Denial Management

Multi-State Orthopedic Group

Proposal · $285K ARR · 14 days in stage

Real

Deal Truth

73

MEDDPICC breakdown

Metrics82
Economic Buyer78
Decision Criteria80
Decision Process62
Paper Process35
Identify Pain95
Champion88
Competition55

Buying signals

  • +Compelling event documented
  • +Reference calls scheduled
  • +Implementation timeline drafted

Momentum

  • Days in stage14
  • Close-date pushes0×
  • Last activity1d ago
  • Velocity vs segment112%

Stakeholder engagement

  • David KershawCOO1d ago
  • Linda MoralesCFO3d ago
  • Greg SuttonVP Billing8d ago
  • Nina AkhtarProcurement Manager41d ago

Recent calls · with intelligence

  • Proposal walkthrough + Q&Apositive

    May 14 · 52 min · David Kershaw, Linda Morales, Marcus Thompson (us)

    • →Linda confirmed payer audit exposure is the compelling event ($1.4M at risk)
    • →David asked about reference customer in orthopedics — Marcus offered 3
    • →Competitor (vendor X) is offering 20% discount; Linda wants implementation lead intro

Email engagement (last 14d)

Touches

9

Reply rate

78%

Exec thread

Active

Missing MEDDPICC · do this next

  • · Documented paper process / procurement steps

Recommended next action

Introduce implementation lead + 2 ortho reference calls this week.

PipelineIQ assessment

  • →Strong champion + Economic Buyer pairing; identified pain documented with $ figure.
  • →Procurement process undocumented; Nina Akhtar (procurement) has not engaged in 41 days.
  • →Competitor discounting aggressively — needs differentiation push.
  • →Velocity 12% above segment benchmark.