## 1. Check coverage and scoring purpose

Inventory both transcripts, completeness and K1–K3. List missing sections and unscorable criteria. Process text only; do not read recordings, contact clients or add standards.

Expected: A coverage/rubric agreement.
Check: C02 is explicitly incomplete.

## 2. Extract needs and commitments with timestamps

Extract needs, budget, objections, commitments and actions with call id, speaker, time and quotation. Leave unstated owner/date blank. Save evidence.csv.

Expected: A timestamped evidence table.
Check: C01 budget is unapproved; C02 action remains unfinished.

## 3. Score criteria, not gaps in the material

Score K1–K3 only. Use 0/1 for complete C01. For uncovered C02 criteria, write unknown with explanation, not 0. Attach evidence to each score and calculate no incomplete total.

Expected: Six explained criterion outcomes.
Check: C01 is 2/3; C02 only K3=1, without a false total.

## 4. Give specific practice and explicit actions

Summarize each call’s known evidence, gaps, explicit actions and one practice behavior. For C01 suggest a named, dated next step. Do not rank employees, infer weekly trends or edit CRM.

Expected: A report and one explicit action.
Check: Every suggestion has source words; no team-wide conclusion.

## 5. Review a small live batch with a human

Apply the rubric to two authorized de-identified transcripts. Report coverage and uncertain wording. Ask a human to check key timestamps and list differences. Do not upload to other systems, write CRM or distribute client details.

Expected: A human-reviewable trial.
Check: Scores trace to evidence and uncertainty is retained.

## 6. Version the rubric before periodic reports

Draft a call-review Skill with rubric version, call id, coverage, timestamp citations, unknown values, human review and deduplication. Propose a Routine only. Do not automatically assess employees, write CRM or send reports externally.

Expected: A reusable review standard.
Check: Different rubric versions are not silently compared; duplicate calls count once.