Reference
Live Sales Demo Audit
Generate a real-time audit during a sales call.
On this page
Category: Onboarding. Difficulty: Intermediate. Estimated time: 15 minutes. Estimated time saved: 3h. These estimates depend on your account and task.
Platforms
Best for
Prerequisites
- Prospect provides account access
Connect the required accounts and your AI assistant, then confirm the workspace and client context. Open a recipe for its prerequisites, prompts and expected output. Treat durations and time savings as editorial estimates, not guarantees. Check proposed writes before approving them. Recipes involving another service need a separate connection to that service.
Tools used
| Tool | Purpose |
|---|---|
meta_get_insights | Quick performance scan |
google_ads_run_gaql | Quick performance scan |
workflow | Quick audit workflow |
The tools available to your assistant depend on account connections, workspace permissions and client support. Browse the tool catalog.
Workflows used
Prompts
Use these prompts in your connected AI assistant. Replace account names, dates and targets as needed. Read the result before following a recommendation or approving a write.
Live Audit
Run a quick audit of this prospect's ad accounts for a live sales demo. In 5 minutes, identify: 3 immediate wins I can show them, 2 critical issues they're missing, and estimated revenue opportunity if fixed.
Expected output: Quick-hit audit with talking points for sales call
Automation
This recipe is intended for an interactive run. Review the result with your assistant before proceeding.
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