New Business Registration

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.