Discovery call quality scorecard
12 yes/no questions covering pain, criteria, decision, and next steps. Built on BANT, MEDDIC, and SPIN frameworks — score your last discovery call against the bar that separates qualified opportunities from polite conversations.
- Pain identification1.
The prospect named a specific business pain in their own words (not yours).
MEDDIC: pain you named is a hypothesis; pain they named is a buying signal.
- Pain identification2.
I left the call with a number — revenue lost, hours wasted, deals delayed — attached to that pain.
A pain without a number is not budgeted. Quantification is the qualification.
- Pain identification3.
I know who, by title, owns this pain on the prospect side.
Champion identification — the human accountable for the pain getting solved.
- Decision criteria4.
The prospect listed at least 3 evaluation criteria they will use to compare options.
MEDDIC: decision criteria. If you don't know what they're scoring you on, you're guessing.
- Decision criteria5.
I know specifically which competitors or alternative approaches they are evaluating.
Including "do nothing" — sometimes the loudest competitor.
- Decision criteria6.
I know which of the criteria matters most, and why.
Criteria are rarely equal-weight. The top one usually decides the deal.
- Decision process7.
I can name every person who needs to approve this purchase, by title.
MEDDIC: decision process. SaaS deals fail in legal, security, and finance — not on the IC call.
- Decision process8.
There is a specific date when a decision must be made, with a real driver behind it.
A timeline without a driver is a wish. Probe for the event or quarter the deal is gating.
- Decision process9.
I know whether budget exists and where in the org it sits.
MEDDIC: budget. Net-new spend takes 2× longer than reallocation from an existing line item.
- Next steps10.
We agreed on a specific next step on a specific date — not "we'll circle back".
SPIN: commitment. Vague next steps are a 60% indicator the deal will slip.
- Next steps11.
The next step involves at least one new stakeholder I have not yet met.
Single-thread is the default. Multi-thread is the win.
- Next steps12.
I sent a written summary of the call within 4 hours, with the agreed next step on top.
Recap discipline beats memory. The follow-up email is the artifact the prospect forwards.