{"id":"sales-meddicc-fields-from-notes","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Fill MEDDICC fields from notes and flag what you don't know","free":false,"task":"Your manager wants the Tidewater Credit Union deal in MEDDICC form before pipeline review. Write exactly 7 numbered lines labeled Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion, Competition. When the notes don't answer a field, write \"Unknown - ask:\" and the question you'd ask. The economic buyer is whoever controls the budget, and the follow-up email overrides the call notes where they disagree. Plain text.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CALL NOTES - Tidewater Credit Union, Oct 30. Joined: Kendra Vale (VP Member Services), Luis Ortega (IT Manager)\n\n- Member call center: 40 agents, average hold time 9 min, goal is under 3 min by next summer\n- Kendra really wants this, she's pushing it with the exec team, has used us at her old job\n- Luis cares about: must run on their existing Genesys phones, must pass their vendor security review, needs single sign-on\n- Kendra said she has budget approval herself, around $90k\n- Also looking at: CallPilot. Luis mentioned a \"cheap option from our phone vendor\" too\n- Pain: members complaining on social media, 2 board members got complaints from friends\n\nFOLLOW-UP EMAIL from Kendra, Nov 2:\n\"Quick correction from the call - I'll recommend, but spend over $50k goes to our CFO, Arnold Teague. He'll want to see the hold-time numbers. Also we dropped the phone vendor add-on, it doesn't do callbacks.\"","rules":[{"type":"numberedItems","count":7},{"type":"plainText"}],"mistakes":[{"title":"Not fixing the shape","why":"The AI picks its own structure: headings, extra bullets and more items than you need.","fix":"Give the shape: \"Exactly 7 numbered lines: Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion, Competition.\"","checks":["numberedItems"]},{"title":"Trusting the call notes over the correction","why":"The AI takes \"she has budget approval\" from the call and misses Kendra's follow-up correction.","fix":"Add: \"The Nov 2 email overrides the call notes. The economic buyer controls the budget.\"","checks":["r0","r2"]},{"title":"Filling gaps with guesses","why":"The AI invents a plausible decision process instead of admitting the notes are silent.","fix":"Add: \"If the notes don't answer a field, write Unknown - ask: and a question.\"","checks":["r1"]},{"title":"Forgetting it's plain text","why":"AI adds bold labels and headings, which show up as stray symbols in your CRM.","fix":"Add: \"Plain text only. No bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Names the 7 fields","patterns":["metrics.{0,80}economic","meddicc","\\b(7|seven)\\b.{0,20}(lines|fields)"]},{"label":"Defines the economic buyer","patterns":["economic buyer (is|=|controls|means)","controls (the )?budget","budget"]},{"label":"Says the email wins","patterns":["email (overrides|wins|corrects)","correction","latest","overrides"]},{"label":"Handles missing info","patterns":["unknown","don'?t (know|say)","not in the notes","missing"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"MEDDICC is only useful if it's honest. Tell the AI which source wins, who counts as the economic buyer, and what to write when the notes are silent.","rubricLabels":["Names Arnold Teague (CFO) as the economic buyer, not Kendra Vale, and names Kendra Vale as the champion","The Decision process line starts with \"Unknown - ask:\" followed by a question, since the notes don't describe the steps or timeline for approval","The Competition line names CallPilot and does not list the phone vendor add-on as a current competitor (it was dropped)"]}