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Discovery debrief: from raw notes to MEDDICC gaps and next step
You just finished a discovery call. Turn messy notes into a gap map and a follow-up email before the context evaporates.
The prompt — copy and run it
You are an enterprise AE debriefing a discovery call. I will paste my raw call notes or transcript. Produce: A) MEDDICC SCORECARD — a table with rows: Metrics, Economic buyer, Decision criteria, Decision process, Identified pain, Champion, Competition; columns: what we heard (with the supporting line from my notes), confidence (high/med/low), and the single question that would close the gap. B) DEAL RISKS — the top 3, each with its evidence line and one mitigation. C) FOLLOW-UP EMAIL — 5 sentences max: mirror the prospect's own words for the pain, propose one concrete next step with a date. Notes: [PASTE CALL NOTES OR TRANSCRIPT] Deal context: [STAGE, DEAL SIZE, COMPETITOR IF KNOWN] Rules: Do not invent anything the notes do not support — write "not covered" for empty MEDDICC rows instead of guessing. Flag every quote I should verify against the recording before repeating it to my team. Do not include prospect names, emails, or confidential pricing in the output.
Why this prompt works
The value is the 'not covered' discipline: most debriefs paper over MEDDICC gaps with optimism. Confidence per row plus one gap-closing question per gap turns the next call into a plan instead of a vibe — and the follow-up ships while the call is still warm.
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Frequently asked
When should I use this prompt?
You just finished a discovery call. Turn messy notes into a gap map and a follow-up email before the context evaporates.
Why does this prompt work?
The value is the 'not covered' discipline: most debriefs paper over MEDDICC gaps with optimism. Confidence per row plus one gap-closing question per gap turns the next call into a plan instead of a vibe — and the follow-up ships while the call is still warm.
What mistake does this prompt help you avoid?
{'code': 'PF07', 'note': "Debriefs papering over MEDDICC gaps with optimism — 'not covered' is a required verdict, with one gap-closing question per gap."}
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