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inbound-lead-audit-cx-map

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

Skill by zapierOfficial

IndexedMIT★ 351
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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/zapier-inbound-lead-audit-cx-map

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

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

Use cases: security, sales

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/inbound-lead-audit-cx-map

What's inside

Skill name
inbound-lead-audit-cx-map
Description
Audit inbound lead handling and map the customer experience from source event to follow-up outcome.
License
MIT
Instructions
25 lines in SKILL.md · view on GitHub

Files (6)

  • ONBOARDING-PROMPT.md
  • README.md
  • SCHEMA-MAP.md
  • SETUP.md
  • SKILL.md
  • metadata.yaml

SKILL.md (first lines)

# 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

1. Identify the lead source and current-cycle event.
2. Review CRM timeline, owner assignment, outreach, meeting status, and routing evidence.
3. Distinguish automated touches from real human follow-up.
4. Map the customer experience in plain language.
5. 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.

From zapier/gtm-cheat-codes, MIT.

More from zapier/gtm-cheat-codes

Signals

Stars
351
Forks
21
Open issues
0
Last commit (this folder)
May 19, 2026 (5 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

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Done for you

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Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.

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Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.

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Cite this page

inbound-lead-audit-cx-map skill. Agent Mart. https://agentmart.dev/skills/zapier-inbound-lead-audit-cx-map (last updated 2026-10-24)