{ "schema": "aiblocks-page/1", "id": "audit-to-sales-presentation-planner", "type": "skill", "name": "Audit sales presentation planner", "summary": "Turn your audit of a prospect's ad account or store into a ten-slide sales pitch with findings, proof and a clear scope and fee.", "headline": "Audit sales presentation planner", "subhead": "Paste the audit you already did on a prospect's ad account or store, plus your offer and fee. It plans a ten-slide pitch that shows what you found, how you scored it and what you would fix first. Every claim traces back to your audit.", "job": { "id": "sell-and-negotiate", "name": "Sell and negotiate" }, "level": "intermediate", "thinking": "medium", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-25", "inputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" } ], "outputs": [ { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "you_give": [ "Your audit findings, with the evidence behind each one", "Your offer, the work included and your fee", "Facts about the prospect, such as goals, spend and dates", "A real case study you may share, with its limits (optional)", "Any cost or revenue figures you can source (optional)" ], "you_get": [ "A ten-slide plan with the copy for each slide", "A claim map that links every slide claim to your audit", "A list of proof and facts still missing", "Optional value scenarios, with the sum and the unknowns shown", "Scope and fee terms written out for slide 10" ], "use_when": [ "You finished a Google Ads, Meta Ads or store audit and now need to pitch the fix work.", "A prospect asked for \"the audit and a proposal\" and you need a short deck, not a report.", "You have many findings and need the three that tell the story.", "You are an agency or freelancer selling a monthly retainer after a free or paid audit." ], "skip_when": [ "You have not done the audit yet: run one first, such as the Google Ads store account auditor or the Meta Ads 30-check account auditor.", "You need a written proposal or contract: use the Sales proposal narrative writer.", "You want a cold outreach note, not a deck: use the Sales offer letter writer.", "You have no real evidence or permission to share it: a plain one-page offer is safer than a deck." ], "output_sample": { "input": [ "Your audit report with the evidence behind each finding", "Your offer, the work included and your fee", "What the prospect told you about goals and spend", "A real case study you may share (optional)" ], "prerequisites": [ "A finished audit of the prospect's ad account or store" ], "output": [ { "name": "Slides 1 and 2", "contains": "Where the prospect is now, and one real strength in their account." }, { "name": "Slides 3 to 5", "contains": "The three main findings, each with its evidence and why it matters to the business." }, { "name": "Slide 6", "contains": "What the audit score measures, what it covered and what it did not." }, { "name": "Slides 7 and 8", "contains": "Fixes in order, with an owner, what each depends on and a milestone." }, { "name": "Slide 9", "contains": "Your real case study with its limits, or a plan to validate the work." }, { "name": "Slide 10", "contains": "The scope, the fee, what is not included, the review rhythm and terms." }, { "name": "Claim map", "contains": "Each slide claim linked to the part of your audit that backs it." }, { "name": "Missing list", "contains": "Proof, facts or fee details still needed before you send it." } ] }, "output_shape": "SLIDE PLAN\n1 Where you are now: \n2 What is working: \n3 Finding 1: \n4 Finding 2: \n5 Finding 3: \n6 Your score: \n7 Fix first: \n8 Then: \n9 Proof: \n10 Proposal: \n\nCLAIM MAP\nslide | | \n\nOPTIONAL SCENARIOS\n\n\nMISSING: ", "how_to_use": [ "Open the skill in your AI. Claude, ChatGPT and Gemini all work. Add it to your AI, or copy it and paste it into a new chat.", "Paste your audit report or attach it. Add your offer, your fee and what the prospect told you.", "Add a real case study only if you may share it. If you have none, say so.", "Check each slide against your audit. Delete any line you cannot back up.", "Build the slides in your own deck tool. The skill plans the copy. It does not make the file or send anything." ], "checks": [ "Every finding has evidence and says why it matters.", "Nothing is invented, including benchmarks, quotes, case studies and results.", "Slide 9 uses a supplied case study or a clearly labeled validation plan.", "Any dollar figure shows its inputs and sum, or the impact is marked unknown.", "Slide 10 states a real fee and scope, or says the fee is missing.", "It does not promise payback or blame a past agency." ], "next": [ { "name": "Nonprofit sponsor package planner", "url": "https://useaiblocks.com/skills/nonprofit-sponsor-package-planner", "why": "Sell it" } ], "source": null, "credits": [], "files": [ "references/knowledge-library-audit-to-sales-doc-prompt.md", "references/knowledge-library-closer-playbook.md", "references/knowledge-library-sales-doc-template-pitch-deck.md" ], "links": { "page": "https://useaiblocks.com/skills/audit-to-sales-presentation-planner", "markdown": "https://useaiblocks.com/skills/audit-to-sales-presentation-planner.md", "json": "https://useaiblocks.com/skills/audit-to-sales-presentation-planner.json", "instructions": "https://useaiblocks.com/skills/audit-to-sales-presentation-planner/SKILL.md", "download": "https://useaiblocks.com/skills/audit-to-sales-presentation-planner.zip", "api_item": "https://useaiblocks.com/api/v1/items/audit-to-sales-presentation-planner", "api_document": "https://useaiblocks.com/api/v1/documents/skill/audit-to-sales-presentation-planner", "mcp": "https://useaiblocks.com/mcp" } }