# Meeting To Qualify

> Audits a qualification call transcript to assess whether a deal is real — authority, budget plausibility, urgency, and fit — or sweeps a CRM export for deals never properly qualified. Use when deciding whether to invest further in a deal, reviewing a qualification call, or checking pipeline for unqualified deals inflating forecast.

- **Type:** Skill
- **Install:** `agentstack add skill-zime-ai-zime-gtm-skills-meeting-to-qualify`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [zime-ai](https://agentstack.voostack.com/s/zime-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [zime-ai](https://github.com/zime-ai)
- **Source:** https://github.com/zime-ai/zime-gtm-skills/tree/main/skills/meeting-to-qualify
- **Website:** https://zime.ai

## Install

```sh
agentstack add skill-zime-ai-zime-gtm-skills-meeting-to-qualify
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# GTM Meeting-to-Qualify Audit

Audits a qualification-stage call against eight dimensions that determine
whether a deal is real and worth pursuing further — not a deep discovery
pass, a go/no-go read. Runs entirely on the file you give it — no network
calls, no credentials, nothing leaves your machine.

## When to use this

- A rep just had a first or second call and needs a structured read on
  whether to keep investing time in this deal.
- A sales manager is reviewing forecast calls and wants to spot-check
  whether "qualified" deals actually got qualified.
- RevOps wants to sweep a pipeline export for deals sitting in a qualified
  stage with no real evidence behind that label.

## Modes

Dispatch on the input file's extension.

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

```
claude "run meeting-to-qualify on ./calls/acme-qualify.txt"
```

Score the call against each dimension in `references/rubric.md`. For every
dimension, output:

- **Status** — Covered / Partial / Missed
- **Evidence** — a direct quote or timestamp. If you can't point to a
  specific line, mark **Unclear** rather than guess.
- **Note** — one line, only if Partial or Missed

Close with a single **go / no-go / needs one more call** read, with the one
or two dimensions that decided it.

Before finalizing, run the reads-well-too check in `references/rubric.md` —
if a call that was clearly a strong, real deal still comes back mostly
Missed, the rubric is reading too strictly.

### CSV mode (`.csv`)

```
claude "run meeting-to-qualify on ./exports/pipeline.csv"
```

Structural hygiene sweep, not a call-quality audit. For deals marked
"qualified" or past a qualification stage, check whether fields
corresponding to authority, budget, timeline, and urgency are populated and
non-trivial. Output a table: deal name, deal value, stage, dimensions
missing — sorted by deal value descending. State explicitly that this
checks whether fields were filled in, not whether the call itself was good.

## Sample data

`assets/sample-transcript.txt` — a short synthetic qualification call. Run
against it first before pointing this at anything of your own.

## What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the
current session.

## 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](https://github.com/zime-ai)
- **Source:** [zime-ai/zime-gtm-skills](https://github.com/zime-ai/zime-gtm-skills)
- **License:** MIT
- **Homepage:** https://zime.ai

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-zime-ai-zime-gtm-skills-meeting-to-qualify
- Seller: https://agentstack.voostack.com/s/zime-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.
