Methodology Templates
Your methodology and templates live inside Qubi, so your team always has them at hand, during calls, in post-call reviews, and in coaching.
Supported methodologies
Qubi supports several popular sales methodologies:
| Methodology | What it covers |
|---|---|
| MEDDPICC | Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition |
| BANT | Budget, Authority, Need, Timeline |
| SPIN | Situation, Problem, Implication, Need-Payoff |
| Challenger | Teach, Tailor, Take Control |
| Sandler | Pain, Budget, Decision |
Configure methodologies
- Go to Settings > Templates
- Under Sales Methodology, you'll see available methodologies
- Enable the methodologies your team uses
- Disable methodologies you don't need
- Set a default methodology for your team
Customize checklist items
For each enabled methodology, you can customize the checklist items:
- Edit the label or description of any item
- Add custom items specific to your sales process
- Reorder items to match your team's workflow
How methodologies are used
Once configured, methodologies appear throughout Qubi:
- Live calls: Track methodology coverage in real time during meetings
- Post-call coaching: See which items were covered with evidence (quotes and timestamps)
- Team analytics: Monitor methodology adoption across your team
- Coaching profiles: Identify which methodology items individual reps consistently miss
tip
Don't enable more methodologies than your team actually uses. Pick one or two and ensure your team adopts them consistently. Qubi will help track and reinforce adoption.