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Synthetic data, illustrative only
DC
Brennan Deal Coach
Available · v2 (Express mode)
Copilot Studio
SM
Sarah Mitchell · 14:06
Hi Deal Coach, just finished a discovery with Stratford Manufacturing. Can you run the analysis?
📎 stratford-discovery-2026-05-22.txt · 18 KB
DC
Brennan Deal Coach · 14:06
Got it. Transcript extracted in 16 ms via Express mode.
Which section shall I generate first? You can pick one or run them all.
CRM Inputs Presales Request Qualification Gaps Follow-up Email MEDDIC Snapshot
SM
Sarah Mitchell · 14:07
CRM Inputs, please.
DC
Brennan Deal Coach · 14:07 · 38s
Here are the CRM inputs from the call. Anything marked in red was not surfaced and needs a follow-up.
1 · CRM Inputs
AccountStratford Manufacturing Pty Ltd
Primary ContactHelen Bradshaw, GM IT & Operations
PracticeModern Workplace (M365 transition)
BudgetNot discussed in this call
MRR (est.)$18k / month (180 seats × $100 indicative)
Target CloseEnd of FY26
Problem (verbatim)
"We're on a hybrid setup with three different identity providers. Our security team can't see who has access to what, and we've had two near-misses in the last quarter."
SM
Sarah Mitchell · 14:08
Run MEDDIC Snapshot next.
DC
Brennan Deal Coach · 14:08 · 42s
MEDDIC tagged from the transcript with verbatim evidence. Two elements are partial, one is missing.
5 · MEDDIC Snapshot
MetricsPartial
Economic BuyerMissing
Decision CriteriaPartial
Decision ProcessPartial
Identify PainConfirmed
ChampionPartial
Overall: 58% · recommend one more discovery before raising a Presales request.
CRM Inputs Presales Request Qualification Gaps Follow-up Email MEDDIC Snapshot
Three sections remaining. Save deal to archive when you're done.
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