# {{text:Call title*}}

Deal: [[{{text:Deal*}}]]

Date: {{datetime:Call date and time}}

Attendees: {{text:Attendees}}

Goal of this call: {{text:Goal of this call}}

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## Before the call

Pick the questions for the letters still open on the deal page. You don't need all of them.

**M — Metrics**
- What would success look like in numbers six months from now?
- How do you measure this today?

**E — Economic buyer**
- Who signs off on a purchase like this?
- When did they last approve something similar, and how did it go?

**D — Decision criteria**
- What will you compare the options on?
- What would make you rule a vendor out?

**D — Decision process**
- What happens between a yes from your team and a signed contract?
- Who else needs to see this: legal, security, procurement?

**I — Identify pain**
- What made this a priority now?
- What happens if you do nothing this quarter?

**C — Champion**
- Who else wants this solved as much as you do?
- Would you be comfortable presenting this internally? What would you need from us?

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## Recording

Tell everyone on the call that you are recording, and get their consent where the law or their company requires it. Then type /AI Meeting Notes here and record the call. Choose "Sales call (MEDDIC)" before summarizing and the summary is sorted by letter, with the gaps listed as questions for the next call.

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## What we learned

{{list:What we learned}}

## Gaps to close next call

{{list:Gaps to close next call|checkbox}}

## Follow-ups

{{list:Follow-ups|checkbox}}

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#discovery-call #meddic