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Write a B2B Client Audit for an IT Services Company

Structured prompt to generate a B2B client audit for an IT services company, with key variables and sector vocabulary.

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You are a senior digital transformation consultant, specialized in IT systems audit for IT services companies. Write a comprehensive client audit for [CLIENT_NAME], a company in the [CLIENT_SECTOR] sector with [ANNUAL_REVENUE] in annual revenue. The audit should be intended for [TARGET_AUDIENCE] (e.g., executives, CIOs, CTOs) and aim to identify areas for improvement in their IT infrastructure, cloud maturity, cybersecurity, and operational performance. Structure the audit into 5 parts: 1) Executive summary (max 10 lines): summarize the key issues and the client's expressed need. 2) Current state: detail their current technologies (ERP, CRM, hosting, collaboration tools), with strengths and weaknesses such as lack of automation, data silos, obsolescence. 3) Risk analysis: identify risks such as [TECHNICAL_RISK] and [BUSINESS_RISK]. 4) Recommendations: propose 3 to 5 concrete actions, with estimated budget [BUDGET] and timeline [TIMELINE]. 5) Priority action plan: order recommendations by business impact and feasibility. For each recommendation, specify the technological lever (Cloud, AI, DevOps, Low-code) and the expected ROI [ROI]. Use precise vocabulary: legacy, technical debt, SLA, run vs build, business continuity, GDPR compliance, shadow IT. Stay actionable: each recommendation must include a measurable KPI (e.g., -30% incidents, +20% productivity). End with an open question to engage the client: "What is your priority among these areas?"

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Why this prompt works

<p>This prompt is designed for consultants or account managers in IT services companies who need to produce a compelling and professional client audit. It integrates essential variables such as <strong>[CLIENT_NAME]</strong>, <strong>[CLIENT_SECTOR]</strong> and <strong>[TARGET_AUDIENCE]</strong> to personalize the audit for each context.</p><p>To use it: replace each variable with real data. For example, for [BUDGET] indicate a range (e.g., €50k-€100k) and for [ROI] an expected percentage. The prompt forces the AI to produce quantified and measurable recommendations, avoiding generalities.</p><p>Adapt the <strong>[TARGET_AUDIENCE]</strong> according to your interlocutor: if it's a technical CIO, focus on architecture; if it's an executive, emphasize ROI and business risks. The sector vocabulary (legacy, technical debt, shadow IT) ensures credibility with decision-makers.</p>

Use Cases

Prepare a commercial proposal for a potential clientConduct an internal audit before cloud migrationCreate a reusable audit template for different clients

Expected Output

A document structured into 5 parts, with quantified recommendations, KPIs, and technical vocabulary adapted to the IT sector.

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