Generate full prospect audit as a sales tool before demos. Combines company research, CRO audit, and person intel into a presentable document with talking points and opportunity sizing.
Pre-demo sales preparation tool. Generates a comprehensive audit document for a specific prospect, combining company intelligence, CRO findings, and decision-maker research into a conversation-ready deliverable. Use this before every demo to walk in with authority.
agency.config.json fully populated with case studies and service offeringscompany-researcher -- deep company intelligence gatheringcro-auditor -- full store audit across all page typesperson-researcher -- decision-maker background and activitydecision-maker-finder -- identify additional stakeholdersAccept the following inputs:
Validate that the website is accessible before proceeding. If the site is down or behind a password wall, flag immediately and proceed with company research only.
Execute company-researcher with depth: "deep"
Gather:
Execute cro-auditor with depth: "deep"
Audit the following areas:
Score each area out of 10. Calculate an overall score. Rank findings by impact (revenue at stake) and effort (implementation complexity).
Execute person-researcher on the demo contact:
Structure the output as a presentable audit:
PROSPECT AUDIT: [Company Name]
Prepared for: [Contact Name], [Title]
Date: [Demo Date]
Prepared by: Plasho
=== EXECUTIVE SUMMARY ===
[2-3 sentence overview: what the company does, what we found, what's at stake]
=== COMPANY OVERVIEW ===
- Business: [summary]
- Platform: [tech stack]
- Team: [size if discoverable]
- Recent news: [funding, launches, hires]
- Social footprint: [Instagram Nk, LinkedIn Nk]
=== STORE AUDIT FINDINGS ===
Overall Score: X/10
Finding 1: [Issue Title]
- What: [Description of the issue]
- Impact: [What it's costing them -- quantified where possible]
- Fix: [Specific recommendation]
- Effort: [Low / Medium / High]
- Priority: [P1 / P2 / P3]
Finding 2: [Issue Title]
- What: [Description]
- Impact: [Cost]
- Fix: [Recommendation]
- Effort: [Level]
- Priority: [Level]
[Continue for top 5-7 findings, ordered by impact]
=== STRENGTHS ===
- [What they're doing well -- always start the conversation positive]
- [Specific things to compliment]
- [Areas where they're ahead of competitors]
=== OPPORTUNITY SIZING ===
Based on industry benchmarks:
- Current estimated conversion rate: X%
- Potential with fixes: Y%
- Revenue impact: Z% increase in online revenue
- If monthly revenue is ~$A, the gap is ~$B/month
=== RELEVANT CASE STUDY ===
[Most relevant case study from agency.config.json case_studies]
- Client: [name]
- Challenge: [what they faced]
- Solution: [what was done]
- Result: [metrics and outcomes]
- Relevance: [why this matters to the prospect]
=== TALKING POINTS FOR DEMO ===
1. [Personalized opening based on person-researcher -- reference their recent post or talk]
2. [Key finding to lead with -- the highest-impact issue from the audit]
3. [Discovery question to ask them -- something that shows you've done homework]
4. [Case study to reference -- tie it to their specific situation]
5. [CTA / next step to propose -- clear, specific, time-bound]
Return the audit in two formats:
{
"company": {
"name": "",
"website": "",
"industry": "",
"tech_stack": [],
"social": {},
"news": []
},
"contact": {
"name": "",
"title": "",
"linkedin": "",
"talking_points": []
},
"audit": {
"overall_score": 0,
"findings": [],
"strengths": [],
"opportunity": {}
},
"demo_prep": {
"opening": "",
"key_finding": "",
"discovery_question": "",
"case_study": "",
"cta": ""
}
}
Optionally: save the audit to CRM notes for the lead, and export as HTML for sharing with the team.
Trigger phrases: