Checklist
Track whether you have covered what you meant to cover, with evidence from the meeting.
Checklist tracks the objectives you need to cover before the meeting ends. It reads the meeting as it happens and marks each objective against what has actually been said.
You get one checklist, and it applies to every meeting you record.
The tab itself carries a count of the acceptance criteria covered so far, so you can see where you stand from Chat or Transcript without switching over.
Build a checklist
Open the desktop app, go to Settings, and find the Checklist section. Changes save as you type and apply to your next meeting.
Start from a preset
Choose one from the preset menu:
- BANT
- MEDDIC
- MEDDPICC
- Challenger
- SPICED
- Customer Discovery
A preset fills in the title, the objectives, and the acceptance criteria, which you can then edit. Applying one replaces whatever is there, so SalesEQ asks you to confirm when your checklist is not empty.
Or write your own
- Name the checklist. The title is your own label for it, up to 60 characters.
- Select Add objective and give it a title, such as Budget or Next steps.
- Add at least one acceptance criterion to the objective.
An acceptance criterion is what has to be true for the objective to count as covered. Write it as a statement rather than a question:
An available budget or range is confirmed.
The final decision-maker is identified.
A target decision date is confirmed.An objective with no criteria does not appear in meetings, because there is nothing to evaluate it against. A checklist holds up to 50 objectives and 50 acceptance criteria in total, with at most 8 criteria on any one objective.
Statuses
Criteria are assessed individually, and each objective takes its status from the criteria under it.
| Status | On a criterion | On an objective |
|---|---|---|
| Open | Nothing in the meeting speaks to it yet | Every criterion is still open |
| Unclear | Something touched on it, and it does not settle it | Shown as Partial |
| Developing | Partly established, not yet enough | Shown as Partial |
| Covered | Established by what was said | Every criterion is covered |
Expand an objective to see each criterion, its status, and why Checklist assessed it that way.
Evidence you can check
Each criterion carries timestamped evidence: who said it, and when. Selecting a piece of evidence takes you to that moment in the transcript, and you can come back to the checklist from there.
Evidence comes in two kinds. Most of it supports the assessment. Evidence that cuts against it is marked as contradicting, which is what stops an objective looking settled after somebody walked it back.
Every check reads the whole meeting rather than the last few minutes. An objective raised early and resolved forty minutes later still connects.
When it rechecks
Checklist reruns on its own as the conversation moves. While objectives are still outstanding it rechecks at most once every 15 seconds. Once everything is covered it slows to between one and two minutes, and long meetings slow down the same way.
To pull it forward, select the recheck control next to the checklist title. It runs against the latest transcript. The control stays unavailable until the conversation has started, because there is nothing to check against before then.
What is not saved
The checklist lives in your desktop app. Nobody else in your organization sees it, and there is no way yet to hand a checklist to your team or attach a different one to a particular meeting.
The results are not kept after the meeting either. Checklist is a live instrument, not a record. This tab has no copy control, so a screenshot before you leave the meeting is the only way to keep an assessment. See Save anything you want to keep.
Next
- Chat answers questions instead of tracking objectives.
- Transcript is where checklist evidence points.
- Meeting insights covers the analysis produced after a meeting.