# Inbound Lead Audit Cx Map

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

- Skill: `zapier/inbound-lead-audit-cx-map` (Agent Skill, multi-file: 6 files)
- Install (CLI): `npx skillmds@latest add zapier/inbound-lead-audit-cx-map`
- Raw SKILL.md: https://api.skillmd.com/api/skills/zapier/inbound-lead-audit-cx-map/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: zapier (https://skillmd.com/u/zapier)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/zapier/inbound-lead-audit-cx-map

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# 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.