ai-opportunity-audit
by Roy Yuen
Turn discovery intake into professional, ranked AI automation roadmaps and executive audit reports.
- Generate client-ready AI transformation roadmaps from discovery notes.
- Score and rank automation opportunities based on effort and business impact.
- Produce structured JSON data for AI implementation proposals.
$7
· or 35 creditsSecure checkout via Stripe
Included in download
- Generate client-ready AI transformation roadmaps from discovery notes.
- Score and rank automation opportunities based on effort and business impact.
- Ready for Claude Code
- Includes example output and usage patterns
Sample input
Run an audit for Smith & Co Plumbing. They use HubSpot and Gmail but miss enquiries. Focus on lead intake and quote follow-ups to reduce admin time. Set risk to medium and save to report.md.
Sample output
Recommended: 'Lead Intake Automation' Score: 8.5/10 (Impact: High, Effort: Low) Evidence: Matches pain point 'missed enquiries' and tool 'HubSpot'. Roadmap:
- 30 Days: Automated Gmail-to-HubSpot lead capture.
- 60 Days: Quote follow-up sequencing.
- 90 Days: KPI reporting dashboard via Google Sheets.
ai-opportunity-audit
by Roy Yuen
Turn discovery intake into professional, ranked AI automation roadmaps and executive audit reports.
$7
· or 35 creditsSecure checkout via Stripe
Included in download
- Generate client-ready AI transformation roadmaps from discovery notes.
- Score and rank automation opportunities based on effort and business impact.
- Ready for Claude Code
- Includes example output and usage patterns
- Instant install
Sample input
Run an audit for Smith & Co Plumbing. They use HubSpot and Gmail but miss enquiries. Focus on lead intake and quote follow-ups to reduce admin time. Set risk to medium and save to report.md.
Sample output
Recommended: 'Lead Intake Automation' Score: 8.5/10 (Impact: High, Effort: Low) Evidence: Matches pain point 'missed enquiries' and tool 'HubSpot'. Roadmap:
- 30 Days: Automated Gmail-to-HubSpot lead capture.
- 60 Days: Quote follow-up sequencing.
- 90 Days: KPI reporting dashboard via Google Sheets.
About This Skill
What it does
This skill automates the creation of professional AI Opportunity Audits, transforming structured discovery data into agency-ready consulting deliverables. It takes business inputs—such as workflows, pain points, and existing tech stacks—and generates a ranked recommendation map, a staged 30/60/90-day roadmap, and detailed risk assessments.
Why use this skill
For agencies and consultants, manual discovery analysis is time-consuming and prone to inconsistency. This skill provides a deterministic, evidence-backed framework that ensures every recommendation is tied directly to client-provided data. It helps you move from "initial chat" to "professional proposal" in seconds, maintaining high standards for technical feasibility and business impact without the fluff of generic AI advice.
Supported tools & outputs
- Frameworks: Compatible with Python/PowerShell automation environments.
- Formats: Produces both Markdown (for client presentation) and JSON (for CRM or internal tool ingestion).
- Structure: Follows a strict output contract including executive summaries, prioritized opportunity scoring (impact/effort/readiness), and tooling notes.
By using an evidence-based scoring logic tailored to real-world business workflows like CRM hygiene and lead intake, this skill ensures your advisory services are practical, grounded, and ready for implementation.
Use Cases
- Generate client-ready AI transformation roadmaps from discovery notes.
- Score and rank automation opportunities based on effort and business impact.
- Produce structured JSON data for AI implementation proposals.
- Standardize the pre-sales discovery process for automation agencies.
Known Limitations
- V1 uses a fixed 10-item opportunity catalog.
- No external web crawling or file ingestion.
- Does not calculate specific currency ROI or volume metrics.
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/ai-opportunity-audit -o /tmp/ai-opportunity-audit.zip && unzip -o /tmp/ai-opportunity-audit.zip -d ~/.claude/skills && rm /tmp/ai-opportunity-audit.zipFree skills install directly. Paid skills require purchase - use the download button above after buying.
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Claude Code, OpenClaw, and CLI-based agents supporting Python/PowerShell execution.
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