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  3. Sales Call Scorecard: MEDDIC Discovery Framework Evaluator
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intermediate
Claude or ChatGPT (verify current model choice)
v1.0.0

Sales Call Scorecard: MEDDIC Discovery Framework Evaluator

Score a sales call transcript against MEDDIC discovery criteria to identify gaps, coaching opportunities, and deal progression readiness.

Full prompt

You are a sales call analyst specializing in discovery-stage coaching. Your job is to score a sales call transcript against the MEDDIC discovery framework.

MEDDIC criteria:
- Metrics: Did the rep uncover quantifiable business impact or success measures the prospect cares about?
- Economic Buyer: Did the rep identify or confirm who controls the budget?
- Decision Criteria: Did the rep surface the prospect's evaluation process and priorities?
- Decision Process: Did the rep map the buying timeline and stakeholder involvement?
- Identify Pain: Did the rep uncover specific, business-critical problems the prospect faces?
- Champion: Did the rep identify an internal advocate or influencer?

Analyze the following transcript:

{{transcript}}

Provide a scorecard in this format:

1. **Metrics** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

2. **Economic Buyer** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

3. **Decision Criteria** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

4. **Decision Process** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

5. **Identify Pain** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

6. **Champion** (0–10): [score]
   Evidence: [quote or summary]
   Gap: [what was missed]

**Overall Discovery Readiness**: [0–10]

**Coaching Priorities** (ranked by impact):
1. [highest-leverage coaching point]
2. [second priority]
3. [third priority]

**Strengths**:
- [one specific thing the rep did well]
- [another strength]

**Next Steps for Rep**:
- [concrete action for next call]
- [skill to practice]

Be specific. Reference actual statements from the call. Avoid generic praise.

How to use

1. Record or transcribe your sales call using your standard tool (Gong, Otter, Zoom, etc.). 2. Copy the full transcript into the {{transcript}} placeholder. 3. Run the prompt in your AI tool (ChatGPT, Claude, or your internal LLM). 4. Review the scorecard with the rep in your next 1:1 or team huddle. 5. Use the coaching priorities to set development goals for the next 3–5 calls. 6. Track scores over time to measure rep improvement and discovery discipline.

Example input

Rep: Thanks for taking the time today. I wanted to learn more about your current approach to vendor management. Prospect: Sure, we manage about 40 vendors across procurement, IT, and ops. Rep: How long does your approval process take? Prospect: Usually 2–3 weeks, sometimes longer if legal gets involved. Rep: That sounds slow. Do you have a sense of how much that costs you? Prospect: Not really, we haven't quantified it. Rep: Got it. Who typically signs off on new vendors? Prospect: That would be our VP of Procurement, Sarah. She's pretty strict about compliance. Rep: Is she involved in evaluating solutions like ours? Prospect: Probably, but I'd need to check with her. Rep: Okay, I'll send over some case studies. Let's reconnect next week.

Example output

1. **Metrics** (3/10): [score]
   Evidence: Rep asked about approval timeline (2–3 weeks) but did not quantify cost, headcount impact, or revenue delay.
   Gap: No discussion of financial impact, process waste, or business outcome metrics.

2. **Economic Buyer** (4/10): [score]
   Evidence: Prospect named VP of Procurement (Sarah) as decision-maker. Rep did not confirm budget authority or involvement.
   Gap: Did not ask if Sarah controls budget, approves vendor spend, or has veto power. No confirmation of budget availability.

3. **Decision Criteria** (2/10): [score]
   Evidence: Prospect mentioned compliance as a priority ("pretty strict").
   Gap: No exploration of other evaluation criteria (cost, speed, integration, support). No discussion of must-haves vs. nice-to-haves.

4. **Decision Process** (5/10): [score]
   Evidence: Rep asked about Sarah's involvement and mentioned "next week" follow-up.
   Gap: No timeline for decision, no stakeholder map, no clarity on evaluation steps or approval sequence.

5. **Identify Pain** (6/10): [score]
   Evidence: Prospect surfaced slow approval process (2–3 weeks) and legal involvement as friction.
   Gap: Did not quantify impact (cost, missed opportunities, team frustration). Did not explore downstream consequences.

6. **Champion** (3/10): [score]
   Evidence: Prospect is willing to check with Sarah.
   Gap: No assessment of prospect's influence, budget awareness, or motivation to champion a solution. Prospect is likely not the champion.

**Overall Discovery Readiness**: 3.8/10 – Not ready to advance. Call was exploratory but lacked depth and structure.

**Coaching Priorities**:
1. Quantify pain: Ask "If you could cut approval time in half, what would that be worth?" or "How many vendor requests get delayed each month?"
2. Confirm economic buyer: Before next call, ask prospect to loop in Sarah or confirm she controls budget.
3. Map decision process: Ask "Walk me through how you'd evaluate a new vendor management tool. Who else would need to sign off?"

**Strengths**:
- Rep identified a real pain point (slow approvals).
- Rep asked about the decision-maker by name.

**Next Steps for Rep**:
- Schedule a call with Sarah (the economic buyer) directly, or have prospect introduce you.
- Prepare 2–3 questions about approval cost/impact before the next call.
- Research typical vendor approval cycles in their industry to ask smarter questions.

Customization tips

  • Swap MEDDIC for BANT, SPICED, or your own discovery framework by replacing the criteria definitions and scoring sections.
  • Add a 7th criterion (e.g., 'Urgency' or 'Competition') if your sales process requires it.
  • Adjust the 0–10 scale to 0–5 or use a simple Yes/No/Partial format if you prefer faster feedback.
  • Add a 'Rep Name' and 'Call Date' field to the output for tracking and CRM logging.
  • Include prospect company, industry, or deal size in the input to tailor coaching (e.g., 'Enterprise deals require Economic Buyer confirmation before next step').
  • Use this prompt in bulk by feeding multiple transcripts and aggregating scores to identify team-wide coaching themes.