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    revenue-leak-audit

    by Roy Yuen

    Identify lost leads and sales bottlenecks from CRM exports and discovery notes with a deterministic audit tool.

    Updated May 2026
    Security scanned
    One-time purchase

    $6

    One-time purchase

    ⚡ Also available via Agensi MCP — your AI agent can load this skill on demand via MCP. Learn more →

    Included in download

    • Identify high-value leads with no follow-up or clear ownership
    • Detect CRM hygiene gaps and stale pipeline stages automatically
    • Includes example output and usage patterns
    • Instant install
    • One-time purchase

    See it in action

    REVENUE LEAK AUDIT SUMMARY
- 12 leads tagged 'Hot' with no follow-up > 5 days.
- 40% of Q3 leads have no clear owner assigned.
- $14k estimated leak from circular pipeline stages.
RECOMMENDATION: Implement automated 'Stale Lead' notifications in Slack for the account team.

    About This Skill

    What it does

    The Revenue Leak Audit skill transforms fragmented agency sales data—such as discovery notes, CRM exports, and lead lists—into a structured, client-ready audit report. It identifies exactly where revenue is slipping through the cracks due to poor follow-up, stale pipeline stages, or CRM hygiene gaps.

    Why use this skill

    Manually auditing a client's sales process is time-consuming and prone to oversight. This skill automates the data normalization process and runs a deterministic analysis to find high-impact quick fixes. Unlike a general AI prompt, it follows a strict output contract to ensure findings are grounded in evidence rather than "hallucinated" revenue figures, making the resulting report high-stakes delivery ready.

    Supported tools

    Built for agency operators and technical consultants, this skill utilizes a Python-based CLI to generate both structured JSON for further automation and user-friendly Markdown for direct presentation. It supports data inputs from almost any sales context, including raw inbox summaries and CRM exports.

    The Output

    You receive a professional audit prioritizing ownership gaps, missed follow-ups, and automation opportunities. When data is missing, the skill explicitly lists its assumptions, ensuring the audit remains defensible during client presentations.

    Use Cases

    • Identify high-value leads with no follow-up or clear ownership
    • Detect CRM hygiene gaps and stale pipeline stages automatically
    • Generate professional Markdown audit reports for agency client presentations
    • Standardize messy discovery notes into structured revenue opportunity data

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    Security Scanned

    Passed automated security review

    Permissions

    No special permissions declared or detected

    Tags

    agency-operations
    sales-automation
    crm-audit
    revenue-ops
    consulting

    Creator

    Roy Yuen

    Frequently Asked Questions

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