Qualify deal

Qualify the deal from your discovery calls

Listens across a single discovery call or every call on an account, and fills a chosen qualification framework (MEDDIC, BANT, or SPICED) using only what was actually said. It captures the pains and the people behind the deal as structured records, scores confidence per criterion, and flags exactly what is still unknown so the AE knows what to ask next.

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Related skills

  • Find objections

    Scan calls for objections and how reps handled them, then cluster the recurring ones.

  • Build battlecard

    Collect competitor mentions across calls into a living battlecard.

  • Tana pick

    Spot at-risk accounts

    Read QBR and customer success calls for churn and expansion signals.

  • Write deal follow-up

    Draft a recap email and CRM update from the real next steps on the call.

Qualify the deal from your discovery calls - a meeting skill for Tana