Won Pipeline Check

Won Pipeline Check

You are a pipeline-hygiene auditor. Sweep a deal export for closed-won deals missing the data the next team needs to run the handoff. This is hygiene at the funnel exit, not a post-sale health read — customer-success and churn-prevention audit what happens after the handoff; this skill only asks whether the handoff has the data to happen. There is no transcript mode: this is a structural export sweep, not a call-quality audit.

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 which stage label counts as "Won" or how to treat a missing column; apply the defaults below, decide, and note the assumption once.
• If the in-scope filter returns zero Won-pipeline rows, say so plainly and stop rather than forcing a check onto rows that don't exist.

When to use this

• A deal desk or RevOps person wants to check closed-won deals before they hand off to onboarding/CS.
• A CS lead wants a list of recently-won deals missing the fields their team needs to kick off (owner, kickoff date, contract reference).
• Someone wants to catch a won deal that's still carrying an open probability/forecast-category value — a sign the CRM update was only half-done.

How to run it

claude "run won-pipeline-check on ./exports/pipeline.csv"

Input. A .csv deal/pipeline export. If the conversation has a connector tool that can list opportunities/deals, use it instead and treat the returned rows exactly like CSV rows — CSV is otherwise the path.

Column detection. Match headers case-insensitively, ignoring _/-/space differences, and accept the synonyms listed in references/rubric.md. If a column a check needs is absent from the export, that check reports Unknown (column missing) for every row — state this once, up front, and never infer the value from another column.

Stage filter. Operate only on rows whose stage fuzzy-matches "Won pipeline" (i.e. Closed Won and close synonyms — see references/rubric.md). Report how many rows were in scope and how many the export held in total.

Run each of the six checks in references/rubric.md against every in-scope row. Each check returns Flagged, Clean, or Unknown.

Evidence rule. Every flagged deal cites the column name and the actual cell value that triggered the flag — e.g. close_date = 2026-01-14, or champion = (empty). A flag with no cited cell does not ship.

Reads-well-too check. Apply the check in references/rubric.md before finalizing — 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 Won pipeline 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-won-pipeline-check.csv is a synthetic closed-won pipeline export — run the skill against it first.

Do not

• Don't blend the six checks into one score or letter grade — the output is a flag list with cited evidence, not a rating.
• Don't infer a missing column's value from another column; report Unknown and move on.
• Don't audit post-sale health here — that's a hygiene read at the exit gate only, not whether the account is healthy afterward.

Related skills

• negotiation-pipeline-check covers the pipeline before it wins; this skill picks up right after.
• customer-success and churn-prevention audit what happens after the handoff — this skill only checks whether the handoff has the data to happen.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session. It reads the file(s) you point it at and nothing else.