Revenue Leak Audit
by Roy Yuen
Identify lost leads and sales bottlenecks from CRM exports and discovery notes with a deterministic audit tool.
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See it in action
You say
Run a revenue leak audit on the Q3 CRM export and my sales discovery notes to find missed follow-ups and unassigned leads.
Your agent does
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.
What you get
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.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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