agency-new-client-audit

Official

Streamline new client account analysis with evidence-first approach.

Authorperceptiv-digital
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the process of analyzing new client accounts by automating evidence-first account audits, providing a clear and defensible decision rather than a confident guess.

Core Features & Use Cases

  • Evidence-First Analysis: Gather named evidence and apply numeric decision rules for a comprehensive account analysis.
  • Customizable Audit: Supports analysis across various platforms including Commerce, Analytics, Paid, Lifecycle, and more.
  • Quick Wins Identification: Generates a list of top 3-5 quick wins for immediate action based on impact, confidence, and speed.

Quick Start

Run the agency-new-client-audit skill with the required commerce, analytics, and paid data to begin the onboarding audit.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: agency-new-client-audit
Download link: https://github.com/perceptiv-digital/ecommerce-operator-playbooks/archive/main.zip#agency-new-client-audit

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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