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Local Audit Record preview

Audit Record Builder

Registro de Auditoria

Organize setup-derived and interview-derived evidence into a structured consulting board before any recommendation, proposal, export, or implementation work.

Local/mock onlyReview required before proposalNot final client deliverable
Open Opportunity MatrixBuild RoadmapBack to interviewReview setup
Built deterministically from the mock Discovery Setup, Interview Preview logic, and seeded Master Audit Interview state.Criado de forma determinística a partir do setup mock, da lógica da prévia da entrevista e dos dados locais da entrevista principal de auditoria.
Local Audit Record preview only. Not a final client deliverable. Review required before proposal.Prévia local do Registro de Auditoria apenas. Não é entrega final ao cliente. Revisão obrigatória antes da proposta.
Studio GuideLocal/demo only

Audit Record Builder Guide

Turn discovery inputs into a reviewable audit record without treating it as a final recommendation.

Bilingual local guide
PT-BR helper

Transformar entradas de discovery em um audit record revisável sem tratá-lo como recomendação final.

Safety note: The audit record is a local draft. It is not final, not stored as a client record, and not used to trigger automation.
What to review first

What to review first

  • section outline and selected audit section
  • evidence cards and source notes
  • readiness status and missing information
  • candidate opportunities
  • local-only notice and review requirements

Questions this page helps answer

  • What evidence supports each finding?
  • Which sections still need follow-up?
  • Which opportunities are ready to prioritize?

Recommended next step

Resolve obvious gaps, then open the Opportunity Matrix to prioritize candidates.

Safety note

The audit record is a local draft. It is not final, not stored as a client record, and not used to trigger automation.

Deterministic guidanceNo AI runtimeNo messages sentNo tools connectedNot final without review
Selected audit section

1. Executive SnapshotResumo Executivo

A local, evidence-first snapshot of what the setup and interview preview currently support.Um resumo local, baseado em evidências, do que o setup e a prévia da entrevista sustentam agora.

ReviewedDiscovery follow-up requiredConfidence: Medium

Consultant notes

  • This preview is not a final client deliverable. It organizes setup-derived and interview-derived evidence for consultant review.Este preview não é uma entrega final ao cliente. Ele organiza evidências do setup e da entrevista para revisão do consultor.

Missing information

  • Average missed calls per weekMédia de ligações perdidas por semana
  • Current CRM/pipeline ownerDono atual do CRM/pipeline
Related opportunities
Missed Lead RescueCRM / Pipeline CleanupOwner Dashboard / Weekly Visibility

Evidence cards

Lead response is the clearest first audit laneResposta a leads é a primeira faixa de auditoria mais clara

Needs infoDiscovery follow-up requiredConfidence: Medium
Interview Preview
Finding
The strongest pattern is speed-to-lead risk across WhatsApp, phone, marketplaces, and unclear follow-up ownership.O padrão mais forte é risco de velocidade de resposta em WhatsApp, telefone, marketplaces e responsabilidade de follow-up indefinida.
Consultant note
Treat this as an audit lane, not a recommendation to automate messages.Trate isso como uma faixa de auditoria, não como recomendação para automatizar mensagens.
Source question
What happens when a lead comes from WhatsApp, phone, Angi, Thumbtack, Instagram, or the website?O que acontece quando um lead vem de WhatsApp, telefone, Angi, Thumbtack, Instagram ou site?
Missing information
  • Average missed calls per weekMédia de ligações perdidas por semana
  • Who owns WhatsApp repliesQuem cuida das respostas no WhatsApp
Related opportunity
Missed Lead Rescue
Local Audit Record preview only. Not a final client deliverable. Review required before proposal.