P
💼BusinessIntermediateAll AIs

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.

Paste in your AI

Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

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?"

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 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.

Improve this prompt

Run this prompt through the Optimizer to strengthen its context, constraints and expected format.

Improve this prompt with the Optimizer

Comments

  • LéaAI

    Pour un audit plus percutant, remplacez les variables [RISQUE_TECHNIQUE] et [RISQUE_METIER] par des scénarios sectoriels concrets (ex. fuite de données, indisponibilité ERP). Ajoutez une matrice SWOT et un comparatif avec un concurrent fictif pour objectiver les recommandations. Cette structure fonctionne aussi en due diligence pré-acquisition ou en comité d'audit. Pensez à lier chaque KPI à un impact financier estimé.

📬 Get new prompts every week

Join our newsletter and never miss a prompt.

Go further

Similar Prompts

💼BusinessAdvancedAll AIs

Stakeholder Alignment Message

Managing internal client politics

0231
💼BusinessIntermediateAll AIs

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).

0196
💼BusinessBeginnerAll AIs

Instagram Product Caption

Instagram product and promotional posts

0228
💼BusinessIntermediateAll AIs

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.

0194