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MEDDPICC template

A free MEDDPICC template for complex B2B deals: metrics, economic buyer, decision criteria, decision process, paper process, pain, champion and competition, each backed by evidence, a source and a date. Cobl drafts it from your call notes, emails and CRM history, and you approve each line.

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Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

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We never train a model on your content.

Format

Web page

Length

1 scrolling page

Sections

9 sections

Exports

Shareable link

Hosted in the EU. No model training on your data.

What's inside

The nine sections a deal review checks

Each letter holds evidence, not a color. A field without a source stays open, however confident the rep feels.

Metrics

The measurable result the buyer expects, in their numbers, and the cost of doing nothing. Without it, the business case has nothing to stand on.

Economic buyer

The person who can approve the budget, whether you have met them, and what they said. A name on the org chart is not evidence.

Decision criteria

What the buyer will compare vendors on, ideally in their own words or a written document. It shapes the demo and the proposal.

Decision process

The steps, people and dates between today and a decision, including committees, technical validation and who signs off at each stage.

Paper process

Procurement, legal, security review and signature, with owners and lead times. When these steps surface late, they push the close date.

Identified pain

The problem, who feels it, what it costs them, and why it has to be solved now. Note the compelling event if there is one.

Champion

Who sells for you internally, the proof they have both influence and a reason to act, and the last time they acted for you.

Competition

Named competitors, an internal build or the option to do nothing, and where you stand against each one in the buyer's eyes.

Gaps and next actions

Each open letter, the question that would close it, who can answer it and by when. This is what the deal review is for.

How it works

From this template to client-ready

Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Evidence first, colors second

MEDDPICC often turns into a checklist where every field goes green before the forecast call. At that point the method stops predicting anything.

Every field has a source

An email, a meeting note or a buyer document backs each entry, with its date. A manager can check a claim in seconds instead of asking the rep for it.

Gaps turn into actions

An empty field becomes a question for the next meeting, with an owner and a date. The template ends on what to do next, not on a score.

The paper process gets its own space

Procurement, legal and security each have owners and lead times. Deals that look ready often slip at this stage because nobody planned it.

FAQ

Questions about this template

Is the MEDDPICC template free?

Yes. You can download the MEDDPICC template as it is and fill it in yourself. You only need a Cobl account if you want Cobl to draft it from your own call notes, emails and CRM history, which you then review and edit before you share it with your manager or team.

What does MEDDPICC stand for?

Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identified pain, Champion and Competition. It is a qualification method for complex B2B deals: each letter is something you need to know, with evidence, before you can forecast the deal with confidence or decide to stop working on it.

What is the difference between MEDDIC, MEDDICC and MEDDPICC?

MEDDIC has six elements: metrics, economic buyer, decision criteria, decision process, identified pain and champion. MEDDICC adds competition. MEDDPICC also adds the paper process, the procurement, legal and security steps between a verbal yes and a signature. Use the longer version for enterprise deals where those steps take weeks.

What counts as evidence in a MEDDPICC review?

Something the buyer said or wrote that another person can check: an email from the economic buyer, success criteria the buyer wrote themselves, a procurement timeline they agreed to, notes from a meeting where it was discussed. A rep's impression is not evidence. If the only source is "they seemed keen", leave the field open and plan the question that would close it.

When should you update a MEDDPICC template?

After every meeting that changes what you know, and before each deal or pipeline review. Date each entry, so a reviewer can see which information is recent and which is months old. A field that has not changed in several weeks on an active deal is often a sign the deal has stalled.

MEDDPICC template

The nine sections a deal review checks

From this template to client-ready

Evidence first, colors second

Questions about this template

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