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During onboarding, you tell Klipy which sales methodology you use: BANT, MEDDIC, MEDDPICC, or SPICED. Klipy saves that choice to your organization’s playbook and uses it to shape deal qualification scorecards and the context pulled into meeting briefs and follow-up drafts. There’s no separate settings screen to change it later.

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Which sales frameworks does Klipy support?

Klipy supports four qualification frameworks. You pick one during onboarding; Klipy doesn’t invent a generic scoring model on its own. Klipy does not support Sandler or Challenger, and there is no “Custom” option where you define your own criteria. If your deals don’t map cleanly to one of the four, use this table to pick the closest fit:

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How do I choose my framework?

You set your framework once, as part of setting up your Klipy workspace. There’s no way to skip this and pick it later from a menu.
1

Start the onboarding setup flow

When you set up Klipy, the welcome flow asks how you qualify deals.
2

Pick your framework

Choose BANT, MEDDIC, MEDDPICC, or SPICED as your qualification framework.
3

Confirm your methodologies

Select the specific methodologies you use alongside that framework. Klipy saves both choices to your organization at once, and it’s this saved configuration, not a per-deal setting, that everything downstream reads from.
A few things worth knowing before you commit to a framework:
  • It’s organization-wide, not per-user — this setting applies to your whole Klipy organization. If you run your business alone, that distinction won’t matter day to day.
  • One choice for everything — you can’t set a different framework per deal, per pipeline, or per teammate; it’s one choice, made once, for the whole workspace.
  • No preview — there’s no way to see how a framework will look applied to your deals before you commit.
  • If you’re unsure which fits, pick the one whose criteria most closely match how you already think about qualifying a lead.

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Where does Klipy apply my framework?

Once saved, your framework shows up in two places:
  • Deal qualification scorecards — open any deal in your pipeline and its scorecard is built from your chosen framework’s criteria (for example, Budget/Authority/Need/Timeline for BANT). Each criterion shows what Klipy knows and what’s still missing, so you can see at a glance what to ask about on the next call.
  • Meeting briefs and follow-up drafts — when Klipy prepares a pre-meeting brief or drafts a follow-up, it pulls in the same framework criteria as context, so the language matches how you actually qualify deals instead of reading like a generic template.
Both surfaces read from the same organization-level configuration you set during onboarding. There’s no per-deal or per-conversation toggle to apply a different framework to a specific record, and there’s no way to run two frameworks side by side to compare how they’d score the same deal.

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Can I change my framework after onboarding?

Not from a settings page today. Klipy doesn’t have a “Settings → Sales Framework” picker, or any other in-app control, to switch frameworks or methodologies once onboarding is complete. The choice you make in the welcome flow is the one Klipy keeps using for your organization. A dedicated way to change your framework after onboarding is on the way. Until then, the framework you pick during setup is the one that stays in effect, so choose the one whose criteria most closely match how you already qualify deals (see the table above).
No. Klipy supports four frameworks: BANT, MEDDIC, MEDDPICC, and SPICED. Sandler and Challenger are not built into Klipy, and there’s no way to add them.
Yes. Onboarding lets you select more than one methodology alongside your chosen framework, so Klipy isn’t limited to a single rigid checklist if your deals don’t all follow the exact same pattern.
Last modified on August 3, 2026