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SalesReview

MEDDICC deal review

30 minutes 7 blocks Free template

A 30-minute 1:1 deal review that walks MEDDICC: metrics and pain, buyer and champion, decision process, competition, next steps.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingManager and rep agree how strong the deal really is and what should happen next.

30 min · 7 blocks, drawn to scale Fits exactly
  1. Review prior commitments, 2 minutes 2
  2. Account and opportunity overview, 4 minutes 4
  3. Impact: metrics and pain, 5 minutesDiscuss 5
  4. People: economic buyer, champion, partners, 5 minutesDiscuss 5
  5. Decision criteria and decision process, 4 minutes 4
  6. Competition, 3 minutes 3
  7. Next steps and forecast call on the deal, 7 minutesDecide 7
08152330 min
  1. +0′Review prior commitmentsOne word: how did last week's commitments go?Tip: Start here every time; skipping prior commitments is a common pitfall.2 minCheck-in
  2. +2′Account and opportunity overview4 minInfo
  3. +6′Impact: metrics and pain5 minDiscuss
  4. +11′People: economic buyer, champion, partnersTip: Ask how each stakeholder's goals align with the solution, not just whether they were identified.5 minDiscuss
  5. +16′Decision criteria and decision process4 minDiscuss
  6. +20′Competition3 minDiscuss
  7. +23′Next steps and forecast call on the deal7 minDecide

Why it works

Built so the meddicc deal review ends on time, with everyone in it.

  • Every voice in the first minutes

    A 2-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.

  • Updates stay short

    4 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    17 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

How to run it

  1. 1Hold it weekly as a 1:1; allow 20 to 30 minutes per deal and longer for strategic enterprise deals.
  2. 2Open by checking what was committed last time.
  3. 3Make it safe for the rep to admit gaps; the review only works with psychological safety.
  4. 4Go beyond whether stakeholders are identified and ask how each one's goals align with the solution.
  5. 5Finish with agreed next steps and a forecast call on the deal.

Questions about the meddicc deal review

How long should a deal review take?
Insight Partners suggests 20 to 30 minutes per deal, longer for strategic enterprise deals.
What does a MEDDICC deal review cover?
Metrics and pain, the economic buyer and champion, decision criteria and process, and competition, followed by next steps.
Who attends a deal review?
Usually the sales manager and the rep, one-on-one.

Built from

The structure, timings and tips on this page come from these sources.

  • insightpartners.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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Related templates

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  • Weekly sales team meetingHubSpot's 20-minute sales meeting: quick wins, 2–3 critical deals, a rep-led learning segment, updates and action items.20 min · 5 blocks
  • Sales pipeline reviewA 45-minute pipeline review: each rep summarises deals, the group finds blockers, and every deal leaves with a next action.45 min · 4 blocks
  • Sales forecast callClari's weekly forecast call: recap the pre-read, check pipeline mix, volume and health, review key deals, then commit the number.45 min · 7 blocks

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