Checklist: MEDDPICC Sales Process
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"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."

"Weflow gives us better visibility and predictability of our business."

"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."


"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
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"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."

"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."

What's Inside
Value qualification framework
- Discovery prompts that tie the deal to specific cost, efficiency, or revenue metrics the buyer already tracks
- How to pressure-test ROI by quantifying savings or generated revenue against the buyer's target metrics
- Pain documentation structure covering current challenges, downstream implications, and the cost of doing nothing
Buying committee mapping
- Confirming the economic buyer through sponsorship signals, final sign-off authority, and what they need internally for approval
- Decision criteria discovery covering ideal solution shape, top purchase requirements, and how the buyer calculates ROI
- Champion assessment lens focused on personal gain, internal influence, and ability to articulate your product accurately
Deal execution controls
- Mapping the decision process across technical approval, financial approval, stakeholder involvement, prioritization, and timeline dependencies
- Paper process detail covering paperwork flow, legal review ownership, deal priority weighting, and typical contract cycle time
- Competitive talk tracks that compare vendor options against stated buyer priorities and surface differentiated strengths

Daniel Schemmert
Daniel Schemmert is the Head of Growth at Weflow, where he's built the GTM engine from scratch. He spends valuable time talking to RevOps leaders about how they run pipeline, forecasting, and Salesforce. He's also the co-founder of RevOps Chat, the Slack community where 1,000+ RevOps practitioners share what's actually working inside their revenue orgs.
Go Deeper
MEDDPICC Checklist: Qualify Deals and Unblock Sales Cycles
#88 Rolling Out SPICED across a 750-Person Sales Org
Sales Methodology Guide & Checklists
Frequently asked questions
What is MEDDPICC and how is it different from MEDDIC?
MEDDPICC adds two components that MEDDIC leaves out: Paper Process and Competition. Paper Process forces reps to map the legal and procurement steps needed to actually close, while Competition builds in a structured way to position against other vendors — both of which are common deal-killers that the original MEDDIC framework doesn't explicitly address.
Which of the eight MEDDPICC components do most reps skip, and does it actually matter?
Paper Process is the most commonly skipped, and it absolutely matters — deals stall at the finish line because reps never asked about legal review timelines or whether outside counsel is involved. Champion is the second most neglected; reps often assume they have one without pressure-testing whether that person can actually articulate the product's value to decision-makers.
Do I need a specific CRM or sales tool to use this checklist?
No — this checklist is tool-agnostic and works as a conversation guide regardless of whether you're running deals in Salesforce, HubSpot, or a spreadsheet. That said, the real value comes from logging answers to these questions as structured fields in your CRM so deal reviews and forecasting are based on actual qualification data, not rep intuition.
What information do I need before I can start working through the MEDDPICC questions with a prospect?
You need enough discovery to know the prospect's general business context — industry, company size, and the rough problem they're trying to solve — before the Metrics and Implications of Pain questions will land well. Going in cold with "what metrics do you need to achieve?" without any prior context reads as lazy and will shut the conversation down fast.
How do I know if I've actually qualified the Economic Buyer or just found someone who says they're the decision-maker?
The checklist gives you the right pressure-test: ask directly whether they're sponsoring the project and whether anyone else is involved in the final decision. If they can't answer what they need to get the project to the finish line, or if they deflect on who else is involved, you likely have a champion or influencer — not the actual economic buyer.
How often should I revisit MEDDPICC qualification on an active deal?
Run through the checklist at every major stage gate — after initial discovery, after a demo or proof of concept, and again before you submit a proposal. Decision criteria, the competitive landscape, and the paper process can all shift mid-deal, and a qualification snapshot from week two is often stale by the time you're trying to close.
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