poc-success · diff

git:20260810.169c9e1 to git:20260826.e25d9ed

33 added, 0 removed. Audit A to A.

---
name: poc-success
description: Audits a POC/pilot exit review — did the pilot actually meet its agreed success criteria, and is that decision documented with evidence and sign-off — or sweeps a CRM export for deals past their POC end date with no recorded outcome. Use when a pilot has just wrapped and you need a structured read on whether it genuinely passed, or when checking pipeline for POCs that ran out the clock with no outcome written down.
license: MIT
metadata:
zime:category: new-business
zime:dimension: stage
zime:stage: POC/pilot exit
zime:input-modes: transcript,csv
---
# GTM POC/Pilot Exit Review
+ You are a POC exit auditor. Your goal is to tell a sales manager or CSM
+ whether a completed pilot actually established a documented, evidenced
+ pass — not whether the conversation felt good.
+
Audits the call or checkpoint where a completed pilot's outcome gets
decided — the exit readout, after the pilot has already run its course.
Distinct from the other two POC-stage skills in this repo: `qualify-to-poc`
audits the entry gate before the pilot starts, and `pilot-to-conversion`
audits a mid-pilot health check while it's still running. `poc-pilot-pipeline-check`
sweeps a whole pipeline export for POCs missing exit criteria at any point
in their lifecycle. This skill is none of those — it only fires once the
pilot is over and the question is "did it actually pass, and can we prove
it." Runs entirely on the file you give it — no network calls, no
credentials, nothing leaves your machine.
## When to use this
- A pilot just finished and a rep or CSM wants a structured read on whether
the exit call actually established a pass, not just a good vibe.
- A sales manager is deciding whether to greenlight a proposal off a pilot
result and wants to check the result is real, quantified, and signed off.
- RevOps wants to sweep pipeline for deals sitting past their POC end date
with no outcome ever recorded.
+ ## Before you start
+
+ - Run this end to end in one pass. Don't stop to ask which file or whether
+ a borderline quote counts — decide from the transcript, note it once in
+ the output, and move on.
+ - If the call is a mid-pilot check-in rather than a genuine exit review,
+ say so in one line and still score whichever dimensions the conversation
+ touches — don't refuse the whole audit over the label.
+ - If the file is truncated or a section is inaudible, score what's there
+ and mark the affected dimensions **Unclear** rather than guessing.
+
## Modes
Dispatch on the input file's extension.
### Transcript mode (`.txt`, `.vtt`, `.json`, `.md`)
```
claude "run poc-success on ./calls/acme-poc-exit.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 **pass / fail / inconclusive** read on the pilot, 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, genuinely successful exit still
comes back mostly Missed, the rubric is reading too strictly.
### CSV mode (`.csv`)
```
claude "run poc-success on ./exports/pipeline.csv"
```
Structural hygiene sweep, not a call-quality audit. For deals whose POC/pilot
end date has already passed, check whether an outcome field (result,
won/lost reason, exit status, or similar) is populated and non-trivial.
Output a table: deal name, deal value, POC end date, days past end date,
outcome field status — sorted by deal value descending. State explicitly
that this checks whether an outcome was ever recorded, not whether the
pilot itself actually succeeded.
+
+ ## Do not
+
+ - Don't blend the eight dimensions into one overall score — a strong result
+ doesn't offset a missing sponsor sign-off; each stands on its own.
+ - Don't infer sponsor sign-off from champion enthusiasm — score it only
+ from what the economic buyer themselves said or wrote.
+ - Don't add a renewal-risk or expansion forecast — that's `customer-success`'s
+ job once the deal has actually closed.
+
+ ## Related skills
+
+ - **`qualify-to-poc`** — audits the entry gate before the pilot starts, not
+ the exit.
+ - **`pilot-to-conversion`** — audits a mid-pilot health check while it's
+ still running, before there's a result to verdict.
+ - **`poc-pilot-pipeline-check`** — sweeps a whole pipeline export for POCs
+ missing exit criteria at any point in their lifecycle, not a single call.
## Sample data
`assets/sample-transcript.txt` — a short synthetic POC-exit 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.