Updated 9 min read

MEDDIC sales process: what each letter asks, and how to use it on a live deal

MEDDIC is a checklist of six things you should know about a deal before you count on it: the numbers, the person who signs, how they'll decide, the steps to a yes, the pain and your champion inside. Use it to find the gap in a deal while there's still time to fill it, without burying your reps in fields.

What MEDDIC is

MEDDIC is a sales qualification framework: six things you find out about a deal, one per letter, so you know whether it's real and what's missing if it isn't.

  • M: Metrics
  • E: Economic buyer
  • D: Decision criteria
  • D: Decision process
  • I: Identify pain
  • C: Champion

It came out of enterprise software sales in the 1990s, where deals had several people involved and months between first call and signature, and it still fits that kind of deal best.

The point of MEDDIC is the gaps. A deal where you can fill in all six is one you can put in a forecast, while a deal where you can't name the economic buyer three weeks before it's meant to close is one to worry about now.

The six letters, and the question each one asks

LetterWhat you need to knowA question to ask the buyer
MetricsThe result they want, in numbers: time saved, cost cut, revenue added"If this works, what number changes, and by how much?"
Economic buyerThe person who can say yes to the money, and can say no when everyone else says yes"Who signs off on a spend like this?"
Decision criteriaWhat they'll judge options on: price, features, support, fit with what they use"What will you compare the options on?"
Decision processThe steps from here to a signed contract, who's involved in each and the dates"What happens between now and a signed agreement?"
Identify painThe problem costing them enough to act on, and what happens if they don't"What happens if you leave this as it is for another year?"
ChampionSomeone inside who wants you to win and will sell for you when you're not in the room"Who else would want this fixed as much as you?"

Ask them in a conversation, never as a list read out in one go. Most come up naturally in a good discovery call, and MEDDIC is how you notice the ones that didn't.

Deeper questions for each letter

One question per letter gets you started. When the first answer is vague, these go a layer deeper:

Metrics: How do you measure this today? What number would tell you it worked, and by when?

Economic buyer: Who signed off the last purchase like this one? Will they see the proposal before it's agreed?

Decision criteria: What has to be true for you to say yes? Is there anything that rules an option out straight away?

Decision process: Walk me through what happens after you recommend it. Who else reads the proposal, and when?

Identify pain: What have you tried already? Who loses the most if nothing changes this year?

Champion: Can you set up 20 minutes with the person who signs? What do the others think of the idea so far?

The answer matters more than the question. Some answers sound like progress and tell you nothing:

LetterSounds fineMeans you know it
Metrics"It'll save us loads of time""Rebooking takes 10 hours a week per clinic, and we want it under 5"
Economic buyer"I'll take it to the owners"You've met the owner, or you have a date to
Decision criteria"We just want the best option"Three named things they'll compare, in their order
Decision process"We'll decide soon"Each step, who's in it and the date it happens
Identify pain"Things aren't great"A cost they've named, and what happens if it stays
Champion"She loved the demo"She booked you a meeting you couldn't have got alone

You'll rarely learn the letters in the order of the name. Pain and metrics usually come first, since they give you the right to ask who signs. The process and the paperwork come last.

A deal worked through

Made-up example: a rep is selling scheduling software to a group of eight physio clinics. The deal is in the pipeline at $48,000 a year, with a close date next month. Here are her MEDDIC notes after two calls:

  • Metrics: front desk staff spend 10 hours a week on rebooking at each clinic. Their operations manager wants that halved.
  • Economic buyer: unknown. The operations manager "will take it to the owners".
  • Decision criteria: works with their current booking system, sends text reminders, price under their budget.
  • Decision process: unclear. Operations manager recommends; after that, "the owners decide".
  • Identify pain: no-shows at two clinics went up this year and patients complain about waiting on hold to rebook.
  • Champion: the operations manager, who asked for the demo and is keen.

Two letters are thin, and they're the two that decide whether this closes next month. The next call isn't another demo. It's asking the operations manager to set up 20 minutes with one of the owners, and to walk through what happens after she recommends it.

One client's full record: deal stage, message count, open tasks, meetings, an AI summary of the last chat and the next step
One client's record in ActivityTracker: stage, messages, tasks, meetings and the next step.

Without MEDDIC, that deal looks healthy: a keen contact, a good demo and a date. With it, the rep can see the deal hasn't met the person who signs.

What MEDDIC gets you

Teams take up MEDDIC for one reason: deals stop surprising them. That shows up in four places:

  • The forecast. A deal counts when its letters are filled, not when the rep feels good about it, so your forecast rests on facts. How to forecast sales covers the rest of that sum.
  • Earlier walk-aways. An unknown economic buyer in week two is a question to ask. In week ten, it's a lost quarter.
  • Sharper 1:1s. "Which letter is thin?" gets a better answer than "how's it going?", and every rep answers it the same way.
  • Cleaner handovers. When a rep leaves or goes on holiday, the next person reads six lines and knows where the deal stands.

None of this needs new software. It needs the same six lines, kept up after every meeting with the buyer.

How to use MEDDIC without slowing your reps down

The complaint about MEDDIC is that it turns into 30 required fields nobody fills in honestly. It doesn't have to:

  • Use it on the deals that need it. Set a size or a length of sales cycle above which a deal gets MEDDIC notes. A one-call sale doesn't need six letters.
  • One line per letter. If a rep can't write the economic buyer in one line, that's the finding.
  • Update it after each meeting with the buyer, not once a week from memory.
  • Mark each letter known, partly known or unknown. A deal with two unknowns a month before close is a conversation for the 1:1.
  • Talk about it in the 1:1, not in a form. Pick one open deal, walk the six letters, and agree the single next thing to find out.

The manager's job is to ask "how do you know?", not to fill the gaps in for the rep. "The champion is keen" and "the champion booked me a meeting with the owner" are different answers.

MEDDIC works best as a 1:1 habit: walk one open deal letter by letter and agree what to find out next. ActivityTracker keeps each session's notes on the rep's page and sends the action items to their task list.

See how coaching works

When to walk away from a deal

MEDDIC also tells you when to stop. Take a deal out of the forecast when you see any of these, and put it on a slower follow-up list with a date to look again:

Saved pipeline views that filter clients by next activity due, created in the last 7 days, or inactive over 30 days
Saved views in ActivityTracker: who has a next step due, and who has gone quiet.
  • Two real conversations in, nobody can name what the problem costs them.
  • You've asked to meet the economic buyer three times and been turned down three times.
  • Your contact is friendly but won't do anything for you: no introductions, no inside view.
  • The criteria read like a rival's spec sheet.
  • Nobody on their side can tell you what happens next, or when, even after you've asked them straight.

Every deal you drop gives its hours to one that can close. The sales pipeline management guide shows how to keep those parked deals from cluttering the weekly review.

Rolling MEDDIC out to a small team

You don't need a training programme to start, just four weeks and one deal per rep:

  1. Week 1: agree which deals get MEDDIC notes, by size or by how many people the buyer has involved, and give anything below that line three quick questions instead.
  2. Week 2: every deal above the line gets its six lines, each marked known, partly known or unknown, in the notes field you already have.
  3. Week 3: in each 1:1, walk one deal letter by letter and agree the one thing to find out next, written down as a task with a date. The 1 on 1 meeting template has room for it.
  4. Week 4: look across the whole team, and whichever letter is unknown most often, train everyone on that next month.

After that, keep it in the 1:1s and out of the weekly report. A report turns six honest lines into six boxes to tick.

MEDDIC, MEDDICC and MEDDPICC

Some teams use a longer version. Each one adds a letter for something teams kept getting caught out by:

VersionWhat it addsUse it if
MEDDICThe six letters aboveMost deals with several people and a cycle of weeks
MEDDICCA second C, Competition: other vendors, building it in-house, or doing nothingBuyers always compare you with someone
MEDDPICCP, Paper process: the legal and buying steps before anyone signsDeals slip past quarter end waiting on contracts

MEDDIC Academy's history of the framework points out that both were inside the original six all along: the paperwork was part of the decision process, and competition sat in the criteria and the process. The extra letters stop teams skipping them. If your deals rarely stall in legal or lose to a rival, stay with six letters.

MEDDIC or BANT?

BANT is the shorter check: budget, authority, need and timing. It's built for the first call, to decide whether a lead deserves a second one. MEDDIC runs the whole length of the deal.

BANTMEDDIC
When you use itThe first call or twoFrom discovery to signature
MoneyIs there a budget?What's it worth to them, in their own numbers?
PeopleIs this the person who decides?Who signs, who decides, and who's selling for you inside?
How they buyWhen do they want it?The steps to a signed contract, with names and dates
Best forShort sales with one buyerLong deals with several people

Use both. BANT decides whether a lead is worth a meeting, and MEDDIC takes over once it is. How to qualify prospects has the first-call questions.

When MEDDIC is too much

MEDDIC earns its time on deals with several people involved and a cycle of weeks or months. It's too much for:

  • Sales closed on the first or second call, where one person decides.
  • Small, repeat purchases where the price is fixed.
  • A rep's first week, when they're still learning the product.

For those, three questions cover it: do they have the problem, can they pay, and will they decide soon? Save the six letters for the deals that make or break your quarter.

Where MEDDIC came from

MEDDIC came out of PTC (Parametric Technology Corporation), a Boston software company, in the 1990s. The history of MEDDIC and MEDDPICC by Darius Lahoutifard, who was in PTC's international sales leadership team and later founded MEDDIC Academy, says the habits grew in the field in the early 1990s and were put into the six-letter form across 1995 and 1996.

Who invented it depends on who you ask, and the people who were there disagree. Jack Napoli, interviewed in 2023, says Dick Dunkel wrote the six elements on a whiteboard while the two of them went through won and lost deals, and he calls Dunkel its father. John McMahon, who helped build PTC's US sales team, says nobody sat in a room and came up with it: it grew one solved problem at a time. Both accounts put its start in real deals rather than a classroom.

Two of the PTC people later wrote books around it: Lahoutifard's Always Be Qualifying in 2020, and McMahon's The Qualified Sales Leader in 2021.

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Questions people ask

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Know the six things.

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