Inbound lead audit cx map

Inbound lead audit cx map

Skill zapier/gtm-cheat-codes/skills/gtm-ops/inbound-lead-audit-cx-map

Audit inbound lead handling and map the customer experience from source event to follow-up outcome.From its SKILL.md

Install

npx -y skills add zapier/gtm-cheat-codes --skill inbound-lead-audit-cx-map

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.1 KB, 206 tokens by cl100k_base, as published. Nobody here has run it

Inbound Lead Audit + CX Map

Use this skill to inspect how an inbound lead or hand-raiser was treated and produce an action-focused summary.

Workflow

Identify the lead source and current-cycle event.
Review CRM timeline, owner assignment, outreach, meeting status, and routing evidence.
Distinguish automated touches from real human follow-up.
Map the customer experience in plain language.
Recommend the next owner action and any process fix.

Zapier MCP And SDK Role

Use Zapier MCP to read CRM timelines, routing evidence, tracker rows, meeting status, and collaboration context.
Use Zapier SDK for scheduled audits, tracker updates, issue logging, and approval-routed summaries.
Keep rep escalations and source-of-truth writes human-reviewed.

Guardrails

Do not count historical meetings from prior cycles as current-cycle success.
Do not infer human outreach from automation enrollment alone.
Keep any screenshots, lead data, and source URLs private.