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meddpicc

Generates structured Obsidian MEDDPICC reports with evidence, confidence, gaps and discovery questions from multiple sources.

Updated Aug 27, 2026
Search Tags:#research#obsidian#pipeline#qualification#deal#meddpicc#sf
One-click install
npx skills add https://github.com/ncy08/clear-claude-code --skill meddpicc-ncy08
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: meddpicc
Source: https://github.com/ncy08/clear-claude-code/tree/main/tools/skills/meddpicc
Command: npx skills add https://github.com/ncy08/clear-claude-code --skill meddpicc-ncy08

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

MEDDPICC Qualification Research provides a structured approach to capture and organize deal signals into an actionable Obsidian note, including evidence, confidence, gaps, and next questions.

Core Features & Use Cases

  • Two modes: single-account deep research and pipeline-wide MEDDPICC documentation across SF, Obsidian, transcripts, Gmail, and Slack.
  • Outputs a structured Obsidian document with per-element findings, confidence levels, evidence, gaps, and discovery questions.
  • Reads existing Salesforce data and artifacts, Obsidian notes, transcripts, Gmail, and Slack for signals; writes SF-ready recommendations.

Quick Start

Run meddpicc for a specific account, e.g., meddpicc Acme Corp, or meddpicc all to generate a pipeline-wide MEDDPICC document.

Frequently Asked Questions about meddpicc

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I document MEDDPICC qualification signals for a sales deal?▼

MEDDPICC qualification signals are documented by synthesizing data from Salesforce, Obsidian, transcripts, Gmail, and Slack into a structured note with evidence, confidence levels, gaps, and discovery questions.

Can I analyze MEDDPICC data across my entire Salesforce pipeline at once?▼

Yes, running a pipeline-wide analysis generates a comprehensive MEDDPICC document across your Salesforce pipeline, reading existing data from connected sources to synthesize per-element findings for all active deals.

How do I track MEDDPICC gaps and discovery questions for an account?▼

Tracking MEDDPICC gaps and discovery questions involves analyzing existing deal artifacts and communications to output a structured Obsidian note highlighting missing information and suggesting next questions.

Does this MEDDPICC research tool integrate with Salesforce and Obsidian?▼

Yes, the tool reads existing Salesforce data and Obsidian notes to extract MEDDPICC signals, and outputs SF-ready write-back recommendations to update your CRM records directly.

What is the best way to prepare MEDDPICC research before a sales review?▼

Preparing MEDDPICC research involves running a deep account analysis to synthesize deal signals from transcripts and communications, producing a structured document with confidence levels and evidence for review.

Why use an automated MEDDPICC framework instead of manual deal qualification?▼

Automated MEDDPICC framework analysis replaces manual deal qualification by systematically reading scattered data from Slack and Gmail to produce structured findings with evidence, reducing missed signals and unorganized notes.

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