Poc Pilot Pipeline Check

POC/Pilot Pipeline Check

Sweeps every deal sitting in a POC or pilot stage and asks which of them can never convert because nobody wrote down what winning looks like. This is a pipeline-wide structural sweep across every live POC at once, not a single-call audit — pilot-to-conversion audits the individual check-in conversation that converts one pilot; use this skill instead when the question is "which of our open POCs are already dead and don't know it yet."

When to use this

• RevOps wants a pipeline-wide read on POC/pilot health before a forecast

call.

• A manager is triaging a rep's pipeline and wants to know which POCs have

no defined exit before spending more time on them.

• Nobody has looked at the POC/pilot stage in a while and deals may be

sitting there open-ended.

Input

A .csv deal/pipeline export. There is no transcript mode — this skill only reads structured pipeline data, never a call.

Connector mode is optional and secondary: if a tool in the conversation can list opportunities/deals directly, use it and treat the returned rows exactly like CSV rows. Otherwise, work from the CSV file.

How to run it

claude "run poc-pilot-pipeline-check on ./exports/pipeline.csv"

1. Detect columns. Match headers case-insensitively, ignoring

_/-/space differences. Accepted synonyms are listed in references/rubric.md. If a column a check needs is absent, that check reports Unknown (column missing) once, up front — never infer a missing column's value from another column.

1. Filter to stage. Keep rows whose stage fuzzy-matches POC/pilot (e.g.

POC, Pilot, POC/Pilot, Proof of Concept). Report how many rows were in scope out of the export's total.

1. Run every check in references/rubric.md against each in-scope row.

Each check returns Flagged, Clean, or Unknown.

1. Cite evidence. Every flagged deal cites the column name and the

actual cell value that triggered the flag, e.g. champion = (empty) or poc_end_date = 2026-01-14. A flag with no cited cell does not ship.

1. Reads-well-too check. Confirm the two genuinely healthy deals in

assets/sample-pipeline-poc-pilot-pipeline-check.csv come back Clean. A rubric that flags everything is useless.

Output

One markdown table, flagged deals first, most flags first:

| Deal | Flags | Evidence | Suggested action |

Then two closing lines:

• N of M deals in flagged
• The single most common flag across them

Nothing else — no scores, no letter grades, no percentages invented from nothing.

Sample data

assets/sample-pipeline-poc-pilot-pipeline-check.csv — synthetic pipeline export, run the skill against it first.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session. It reads the file (or connector rows) 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.