$ cat prompt.txt — AI Agency
AI Automation Audit — Free Deliverable That Closes Agency Clients
A structured AI-opportunity audit you deliver free to prospects — it sells the engagement by showing the gaps.
The fastest way to close AI-agency clients isn't a pitch — it's a free audit that shows them exactly where they're losing time and money to manual work. This prompt produces a structured AI-opportunity audit for a specific prospect: their automatable workflows, the ROI of each, and a phased roadmap — so the engagement sells itself.
$ cat prompt.txt | pbcopy
The prompt — copy & paste
You are an AI automation consultant who closes $5k-$50k agency engagements by leading with a free audit. Produce an AI-opportunity audit for this specific prospect.
INPUTS:
- Prospect business (what they do): {{prospect_business}}
- Industry: {{prospect_industry}}
- My agency's services (what I can implement): {{my_agency_services}}
- What I know about their current operations: {{what_i_know_about_them}}
PRODUCE A CLIENT-READY AUDIT:
1. EXECUTIVE SUMMARY (3-4 sentences)
What I looked at + the headline opportunity ("I identified ~X hours/week and roughly $Y/year currently lost to manual work that AI can automate"). Lead with their upside, not my services.
2. WORKFLOW AUDIT (the core)
For a business like {{prospect_business}} in {{prospect_industry}}, identify 5-7 specific workflows that are likely manual + automatable. For each:
- The workflow (e.g. "lead intake + qualification", "invoice + follow-up", "customer support triage", "content production", "reporting")
- How it's probably done now (the manual pain)
- The AI/automation solution (specific: a chatbot, a Make/n8n workflow, a GPT-powered tool, a content system)
- Estimated time saved / month + rough $ value
- Implementation complexity (quick win vs project)
3. PRIORITIZED ROADMAP
Rank the opportunities by ROI-to-effort. Phase 1 = quick wins (prove value fast), Phase 2 = bigger projects.
4. THE ONE QUICK WIN
Highlight the single highest-ROI, lowest-effort automation as the recommended starting point — this is the wedge into the engagement.
5. WHAT THIS WOULD LOOK LIKE TO IMPLEMENT
Tie the roadmap to {{my_agency_services}}: a phased engagement (Phase 1 deliverable + timeline + the outcome). Frame as investment vs the quantified loss from section 1.
6. NEXT STEP
A low-friction CTA: "Want me to walk you through the Phase 1 quick win on a 20-min call?"
RULES:
- This is for the PROSPECT to read — lead with THEIR opportunity, not my sales pitch.
- Be specific to {{prospect_industry}} workflows, not generic "AI can help your business".
- Quantify everything (hours, $) — quantified pain is what justifies the engagement fee.
- Honest — if a workflow isn't worth automating, don't pad the audit.$ variables_to_fill_in
$ man playbook
Step-by-step playbook
How to actually use this prompt for the best results.
- 01
Research the prospect before generating the audit
The more you fill in {{what_i_know_about_them}} (their site, team size, visible tools, how they handle leads/support), the more specific and credible the audit. A generic audit reads like a template; a researched one feels like genuine insight.
- 02
Lead with their ROI, not your services
The audit is a gift to the prospect, not a brochure. Quantify the time and money they're losing to manual work FIRST. The engagement sells itself when they see the number — your services come in only as the way to capture that upside.
- 03
Anchor on the single quick win
Don't overwhelm with a 7-project roadmap. Highlight the ONE highest-ROI, lowest-effort automation as the starting point. A small, fast, proven win is the wedge that turns into the full engagement.
- 04
Deliver it, then book the walkthrough call
Send the audit (PDF or Loom walkthrough), then the low-friction CTA: 'want me to walk you through the quick win?'. You've already demonstrated value and expertise — the call is now a formality, not a cold pitch.
$ man tips
Pro tips for better output
- ›A free, specific, quantified audit out-closes any pitch deck — you've shown the value before asking for anything, which flips the dynamic from 'selling' to 'helping'.
- ›Niche down: an audit template tuned for ONE industry (dental practices, real-estate brokerages, e-commerce brands) gets sharper and faster with each one you do.
- ›Always quantify in hours AND dollars — 'saves ~12 hours/week ≈ $3,000/month' is what justifies a $5k+ implementation fee.
$ echo $YIELD
What you'll get
A client-ready AI-opportunity audit: executive summary, a 5-7 workflow audit with time/$ saved, a prioritized ROI roadmap, the recommended quick win, a phased engagement framing, and a next-step CTA.
$ man faq
FAQ
Why give the audit away free instead of charging?
Because it's the highest-converting sales tool you have. A specific, quantified audit demonstrates your expertise AND shows the prospect exactly what they're losing — so the engagement becomes obvious. You can later charge for deeper paid audits, but the free audit is the wedge that opens the relationship.
Do I need to be technical to run an AI agency?
No — most successful AI agencies do no-code automation (Make/n8n/Zapier + GPT/Claude API calls). The skill is identifying the business workflow worth automating and mapping it to the right tool, which is exactly what this audit does. Business intuition matters more than coding here.
$ ls /prompts/ai-agency
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$ cd /prompts — explore all 48 free AI prompts on ClaudeSkill