# prospect-audit > Generate full prospect audit as a sales tool before demos. Combines company research, CRO audit, and person intel into a presentable document with talking points and opportunity sizing. - Skill: `ekatasingh1107/prospect-audit` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds add ekatasingh1107/prospect-audit` - Raw SKILL.md: https://api.skillmd.com/api/skills/ekatasingh1107/prospect-audit/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Marketing & Growth - Author: ekatasingh1107 (https://skillmd.com/u/ekatasingh1107) - Updated: 2026-08-19 - Page: https://skillmd.com/skills/ekatasingh1107/prospect-audit --- # Prospect Audit Pre-demo sales preparation tool. Generates a comprehensive audit document for a specific prospect, combining company intelligence, CRO findings, and decision-maker research into a conversation-ready deliverable. Use this before every demo to walk in with authority. ## Prerequisites - `agency.config.json` fully populated with case studies and service offerings - Tool stack configured (Apollo for person research, web access for CRO audit) - Company website must be live and accessible ## Composites & Capabilities Used 1. `company-researcher` -- deep company intelligence gathering 2. `cro-auditor` -- full store audit across all page types 3. `person-researcher` -- decision-maker background and activity 4. `decision-maker-finder` -- identify additional stakeholders ## Phase 0: Intake Accept the following inputs: - **Company name**: the prospect's business name - **Website URL**: their primary website (Shopify store preferred) - **Contact name**: the person the demo is scheduled with - **Demo date**: when the demo is happening Validate that the website is accessible before proceeding. If the site is down or behind a password wall, flag immediately and proceed with company research only. ## Phase 1: Company Deep Dive Execute `company-researcher` with depth: "deep" Gather: - Business overview: what they sell, their positioning, target market - Tech stack: Shopify plan, theme, apps installed, payment providers, analytics tools - Social presence: Instagram followers, engagement rate, LinkedIn company page, Twitter/X - Recent news: funding rounds, product launches, leadership changes, press mentions - Growth signals: hiring activity, new market expansion, ad spend changes - Competitive landscape: who are their direct competitors, how do they compare - Reviews and reputation: Trustpilot, Google reviews, app store reviews if applicable ## Phase 2: CRO Audit Execute `cro-auditor` with depth: "deep" Audit the following areas: - **Homepage**: hero, value proposition, trust signals, navigation, above-the-fold CTA - **Product pages**: imagery, descriptions, variant selection, add-to-cart UX, social proof - **Collection pages**: filtering, sorting, product card design, pagination - **Mobile experience**: responsive behavior, thumb-zone CTA placement, load time - **Cart and checkout**: cart drawer vs page, upsells, trust badges, shipping clarity - **Site speed**: Core Web Vitals, image optimization, script bloat - **SEO basics**: meta titles, descriptions, structured data, internal linking Score each area out of 10. Calculate an overall score. Rank findings by impact (revenue at stake) and effort (implementation complexity). ## Phase 3: Person Research Execute `person-researcher` on the demo contact: - LinkedIn profile summary and headline - Recent LinkedIn posts and articles (last 3 months) - Conference talks, podcast appearances, media quotes - Career trajectory: previous roles, time at current company, promotions - Topics they engage with: what they like, comment on, share - Mutual connections or shared interests - Communication style indicators (formal vs casual, data-driven vs narrative) ## Phase 4: Compile Audit Document Structure the output as a presentable audit: ``` PROSPECT AUDIT: [Company Name] Prepared for: [Contact Name], [Title] Date: [Demo Date] Prepared by: Plasho === EXECUTIVE SUMMARY === [2-3 sentence overview: what the company does, what we found, what's at stake] === COMPANY OVERVIEW === - Business: [summary] - Platform: [tech stack] - Team: [size if discoverable] - Recent news: [funding, launches, hires] - Social footprint: [Instagram Nk, LinkedIn Nk] === STORE AUDIT FINDINGS === Overall Score: X/10 Finding 1: [Issue Title] - What: [Description of the issue] - Impact: [What it's costing them -- quantified where possible] - Fix: [Specific recommendation] - Effort: [Low / Medium / High] - Priority: [P1 / P2 / P3] Finding 2: [Issue Title] - What: [Description] - Impact: [Cost] - Fix: [Recommendation] - Effort: [Level] - Priority: [Level] [Continue for top 5-7 findings, ordered by impact] === STRENGTHS === - [What they're doing well -- always start the conversation positive] - [Specific things to compliment] - [Areas where they're ahead of competitors] === OPPORTUNITY SIZING === Based on industry benchmarks: - Current estimated conversion rate: X% - Potential with fixes: Y% - Revenue impact: Z% increase in online revenue - If monthly revenue is ~$A, the gap is ~$B/month === RELEVANT CASE STUDY === [Most relevant case study from agency.config.json case_studies] - Client: [name] - Challenge: [what they faced] - Solution: [what was done] - Result: [metrics and outcomes] - Relevance: [why this matters to the prospect] === TALKING POINTS FOR DEMO === 1. [Personalized opening based on person-researcher -- reference their recent post or talk] 2. [Key finding to lead with -- the highest-impact issue from the audit] 3. [Discovery question to ask them -- something that shows you've done homework] 4. [Case study to reference -- tie it to their specific situation] 5. [CTA / next step to propose -- clear, specific, time-bound] ``` ## Phase 5: Output Return the audit in two formats: 1. **Structured text**: the full document as formatted above, ready to read or paste 2. **JSON**: machine-readable version with all fields for programmatic use or CRM storage ```json { "company": { "name": "", "website": "", "industry": "", "tech_stack": [], "social": {}, "news": [] }, "contact": { "name": "", "title": "", "linkedin": "", "talking_points": [] }, "audit": { "overall_score": 0, "findings": [], "strengths": [], "opportunity": {} }, "demo_prep": { "opening": "", "key_finding": "", "discovery_question": "", "case_study": "", "cta": "" } } ``` Optionally: save the audit to CRM notes for the lead, and export as HTML for sharing with the team. ## Example Usage **Trigger phrases:** - "Audit [company] before my demo" - "Prep for demo with [contact] at [company]" - "Run prospect audit for [website]" - "Generate sales prep for tomorrow's demo"