A free tool from MEDDICC
Plan a New Business Meeting that books the second meeting.
The NBM is the biggest play in MEDDPICC. Walk in prepared. Implicate real pain, build a Champion, land a point of view, and leave with the next meeting on the calendar. This tool builds your plan in minutes.
Free to use. Add your email to open the builder, then export your plan as a PDF.
Why it matters
The NBM is the meeting that creates pipeline.
Most of MEDDPICC depends on the quality of your first real meeting. A strong NBM means more qualified pipeline, bigger deals, a shorter path to win or lose, and a forecast you can trust. A weak one looks like progress and converts to nothing.
What counts as an NBM?Illustrative
~60%
more pipeline from the same number of meetings.
Lifting your NBM-to-second-meeting conversion from 25 percent to 40 percent. This is illustrative, not a benchmark. Your real numbers depend on your motion.
Four parts, one plan.
45+ minute meeting01Research prompts
Copy-paste prompts you run in your own ChatGPT or Claude to learn the company, the person, and the pain. No AI keys, no setup.
02Agenda builder
A timed, four-section agenda scaled to your meeting, with the close protected from the very first minute.
03Pre-meeting checklist
The quality gates that separate a real NBM from a fake one, a Champion test, and a mindset reset.
04Follow-up templates
The immediate and second follow-up emails, pre-filled with your context and built to book the next meeting.
How it works
Tell us about the meeting
Your product, the target company, and who you are meeting. A few fields is enough to start.
Get a tailored plan
Research prompts, a timed agenda, a cheat sheet, and follow-up emails, all filled in with your deal.
Walk in ready
Implicate pain, build a Champion, land a point of view, and leave with the second meeting booked.
A taste of what you get
Prompts you run in your own AI.
The planner does not call any AI for you. It writes the prompts, filled in with your deal, so you stay in control of the tools you already trust. Here is the company research prompt, before your details are added.
You also get prompts for the persona, the pain and its implications, your point of view and competition, the Value Pyramid inputs, and your prep-call questions.
01Company research
You are a B2B sales research assistant. I am an account executive at [your company], which sells [your value]. I have a New Business Meeting with [target company]. Research [target company] and give me: 1. What they do, their size, and how they make money. 2. Their stated strategic priorities and goals for this year. 3. Recent events that change their priorities: funding, leadership changes, M&A, layoffs, launches. 4. The 3 business initiatives most likely to be relevant to my product. Keep it concise and source each claim. Flag anything you are unsure about.
Paste into ChatGPT, Claude, or your AI of choice.
Learn the play
All articlesFAQ
Questions about the NBM Planner
The short version, for humans and answer engines.
What is a New Business Meeting (NBM)?
A New Business Meeting, or NBM, is the first real meeting that can create a new pipeline opportunity. It is the moment a conversation turns into a deal worth pursuing. Its job is not to pitch but to earn the second meeting: run enough discovery to prove there is something worth pursuing for both sides.
What makes a good New Business Meeting?
Preparation and discovery, not a demo. You walk in with a hypothesis, not a blank page, understand the prospect's world, implicate real pain so they feel the cost of inaction, build a Champion, land a point of view, and leave with a clear next step. The single most important outcome is booking the second meeting.
Is the NBM Planner free?
Yes. It is a free tool from MEDDICC. Add your email to open the builder, then export your plan as a PDF. The planner writes research prompts you run in your own ChatGPT or Claude, so there are no AI keys to set up.
How does the NBM relate to MEDDICC?
The NBM is the biggest play in MEDDPICC, and most of MEDDPICC depends on the quality of your first real meeting. The planner comes from MEDDICC, the company founded by Andy Whyte, author of the best-selling book MEDDICC, and applies MEDDICC discovery thinking to the first meeting.
Who is the NBM Planner for?
Sellers and SDRs preparing for a first meeting who want it to convert into a real opportunity. You tell the planner about your product, the target company, and who you are meeting, and it builds a tailored plan: research prompts, a timed agenda, a pre-meeting checklist, and follow-up emails.
Before the meeting
Bring a draft Value Pyramidinto the room and validate it live. It is the fastest way to ask sharper questions, speak the buyer's language, and unlock senior conversations.
Build your Value Pyramid