# Pipeline

Every open deal, qualified the same way. One notebook, one page per deal, one page per person, one page per call. #pipeline #meddic

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## Start here

- [ ] Rename this page if you like, but keep deals, contacts and calls in this same notebook so links resolve
- [ ] Import the four MEDDIC templates and switch on "Use as a template" in each page menu
- [ ] Create your first deal from the MEDDIC Deal template and link it below
- [ ] Before your next discovery call, create a page from the MEDDIC Discovery Call template

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## Open deals

One line per deal. Link the deal page and note the letter that is weakest right now.

- [[Deal — rename me]] · weakest: E

## Won

## Lost

Move deals here with one line on why. Patterns show up after a dozen.

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## Weekly deal review

- [ ] For each open deal, confirm the six letters are still true
- [ ] Any deal without a met economic buyer? Book that meeting first
- [ ] Any champion not tested yet? Ask them for one internal step this week
- [ ] Open My Tasks and clear Overdue decision-process steps
- [ ] Search #champion and #economic-buyer to see who you know at each account

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## How this notebook works

| Letter | Question to answer | Where it lives |
| --- | --- | --- |
| M | What measurable result does the customer expect? | Metrics on the deal page |
| E | Who owns the budget and can say yes? | A contact page, linked from the deal |
| D | How will they compare options? | Decision criteria checklist on the deal page |
| D | What steps lead to a signature? | Decision process checklist, one task per step |
| I | What problem are they paying to solve? | Pain in their words, captured from the call recording |
| C | Who sells this internally for you? | A contact page tagged #champion |

Ask the page AI chat things like "Which letters are weakest on this deal?" or "Turn the decision process into tasks with dates". If your plan includes MCP, your own AI assistant can answer across every deal in this notebook.