Sales framework: what each customer told you, item by item
If your team sells with BANT, MEDDIC, SPICED or NEAT, Nexa fills it from what your customers say in meetings, with their own words as proof.
Last updated Nov 9, 2026
What it is
A sales framework is a checklist of what to find out before trusting a deal. If your team already uses one, Nexa fills it from your recorded customer meetings: only what the customer said, each answer with the sentence it came from.
What it's for
Your team knows what to ask at the next meeting without typing anything, and a manager sees what is still unknown on any customer.
How to use it
- In Settings → Company, under Sales framework, pick BANT, MEDDIC, SPICED or NEAT (with MEDDIC you can also show Paper process and Competition — MEDDPICC). Only the owner or an admin can change it.
- Confirm: Nexa says how many customer meetings from the last 90 days it will read and about how long. It uses no meeting credits; new meetings are read as they finish.
- Open a customer meeting: under the summary, each item is Found, Partly, Not mentioned, or Already known from an earlier meeting, with the customer's words and the moment they said them.
- Open the customer: What we know keeps the newest answer of each item and the meeting it came from. Correct an answer if you know better, or add a missing item as a next step.
Tips
- A meeting with no customer in it (an internal standup) is not read for the framework.
- Something only your own team said is not an answer: the customer has to say it or confirm it.
Good to know
- Your correction stays until a person changes it, even after a newer meeting.
- Turn it off at any time: the cards disappear, and what was read is kept for when you turn it on again.
