Inbound Lead Audit + CX Map

SkillProductivity

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

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Inbound Lead Audit + CX Map skill

What this skill tells your AI

The instructions your AI receives, as published by zapier/gtm-cheat-codes in skills/gtm-ops/inbound-lead-audit-cx-map/SKILL.md and read by ahel’s review.

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.

Signals

GitHub stars
336
Forks
18
Last commit
Jul 2026
Advanced
Catalog kind
skill
Gateway key
inbound-lead-audit-cx-map
Source
github.com/zapier/gtm-cheat-codes