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Sales
Skill

/mmpe-ai-audit-account-report

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

BOOST
From plugin
gtm-cheat-codes
34321 skills
Install
$ npx -y skills add zapier/gtm-cheat-codes --skill mmpe-ai-audit-account-report --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/mmpe-ai-audit-account-report

Context preview

The summary Claude sees to decide when to auto-load this skill.

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

SKILL.md

mmpe-ai-audit-account-report.SKILL.md
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.
Ships withgtm-cheat-codes

The coding-agent skills Zapier GTM teams use to turn scattered context into reviewable work products.

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