# {{text:Deal name*}}

Account: {{text:Account*}}

Stage: {{select:Stage*|Discovery,Qualified,Proposal,Negotiation,Closed won,Closed lost}}

Deal value: {{currency:Deal value}}

Target close date: {{date:Target close date}}

Win confidence: {{percent:Win confidence}}

Owner: {{text:Deal owner}}

---

## M — Metrics

What measurable result does the customer expect, and by when? Use their numbers, not ours.

{{list:Metrics}}

## E — Economic buyer

The person who can say yes when everyone else says no, and who owns the budget.

Economic buyer: [[{{text:Economic buyer}}]]

Have we met them? {{select:Met the economic buyer|Not yet,Indirectly,Yes}}

## D — Decision criteria

How they will judge the options. Tick the ones we already meet.

{{list:Decision criteria|checkbox}}

## D — Decision process

Every step between today and a signature, in order. Each step becomes a task in My Tasks. Give it a date there and note2it reminds you.

{{list:Decision process steps|checkbox}}

## I — Identify pain

The problem in the customer's own words, and what it costs them if nothing changes.

{{multiline:Pain in their words*}}

Cost of doing nothing: {{text:Cost of doing nothing}}

## C — Champion

The insider who wants this to happen and sells it when we are not in the room.

Champion: [[{{text:Champion}}]]

Tested? {{select:Champion tested|Not yet,Partly,Yes}}

---

## MEDDPICC extras (optional)

Paper process, from legal and procurement to the security review: {{multiline:Paper process}}

Competition: {{text:Competition}}

---

## Calls and notes

Record each call on its own page from the MEDDIC Discovery Call template and link it here.

{{list:Calls}}

## Next steps

{{list:Next steps|checkbox}}

---

Part of [[Pipeline]] #deal #meddic