MEDDIC note generator
Paste a sales call or email thread. Get a clean Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion note, ready to paste into your CRM.
Quick answer
A MEDDIC note is a six-line qualification summary of a sales conversation: Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion. This tool reads a transcript or email thread and writes that note for you, marking anything the conversation did not cover as Not stated so you can see the gaps before you forecast a complex deal.
- MEDDIC scores a deal on six things: Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion.
- A champion's enthusiasm is not proof the economic buyer is actually engaged; confirm that separately.
- Treat a blank MEDDIC field as the next question to ask, not a box to skip.
- Mapping the decision process as named steps catches procurement and legal delays before they surprise you.
- MEDDIC suits complex, multi-stakeholder deals; BANT suits a fast first-pass triage.
Three steps to your result
Paste a call transcript or email thread
Drop in the raw text from a sales call or an email thread with the prospect.
Generate the structured note
Get a Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion breakdown pulled straight from what was actually said.
Copy it into your CRM
Copy the finished note straight onto the deal. It is already formatted.
What a MEDDIC note actually captures
Metrics is the number the buyer is trying to move, the quantified cost, time, or revenue impact tied to the problem, not a vague sense that things could be better. Economic buyer is the person who actually controls the budget and can say yes, which is often not whoever is on the call.
Decision criteria is the list the buyer will judge every option against, whether that is written down or only spoken out loud. Decision process is the sequence of steps, approvals, and stages the deal has to move through before a contract gets signed.
Identify pain is the concrete business problem forcing the evaluation, stated in the buyer's own words rather than your framing of it. Champion is the internal advocate who sells on your behalf when you are not in the room, someone with real influence, not just enthusiasm.
The note quotes the transcript wherever it can, so each line reads as evidence rather than a guess. A field the conversation never covered gets marked Not stated instead of filled in with an assumption, so a thin field shows up as your next question, not a false yes.
What is MEDDIC?
MEDDIC is a sales qualification framework built for complex deals. It scores six things: Metrics (the quantified impact), Economic buyer (who controls the budget), Decision criteria (what the deal is judged against), Decision process (the steps to a signed contract), Identify pain (the concrete problem driving the evaluation), and Champion (your internal advocate). It is deeper than BANT and suits multi-stakeholder deals.
How do I qualify a deal with MEDDIC?
Work through each letter as a fact you need to hear stated out loud, not one you infer from a good meeting. For Metrics, ask what number the buyer is trying to move and by how much, a percentage or a dollar figure, not a feeling.
For Economic buyer, ask who signs the budget line, not just who requested the meeting. For Decision criteria and Decision process, ask what the evaluation actually checks and what steps come after a verbal yes: legal, security, procurement. For Identify pain, ask what happens if nothing changes this quarter. For Champion, ask whether your contact has actually sold internally before, or only agreed with you in the room. Whichever field comes back thin is where the deal is most likely to stall.
MEDDIC or BANT: which should I use?
BANT is faster and lighter: four fields, useful for a quick first pass on a new lead. MEDDIC is deeper and built for complex, multi-stakeholder deals where a single yes from one contact is not enough to close.
Reach for BANT to triage a lead in the first call and decide whether it is worth pursuing at all. Reach for MEDDIC once the deal is real and involves more than one decision-maker, a formal evaluation, or a procurement process, since it forces you to name the economic buyer and the champion instead of assuming either exists.
Worked example
Metrics: Wants to cut lead response time from 4 hours to under 15 minutes. Economic buyer: VP of Revenue, confirmed she signs off on tools under $50k. Decision criteria: Must integrate with existing CRM and support SSO. Decision process: Security review, then a 2-week pilot, then contract. Identify pain: Reps miss inbound leads overnight, losing an estimated 20% of qualified volume. Champion: Sales Ops Manager, has pushed two prior tools through the same approval process. Status: Strong fit, economic buyer engaged, advance to security review.
The average B2B win rate fell to 19% in 2025, from 29% a year earlier, and deals with early economic-buyer involvement win 55% more often. Ebsta 2025 GTM Benchmarks
How to run MEDDIC well
Confirm the economic buyer by name and title before you forecast the deal as likely to close. A champion's confidence is not the same evidence as the person who signs the budget actually being engaged.
Write down the decision criteria the buyer states, not the criteria you assume matters most. A criterion you never confirmed is a criterion a competitor can quietly win on without you knowing it was in play.
Map the decision process as a sequence of named steps, not a single "they'll decide by end of quarter." Security review, procurement, and legal each take real time, and skipping that mapping is how a deal that felt close slips a full quarter.
Revisit every field after each meaningful call, since a champion can change roles and an economic buyer's priorities can shift mid-cycle. Treat MEDDIC as a live document on the deal, not a form you fill in once at the start.
Getting the note onto the deal without typing it
Klipy writes the call summary and links it to the deal, so a complex, multi-stakeholder deal starts from a recap instead of a blank document.
Meeting intelligence
Joins the call and hands back a framework-aligned summary linked to the deal.
Follow-up drafts
Drafts the next message to the champion or economic buyer, staged for your review.
Good morning, Alex
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Questions, answered.
What is MEDDIC?
A sales qualification framework covering Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion, built for complex deals.
Is this free?
Yes. Every Klipy free tool is free to use and needs no signup.
Does this save my data?
No. The note is generated and shown to you right here; nothing is stored.
MEDDIC or BANT?
BANT is faster and lighter; MEDDIC is deeper and built for multi-stakeholder deals.
How is MEDDIC different from MEDDPICC?
MEDDPICC adds Paper process and Competition on top of MEDDIC's six fields, for deals with a formal procurement process or active competitors.
What does the champion mean in MEDDIC?
The champion is the person inside the buying company who sells on your behalf when you are not in the room. They have real internal influence, not just enthusiasm for your product, and a strong champion has pushed a purchase through their organization before and is willing to introduce you to the economic buyer.
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