Deal Qualifier
Qualify and score a deal against a named framework (MEDDICC, BANT, SPICED) to expose gaps and forecast risk.
Get the Deal Qualifier skill
Install it in Claude as an Agent Skill, or copy it into ChatGPT, Gemini, or any assistant. Same method either way.
What this does and why it matters
Pipeline is full of deals reps like but cannot close, because the qualifying criteria were never tested. This skill scores an opportunity against a rigorous framework, exposes the missing information, and turns "I think we will win" into a defensible read with a clear list of what to go find out. Honest qualification is what makes a forecast trustworthy.
Inputs to gather
- The framework to use (default MEDDICC; offer BANT for simpler cycles or SPICED for modern SaaS).
- Everything known about the deal from notes, calls, and CRM.
- The seller's typical deal profile, if useful for benchmarking.
Method
Score each element of the chosen framework as Confirmed, Assumed, or Unknown, with the evidence. Never mark an element Confirmed on hope.
For MEDDICC:
- Metrics: the quantified business outcome the buyer expects. No metric means no compelling reason to buy.
- Economic buyer: the person who controls the money and has been engaged (not just named).
- Decision criteria: how they will choose, in their terms.
- Decision process: the actual steps and dates to a signature, including procurement and legal.
- Identify pain: the specific, owned pain driving action.
- Champion: someone with power and personal motivation selling for you internally.
- Competition: who else, including the status quo and "do nothing".
Then produce an overall health read (Strong, At risk, Long shot) driven by the weakest confirmed elements, not the average. A deal missing an engaged economic buyer is at risk no matter how strong the champion.
Output format
ALWAYS use:
# Deal Qualification: [Opportunity] | Framework: [name]
## Element-by-element (element | Confirmed / Assumed / Unknown | evidence)
## Overall health and why
## Biggest gaps (ranked)
## Next actions to de-risk (specific, per gap)
## Forecast recommendation (commit / best case / omit)
Anti-patterns to avoid
- Marking elements Confirmed based on the rep's optimism.
- Averaging scores to hide a fatal gap.
- Qualifying once and never re-running as the deal moves.
Example
A deal with strong pain and a champion but an Unknown economic buyer and no decision process is scored At risk, with "get the champion to map the approval steps and introduce the budget owner" as the top next action.
How to use this skill
- Download the SKILL.md file above.
- Add it to a Claude environment that supports Agent Skills, or attach the file to your conversation.
- Make your request and hand over the raw input. Claude triggers the skill automatically.
- Copy the skill text above.
- Paste it into a ChatGPT Project, a Custom GPT's instructions, or a Gemini Gem.
- Give the model your raw input. It follows the same method and output format.
Frequently asked questions
What does the Deal Qualifier skill do?⌄
Qualify and score a deal against a named framework (MEDDICC, BANT, SPICED) to expose gaps and forecast risk. Use this skill whenever a user wants to qualify an opportunity, score a deal, run MEDDIC or MEDDICC or BANT, assess deal health for the forecast, or says 'is this deal real', 'qualify this opportunity', or 'why is this deal stuck'. Trigger whenever an opportunity needs objective scrutiny before it goes in the forecast.
How do I use the Deal Qualifier skill in Claude?⌄
Download the SKILL.md file and add it to a Claude environment that supports Agent Skills, or attach the file to your conversation. Claude triggers the skill automatically when your request matches what it does, then returns a structured first draft.
Can I use the Deal Qualifier skill in ChatGPT or Gemini?⌄
Yes. Copy the skill text and paste it into a ChatGPT Project, a Custom GPT's instructions, or a Gemini Gem. Then give the model your raw input and it follows the same method.
Is the Deal Qualifier skill free?⌄
Yes. Every skill in the library is free and ungated. Download it, copy it, and use it however you like.
Where this skill fits in the playbook
This skill does the drafting work inside this play from The AI Workforce Playbook. Read the full build guide to see where it plugs in.
More sales skills
Build a pre-call account research brief so a rep walks into any meeting fully prepared.
Write high-converting cold outbound email sequences: multi-touch, plain-text, personalized, deliverability-safe.
Build a competitive battlecard that arms reps to win against a named competitor without trashing them.
Build a tailored demo script that shows the buyer their outcome, not a feature tour.
The full system, end to end.
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This guide is actively maintained and reviewed by the implementation experts at Revenue Institute. As the creators of The AI Workforce Playbook, we test and deploy these exact frameworks for professional services firms scaling without new headcount.
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