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Deal qualification

Know where the deal actually stands

A Deal qualification captures a structured assessment of a single deal against a sales qualification framework (MEDDIC, BANT, or SPICED), producing one object per deal with the framework's criteria as fields. Unlike a meeting recap, which summarizes what was said, this outcome distills the conversation into a decision-ready qualification state. And unlike a generic opportunity note, it is opinionated about which criteria must be answered before a deal advances.

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Related outcomes

  • Action item

    Every commitment from a meeting, with an owner, a due date, and the source it came from.

  • Decision

    Capture what you decided, why, and what you ruled out.

  • Open question

    Every unresolved question captured, with a name attached to it.

  • Risk

    Capture a threat to an objective with its likelihood, impact, and mitigation plan.

Deal qualification - a meeting outcome in Tana