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Fill MEDDICC fields from notes and flag what you don't know

  • For Sales and customer success
  • You practice Catching mistakes and made-up facts
  • Time about 5 minutes
  • Level Advanced

About this exercise

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.

Common mistakes when you ask AI for this

  • Not fixing the shape. The AI picks its own structure: headings, extra bullets and more items than you need. Try: Give the shape: "Exactly 7 numbered lines: Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion, Competition."
  • Trusting the call notes over the correction. The AI takes "she has budget approval" from the call and misses Kendra's follow-up correction. Try: Add: "The Nov 2 email overrides the call notes. The economic buyer controls the budget."
  • Filling gaps with guesses. The AI invents a plausible decision process instead of admitting the notes are silent. Try: Add: "If the notes don't answer a field, write Unknown - ask: and a question."
  • Forgetting it's plain text. AI adds bold labels and headings, which show up as stray symbols in your CRM. Try: Add: "Plain text only. No bold, no headings."

What a strong prompt includes

  • Names the 7 fields
  • Defines the economic buyer
  • Says the email wins
  • Handles missing info
  • Asks for plain text

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