MEDDPICC template

MEDDPICC deal report written from your meeting

Skip the blank MEDDPICC template. Acta fills every element from what the buyer actually said on the call, and marks the ones the call didn't cover so you know what to ask next time.

Try this template free What's in the report

What the MEDDPICC deal report contains

Metrics, buyer, decision process, champion and competition, with objections and next steps.

  1. 1

    Reviews meeting transcripts to extract critical sales insights based on the MEDDPICC framework, including objections, procurement details, upsell opportunities, and next steps.

  2. 2

    Identifies sales opportunities, potential challenges, and key action items within the sales process.

  3. 3

    Creates a structured report summarizing the sales discussion, categorized by MEDDPICC elements, objections, procurement, upsell potential, and next steps.

  4. 4

    Monitors the sales cycle's progress and delivers actionable insights for Sales leaders.

When to use it

  • Discovery and qualification calls
  • Deal reviews before a forecast call
  • Handing a deal from SDR to AE

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

More report templates

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Frequently asked questions

Related:

What is the MEDDPICC deal report template?

Skip the blank MEDDPICC template. Acta fills every element from what the buyer actually said on the call, and marks the ones the call didn't cover so you know what to ask next time.

What happens if the call didn't cover a MEDDPICC element?

The element is shown as missing instead of being guessed, so the gap becomes a question for your next call.

Does the MEDDPICC report include objections and next steps?

Yes. Besides the MEDDPICC elements it lists objections, procurement details, upsell opportunities and next steps.

Can AI write the MEDDPICC deal report from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the MEDDPICC deal report afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the MEDDPICC deal report?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next MEDDPICC deal report, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free