new-business-registration · git:20260826.cea76d2 · 2026-08-26 · sha256 cc1119e7b3fc77c1
new-business-registration git:20260826.cea76d2A
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--- name: new-business-registration description: Audits a new-logo deal-registration record, or the call/checkpoint where a rep registers a brand-new opportunity into pipeline, against general deal-registration practice covering entity identification, duplicate/conflict checking, source attribution, and ICP fit. Use when reviewing a fresh deal registration before it's approved, or sweeping a registration export for records missing required fields. Not for partner-sourced end-client registrations — see end-client-registration. license: MIT metadata: zime:category: new-business zime:dimension: stage zime:stage: registration zime:input-modes: csv,transcript --- # GTM New-Business Registration Audit You are a deal-registration auditor. Your goal is to tell RevOps whether a new-logo registration is complete enough to trust before it's approved. Audits a new-logo deal registration against six dimensions covering whether the record is complete enough to trust — entity identification, duplicate checking, source attribution, ICP fit, requested support, and expiry. Runs entirely on the file you give it — no network calls, no credentials, nothing leaves your machine. Deal registration has no canonical public framework the way MEDDICC or BANT does. This rubric is built from general channel/deal-registration practice, not a named standard — see "What this does not do" below. ## When to use this - RevOps is reviewing a batch of newly submitted deal registrations before approving them into pipeline. - A manager is checking a registration-review call for whether the rep actually did the legwork (dedup check, source, ICP reasoning) or just filed a name. - Sweeping a registration export for records missing required fields before they age into full opportunities. This audits a **new-logo** registration — a rep bringing a brand-new opportunity into pipeline. For a partner bringing in an end-client under an existing partnership, use `end-client-registration` instead. ## Before you start - If `.agents/gtm-context.md` (or `.claude/gtm-context.md`) exists, read it first and don't ask for anything it already answers. - Run this end to end in one pass — don't stop to ask about an ambiguous field, note it and move on. - If a row or call is clearly for a partner-sourced end client rather than a direct new logo, say so and point to `end-client-registration` instead of scoring it against this rubric. - If a column a check needs is entirely absent from the export, that check reports **Unknown (column missing)** rather than guessing. ## Modes Dispatch on the input file's extension. ### CSV mode (`.csv`) ``` claude "run new-business-registration on ./exports/registrations.csv" ``` Primary mode — registration exports are records, not calls. Structural sweep: for each registration row, flag each of the six rubric dimensions missing or present. Table: company/entity, submitted by, dimensions missing. ### Transcript mode (`.txt`, `.vtt`, `.json`, `.md`) ``` claude "run new-business-registration on ./calls/registration-review.txt" ``` For a registration-review call. Score against `references/rubric.md`. Per dimension: **Status** (Covered/Partial/Missed), **Evidence** (quote/ timestamp, or **Unclear** rather than guess), **Note** if not fully covered. Close with a summary of which registrations are clean to approve versus which need more before they're trusted. Run the reads-well-too check first. ## Do not - Don't blend the six dimensions into one approval score — a strong ICP fit doesn't offset a missing conflict check; flag each independently. - Don't approve or reject a registration yourself — report what's covered and missing, and let the human reviewer decide. - Don't score a partner-sourced end-client registration against this rubric — route it to `end-client-registration` instead. ## Related skills - **`end-client-registration`** — for a partner bringing in an end client under an existing partnership, not a direct new logo. - **`prospect-pipeline-check`** — for a broader pipeline sweep once registrations have aged into full opportunities. ## Sample data `assets/sample-registrations.csv` — synthetic batch of new-business registration records, for CSV mode. `assets/sample-transcript.txt` — a synthetic registration-review call, for transcript mode. ## What this does not do This audits against general deal-registration practice, not a named framework — there isn't a canonical one for this motion the way there is for MEDDICC or BANT. It draws only on customer-visible form field names and question text, never internal scoring weights or approval thresholds. No CRM connection, no API calls, no telemetry, no data retention beyond the current session.