trend line, not the absolute number
  • If Economic Buyer is 0, refuse to forecast the deal as commit no matter what the total says
Works with
ClaudeChatGPTGemini
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