Qualify To Poc

GTM Qualify-to-POC Audit

Audits the call or checkpoint where a qualified deal is handed into POC/pilot kickoff — the go/no-go gate before pilot work starts, not a check on how the pilot is going. Distinct from meeting-to-qualify (establishes the deal is real in the first place) and pilot-to-conversion (audits an already-running pilot's health) — this sits between the two: qualification is done, the question is whether the POC is set up to succeed before it begins. 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 POC-kickoff call and wants a structured read on whether

the pilot is actually set up to succeed, or is starting on hope.

• A sales manager is reviewing forecast deals moving into pilot stage and

wants to spot-check whether the kickoff actually locked down a plan.

• RevOps wants to sweep a pipeline export for deals sitting in a pilot/POC

stage with no success criteria, timeline, or stakeholder fields set.

Modes

Dispatch on the input file's extension.

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

claude "run qualify-to-poc on ./calls/acme-poc-kickoff.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 well-run kickoff still comes back mostly Missed, the rubric is reading too strictly.

CSV mode (.csv)

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

Structural hygiene sweep, not a call-quality audit. For deals marked as entering or in a pilot/POC stage, check whether fields corresponding to success criteria, technical scope, stakeholders, timeline/exit criteria, and resourcing 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 kickoff call itself was good.

Sample data

assets/sample-transcript.txt — a short synthetic POC-kickoff 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
• Source: zime-ai/zime-gtm-skills
• License: MIT
• Homepage: https://zime.ai

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