End Client Registration

End-Client Registration Audit

Audits whether a partner's end-client deal registration is complete and clean enough to accept into the partner program's pipeline — not whether the underlying deal itself is any good. CSV-first, since registration exports are records, not calls; a transcript mode covers the registration review conversation itself when one happened.

No canonical framework caveat. Deal/channel registration has no canonical public framework the way BANT or MEDDPICC do. The checks in references/rubric.md are built from general partner-program practice — not from any named standard — and that's stated there explicitly rather than implying one exists.

When to use this

• A channel manager is reviewing a batch of incoming partner registrations

before approving them into the pipeline.

• RevOps wants to sweep a registration export for records missing the

conflict check, commercial terms, or an expiry window.

• A partner registration-review call just happened and someone wants a

structured read on what was actually confirmed versus assumed.

Modes

CSV mode (.csv) — primary

claude "run end-client-registration on ./exports/registrations.csv"

For each registration row, check it against every dimension in references/rubric.md. Match columns case-insensitively, ignoring _/-/space differences (e.g. partner_name/Partner Name, end_client_name/End Client, conflict_check_done/Conflict Check, margin_tier/Discount Tier, expiry_date/Protection End Date). If a column a check needs is entirely absent from the export, that check reports Unknown (column missing) for every row rather than guessing.

Output one markdown table, flagged registrations first, ordered by most flags first:

| Registration | Flags | Evidence | Suggested action |

Every flag cites the column name and the actual cell value that triggered it (e.g. conflict_check_done = (empty) or end_client_name = partner name repeated). A flag with no cited cell does not ship.

Close with two lines:

• N of M registrations flagged
• The single most common flag across the flagged registrations

Transcript mode (.txt, .vtt, .json, .md)

claude "run end-client-registration on ./calls/registration-review.txt"

Read the transcript of a partner registration-review call, then score it against each dimension in references/rubric.md. For every dimension:

• Status — Covered / Partial / Missed
• Evidence — a direct quote from the transcript, or mark Unclear

rather than guess

• Note — one line, only if Partial or Missed

Close with a single Approve / Approve pending the listed follow-ups / Do not approve yet call, and the one thing that would change your answer.

Sample data

assets/sample-registrations.csv is a synthetic registration export with 8 rows — several deliberately triggering flags (a conflated partner/end-client entity, a missing conflict check, an unconfirmed contact, missing commercial terms, no expiry, a real conflict with an existing house opportunity) and at least one genuinely clean registration. Run against it first. assets/sample-transcript.txt is a synthetic partner registration-review call for transcript mode.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session. It reads the file(s) you point it at and nothing else.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: zime-ai
• Source: zime-ai/zime-gtm-skills
• License: MIT
• Homepage: https://zime.ai

Install and usage instructions live in the source repository linked above.