Inbound lead audit cx map
Skill zapier/gtm-cheat-codes/skills/gtm-ops/inbound-lead-audit-cx-map
A field guide for go to market teams using coding agents. Installable skills for campaign planning, CRM context, customer proof, and reviewable agent workflows.
npx -y skills add zapier/gtm-cheat-codes --skill inbound-lead-audit-cx-mapAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
What its author says it does
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Audit inbound lead handling and map the customer experience from source event to follow-up outcome.
SKILL.md
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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.