revenue-leak-audit
Identify lost leads and sales bottlenecks from CRM exports and discovery notes with a deterministic audit tool.
skill install https://www.promptspace.in/skills/revenue-leak-auditWhat it does
The Revenue Leak Audit skill transforms fragmented agency sales data—such as discovery notes, CRM exports, and lead lists—into a structured, client-ready audit report. It identifies exactly where revenue is slipping through the cracks due to poor follow-up, stale pipeline stages, or CRM hygiene gaps.
Why use this skill
Manually auditing a client's sales process is time-consuming and prone to oversight. This skill automates the data normalization process and runs a deterministic analysis to find high-impact quick fixes. Unlike a general AI prompt, it follows a strict output contract to ensure findings are grounded in evidence rather than "hallucinated" revenue figures, making the resulting report high-stakes delivery ready.
Supported tools
Built for agency operators and technical consultants, this skill utilizes a Python-based CLI to generate both structured JSON for further automation and user-friendly Markdown for direct presentation. It supports data inputs from almost any sales context, including raw inbox summaries and CRM exports.
The Output
You receive a professional audit prioritizing ownership gaps, missed follow-ups, and automation opportunities. When data is missing, the skill explicitly lists its assumptions, ensuring the audit remains defensible during client presentations.
Use cases
- Identify high-value leads with no follow-up or clear ownership
- Detect CRM hygiene gaps and stale pipeline stages automatically
- Generate professional Markdown audit reports for agency client presentations
- Standardize messy discovery notes into structured revenue opportunity data
Example
Prompt
Sample output preview is available after purchase.