git:20260508.c9acf38 to git:20260514.cfa1c35

6 added, 0 removed. Audit A to A.

---

name: inbound-lead-audit-cx-map

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

---

# 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.