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How-to ·

How to run discovery with MEDDPICC without turning it into a checklist

Run a MEDDPICC discovery call that sounds like a conversation: pick two letters to move, follow the buyer's story, mark the evidence after.

MEDDPICC discovery is a buyer conversation in which the rep finds out, in the buyer's own words, enough to fill the letters the deal is missing. The account executive runs it, usually in a 30 to 45 minute call, and it takes ten minutes of planning before and ten minutes of marking after. The letters are the rep's notes, and the buyer's story sets the agenda.

MEDDPICC is a qualification framework, and it says what a deal has to contain: Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify (or Implicate) the Pain, Champion and Competition. It does not tell a rep what to say. That gap is why so many discovery calls with MEDDPICC teams sound like a form being filled in. For where MEDDPICC sits next to a selling methodology, see the sales methodology guide, and for the call itself in any method, the discovery call guide.

What MEDDPICC discovery is

Discovery with MEDDPICC means planning the call from the gaps in the deal and running it from the buyer's story. A buyer asked "who is your economic buyer?" in minute four hears a seller qualifying them. A buyer asked "what happens if this is still broken in March?" talks about cost, deadlines and who will be unhappy, which is Pain, Metrics and often the Economic Buyer in one answer. The procedure below uses the letters as notes on a live call.

Seven steps around one discovery call

1. Mark the deal before the call

Write each letter as buyer-confirmed, rep-inferred or unknown. A first call starts mostly unknown; a third call should not. Good looks like: a one-line state for each of the eight letters, written by the rep, in under five minutes.

Around one discovery call
  1. BeforePlan from the gaps
    • Mark each letter
    • Pick the two letters to move
  2. On the callRun the buyer's story
    • Open on their situation
    • Follow the pain to its cost
    • Ask about their last decision
    • Test the champion with a request
  3. Within the hourConfirm and mark
    • Read back, book the next step
    • Mark letters with the buyer's quote

2. Pick the two letters this call must move

More than two and the call turns into an interview. Early calls usually target Identify the Pain and Metrics. Later calls target Decision Process, Paper Process and the Economic Buyer. Good looks like: the rep can say which two and why, in one sentence.

3. Open on the buyer's situation

Ask about what changed, what they are trying to do this year and why they took the call. Say: "What made this worth the time this month?" Good looks like: the buyer talks for two minutes before the rep asks anything with a letter in it.

4. Follow the pain to its cost

When the buyer names a problem, ask what it costs, who feels it and by when it has to be fixed. This is where Implicate the Pain and Metrics come from, and where the buyer's number appears. Good looks like: a number with a baseline, said by the buyer, written down word for word.

5. Ask how they will decide, using their last decision

Ask about a past purchase, because the buyer can report what happened instead of guessing what will. Say: "The last time you bought something like this, who signed it off, what did it go through after the decision, and how long did that take?" One answer covers the Economic Buyer, the Decision Process and the Paper Process. Good looks like: names, steps and a duration.

6. Test the champion with a request

Ask your main contact to do something that costs them a little: introduce the person who owns the budget, share the evaluation criteria, book the next meeting with their boss. Good looks like: they agree to a specific action with a date. A contact who will not act is a friendly contact, and the letter stays unconfirmed.

7. Confirm, book the next step, then mark the letters within the hour

Read back what you heard and ask if it is right. Book the next conversation before hanging up. Then mark every letter again with the buyer's quote beside each confirmed one. Good looks like: the two target letters moved, or the rep can say exactly why they did not.

Questions by letter, in the order buyers answer them

These are starting points for the conversation. Pick one or two for the letters you chose in step 2. The full letter definitions are on our MEDDPICC page.

Order in the call Letter One question that tends to work Confirmed when
1 Identify (and Implicate) the Pain "What is not working today, and who is feeling it most?" then "What happens if this is still the same by the end of the quarter?" The buyer names the problem and who owns it, then states a consequence and a date
2 Metrics "How do you measure that today, and what number would make this worth doing?" A baseline and a target, in the buyer's words
3 Decision Criteria "When you compare options, what will you judge them on?" A list the buyer agreed, ideally in writing
4 Competition "What else are you looking at, including leaving it as it is?" Every alternative is named, including doing nothing
5 Economic Buyer "Who has to agree to the spend, and what do they care about this year?" The rep has met them or heard their priorities firsthand
6 Decision Process "What are the steps between now and a decision, and who owns each one?" Steps, owners and dates
7 Paper Process "After you decide, who else has to approve, and how long did that take last time?" Legal, security and procurement steps with durations
8 Champion "Would you set up 20 minutes with your CFO so we can test the numbers?" The contact takes the action

Follow-up questions for later calls

By the second or third call, the first question on each letter has usually been asked. These go a layer deeper:

  • Metrics: "How do you report that number today, and who sees the report?" The answer tells you who will judge whether the purchase worked.
  • Economic Buyer: "What does your CFO need to see before agreeing to spend at this level?" Ask your champion this before asking to meet the CFO.
  • Decision Criteria: "Of the things you listed, which one would knock an option out?" Criteria are rarely equal, and the buyer knows which one counts most.
  • Decision Process: "When do you need this working, and what happens on that date?" A decision with no event behind it tends to slip.
  • Paper Process: "Does legal review our terms or yours, and how long did the last review take?" Ask before the proposal, while there is still time to plan around it.
  • Identify the Pain: "What have you tried already, and why did it not fix this?" Past attempts tell you what the buyer will be skeptical about.
  • Champion: "What would you need from us to make the case internally?" A contact who answers in detail is already selling for you when you are not in the room.
  • Competition: "What do you like about the other option you are looking at?" The answer shows which criteria a competitor is shaping.

A second call at a logistics firm (illustrative)

This example is illustrative. A rep is on a second call with the operations director at a 600-person logistics firm. The deal state before the call: Pain buyer-confirmed (missed delivery windows), Metrics rep-inferred, everything else unknown. The rep picks Metrics and Decision Process.

The rep opens: "Last time you mentioned the missed windows. What has happened since?" The director says two retail customers issued penalty notices. The rep follows the cost: "What did those notices cost, and what happens if there is a third?" The director says the penalties were about $40,000 last quarter and a third notice before the end of June triggers a contract review with their largest customer. Metrics gets a buyer-stated baseline; the target is the next question. Implicate the Pain picks up a consequence and a date.

The rep then asks about the last time they bought software of this size. The director says the CFO approved it, IT security ran a review, and the whole thing took about three months. Decision Process is now partly confirmed, the Economic Buyer is named but unmet, and the Paper Process has a first duration.

The rep closes by asking the director to set up 20 minutes with the CFO to go through the penalty numbers. The director agrees to ask. After the call, the rep marks the letters: Implicate the Pain confirmed, Metrics partial (baseline, no target yet), Decision Process partial, Economic Buyer named, Champion still to test until the meeting is booked.

Where it goes wrong

The call runs in letter order. M, then E, then D. Buyers notice the structure and start giving short answers. Run the call in the order of their story and sort the answers into letters afterward.

The Economic Buyer question comes too early. Ask it after the buyer has stated a cost, in the order of the table above.

The rep's math counts as Metrics. A rep-built ROI is a hypothesis. It becomes Metrics when the buyer says the number back, or gives their own.

Every letter on every call. A first call that tries to fill eight letters fills none well. Two letters per call, moved with evidence, is a working pace.

Marking from memory days later. The buyer's exact words fade fast. Mark the letters within the hour, with the quote.

Running MEDDPICC discovery for every rep

A manager can plan and debrief a few discovery calls a week. A team of eight reps runs dozens, and most go unplanned and unmarked.

Our AI sales experts coach this on every deal. Caty, our expert for MEDDPICC deals, takes the rep's deal before the call, finds the two letters that matter most at this stage and helps word the questions in the rep's own voice. After the buyer call, the rep talks it through with Caty on a call, and the letters move only on the buyer's words. Typing works when the rep cannot talk. Managers see which letters stay unknown across the team through Bryce. For the review that follows discovery, see how to coach MEDDPICC on live deals and What is MEDDPICC?.

Most discovery calls go in with every letter unknown. To hear Caty pick the two that matter on one of yours, talk to us.

FAQ

What are the best MEDDPICC discovery questions?

The best MEDDPICC discovery questions ask about the buyer's situation and past decisions, and let the letters come out of the answers. "What happens if this is still broken by the end of the quarter?" covers Pain and Metrics. "The last time you bought something like this, who signed it off and how long did it take?" covers the Economic Buyer, the Decision Process and the Paper Process.

Should you cover every MEDDPICC letter on the first discovery call?

You should not try to cover every MEDDPICC letter on a first call. Pick the two letters that matter most for this stage, usually Identify the Pain and Metrics early on, and move them with the buyer's own words. Trying to fill all eight turns the call into an interview, and the buyer answers it like one.

How do you ask about the economic buyer without going over your contact's head?

Ask about the economic buyer after the buyer has stated what the problem costs. Then "who has to agree to spending money on this?" reads as a practical next step. Asking about a past purchase also helps: "Who signed off the last tool like this, and what did they need to see?" names the person without challenging your contact.

Is MEDDPICC discovery different from MEDDIC discovery?

MEDDPICC discovery runs the same way as MEDDIC discovery, with two more letters to listen for. The two letters are Paper Process and Competition. In discovery that means asking about approvals after the decision and about every alternative the buyer is weighing, including doing nothing. Both come up naturally when you ask about the buyer's last purchase.

How many questions should a MEDDPICC discovery call have?

A MEDDPICC discovery call needs fewer prepared questions than most reps bring: one or two for each of the two target letters, plus follow-ups on whatever the buyer says. The follow-ups do most of the work. A rep who reads out ten prepared questions gets ten short answers.

What do you do with MEDDPICC answers after the call?

Mark each letter as buyer-confirmed, rep-inferred or unknown within an hour of the call, with the buyer's exact words next to each confirmed letter. Then pick the two letters for the next call. Notes written days later drift toward what the rep hoped the buyer said.

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