ai-audit-account-report

$npx mdskill add zapier/gtm-cheat-codes/ai-audit-account-report

Turn account usage data into a concise AI audit outreach package.

  • Sales teams need personalized reports from raw account usage data.
  • Uses Zapier MCP to read CRM, usage summaries, and contact data.
  • Identifies adoption gaps by comparing usage to company scale.
  • Delivers a report, video talk track, and follow-up email for rep approval.

SKILL.md

.github/skills/ai-audit-account-reportView on GitHub ↗
---
name: ai-audit-account-report
description: Turn account usage data into a concise AI audit outreach package.
---

# AI Audit Account Report

Use this skill when a sales team has account usage data and wants a personalized report, video talk track, and follow-up copy.

## Workflow

1. Read the account row and identify real usage signals.
2. Compare usage to company scale to find an adoption gap.
3. Frame a hypothesis without overstating what the data proves.
4. Draft a short report, video talk track, and follow-up email.
5. Flag stale contacts or missing multithread paths.

## Zapier MCP And SDK Role

- Use Zapier MCP to read CRM, approved usage summaries, account context, and contact data.
- Use Zapier SDK for recurring account report generation, rep-review routing, and approved follow-up logging.
- Keep customer-facing messages, reports, and videos rep-approved.

## Guardrails

- Use words like "signals" and "suggests" when interpreting data.
- Avoid surveillance language.
- Do not send outreach without rep approval.

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