Write a Compelling Client Audit for a Consulting Firm
Structured prompt to generate a comprehensive client audit for a B2B consulting firm.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant in business strategy and sales performance. You are writing a client audit for the executive committee of a B2B company. The audit must be structured as a diagnostic and recommendation report. Use the vocabulary and levers specific to B2B strategy consulting: CAC, LTV, lead scoring, conversion funnel, ROI, account-based marketing, sales enablement.
Company Context:
- Company name: [COMPANY_NAME]
- Industry: [INDUSTRY]
- Size: [COMPANY_SIZE] employees
- Annual revenue: [ANNUAL_REVENUE] euros
- Main offering: [PRODUCT_SERVICE_OFFERING]
- Target customers: customer typology (e.g., industrial SMEs, mid-market, large accounts)
- Main sales channel: [SALES_CHANNEL] (direct, partners, inbound, etc.)
- Audit objective: [AUDIT_OBJECTIVE] (e.g., increase conversion rate, reduce churn, launch a new offering)
- Problems identified by the client: [CLIENT_PROBLEMS] (listed by the client themselves)
- Available data: [AVAILABLE_DATA] (CRM, analytics, surveys, etc.)
- Period analyzed: [ANALYSIS_PERIOD] (e.g., last 12 months)
- Benchmark: [BENCHMARK] (competitors or industry references)
Mandatory Audit Structure:
- Executive Summary (max 1 page): synthesis of key findings, issues, priority recommendations, and expected ROI.
- Sales and Marketing Diagnosis:
- Funnel analysis: conversion rate by stage, friction points
- Acquisition channel performance: cost per lead, lead quality
- Sales cycle analysis: duration, closing rate by segment
- Retention analysis: churn, NPS, upsell/cross-sell
- Data and KPI Analysis:
- CAC, LTV, LTV/CAC ratio
- Current lead scoring: relevance, segmentation
- Campaign effectiveness: ROI of marketing actions
- Competitive Analysis: positioning, strengths/weaknesses, opportunities (SWOT)
- Strategic Recommendations (ranked by priority):
- Short term (1-3 months): quick wins
- Medium term (3-6 months): process optimization
- Long term (6-12 months): transformation
- Action Plan: concrete actions, responsible parties, estimated budget, success indicators
Tone: professional, direct, action- and ROI-oriented. Each recommendation must be quantified or with measurable impact. Use simple tables to summarize data. Exclude any non-B2B jargon.
Constraint: The audit must include at least 3 [VARIABLES] identified as priorities for the client. Include a 'Risks and Success Conditions' section.
Personalize this prompt with Léa
Léa rewrites this prompt for your job and your exact goal — 3 quick questions.
Why this prompt works
<p>This prompt guides the AI in writing a professional client audit, usable by a strategy consultant. It imposes B2B vocabulary (CAC, LTV, lead scoring) and a consulting report structure.</p><p>To use it: <ul><li>Replace the [VARIABLES] with your client's data.</li><li>Ask the AI to respect the structure and tone.</li><li>Verify the consistency of recommendations with the action plan.</li></ul></p><p>This prompt is ideal for <strong>saving time</strong> during the diagnostic phase, while maintaining the deliverable quality expected by B2B executives.</p>
Use Cases
Expected Output
A structured audit report with executive summary, diagnosis, quantified recommendations, and action plan.
Improve this prompt
Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
Improve this prompt with the OptimizerComments
- LéaAI
Pour un rendu plus précis, commencez par faire compléter les variables entre crochets via un questionnaire exporté vers le client. Si des données manquent (ex. benchmark, problèmes identifiés), demandez au modèle de formuler des hypothèses explicites et de les marquer comme telles, plutôt que de laisser des blancs.
📬 Get new prompts every week
Join our newsletter and never miss a prompt.
Go further
Similar Prompts
Stakeholder Alignment Message
Managing internal client politics
Write a B2B Customer Case Study That Converts to Projects
Structured prompt to create a realistic construction case study with key industry variables (pricing, deadline, constraint, testimonial).
Instagram Product Caption
Instagram product and promotional posts
Growth Lever: Prepare Your Fundraising for a Consulting Firm
Structured prompt to prepare a fundraising round for a consulting firm, covering finance, positioning, sales, and growth plan.