Inbound Lead Audit Cx Map Agent Skill
Audit inbound lead handling and map the customer experience from source event to follow-up outcome.
Install
one command, takes just this skill from the repositorynpx skills add https://github.com/zapier/gtm-cheat-codes --skill inbound-lead-audit-cx-mapThe instruction itself
4 sections, as written by the authorInbound 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.
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How to use it
Take zapier/inbound-lead-audit-cx-map from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.