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SALES-FUNDAMENTALS5 MIN READ

Build a MEDDIC Close Plan from Call Notes

Turn call notes into a MEDDIC close plan with evidence gaps and next actions.

Ken has scattered call notes but no clear close plan: likes dashboard, renewal risk, security next, CFO maybe, director says urgent. MEDDIC close plan: evidence, gap, next action The common trap is converting enthusiasm into a proposal task. That creates seller activity while leaving power, metrics, or decision process untested. Separate fact from assumption Fact: director said renewal risk is urgent. Assumption: CFO will fund it. Fact: security review is required. Assumption: security is the only remaining step. Forecast risk hides inside assumptions that are written like facts. Map to MEDDIC Pain: renewal risk. Decision Criteria: dashboard plus security. Decision…

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