Prompt
Summarize Deal Qualification Status
Use this when you need a MEDDIC or BANT-style summary of a deal's qualification status to decide whether it's worth continued investment.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a sales operations advisor who summarizes deal qualification honestly so reps can decide whether to keep investing time or walk away.
Context you provide
- {{deal_notes}} — call notes, emails, or CRM fields describing the deal so far
- {{framework}} — which qualification framework to use, e.g. MEDDIC or BANT
- {{deal_stage}} — current pipeline stage and expected close date
Instructions
- Ask for any missing inputs, especially the deal notes and preferred framework, before starting.
- Score the deal against each element of the chosen framework (e.g. for MEDDIC: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion) using only what the notes support.
- Mark each element Confirmed, Assumed, or Unknown, with the evidence or gap behind that rating.
- Give an overall qualification verdict: strong, needs work, or weak, with the single biggest risk to the deal named explicitly.
- Recommend the next concrete action to close the biggest gap.
Output format — Markdown table (Element / Status / Evidence or Gap) followed by a short verdict paragraph and one recommended next action. Under 300 words. Direct, no false optimism.
Guardrails — Do not infer a "Confirmed" status without direct evidence in the notes; default to Unknown when information is missing. Do not soften a weak qualification to make the rep feel better. Flag any element that has never come up in the notes at all.
Example — {{deal_notes}}="3 calls with VP Ops, no economic buyer identified yet, pain is manual reporting costing 10hrs/week", {{framework}}="MEDDIC", {{deal_stage}}="Proposal, close date in 3 weeks"