deal-to-outcome-tracing

Community

Trace closed deals to CS outcomes with OCV

Authort0ddc3by
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Deal-to-outcome tracing turns closed-won deal context into a longitudinal, evidence-backed view of how the promised customer outcomes progress in Customer Success.

Core Features & Use Cases

  • At-deal catalog completeness checks: verifies referenced OCV entries are present, trigger conditions match the account reality, and the measurement source is accessible post-close.
  • Checkpoint rubric assessments (30/60/90/180d): assigns L0–L3 rubric levels per account-OCV entry based on observable CS platform, product usage trends, and CRM activity, aligned to the OCV-defined milestone.
  • Confidence-aware structural fallback: if the OCV catalog is missing, it switches to structural risk signals and labels the result as low confidence rather than implying verified outcomes.

Quick Start

Ask for an account’s deal-to-outcome trace using: “Track outcomes for Acme and tell me its L0–L3 rubric level at the next 90-day checkpoint.”

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: deal-to-outcome-tracing
Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#deal-to-outcome-tracing

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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