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💼BusinessAdvancedAll AIs

Write a Compelling Client Audit for a Consulting Firm

Structured prompt to generate a comprehensive client audit for a B2B consulting firm.

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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:

  1. Executive Summary (max 1 page): synthesis of key findings, issues, priority recommendations, and expected ROI.
  2. 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
  3. Data and KPI Analysis:
    • CAC, LTV, LTV/CAC ratio
    • Current lead scoring: relevance, segmentation
    • Campaign effectiveness: ROI of marketing actions
  4. Competitive Analysis: positioning, strengths/weaknesses, opportunities (SWOT)
  5. 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
  6. 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.

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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

Prepare an audit for a new client in the prospecting phaseStructure an annual review for an existing clientConduct an express diagnosis for a workshop

Expected Output

A structured audit report with executive summary, diagnosis, quantified recommendations, and action plan.

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