Claude Prompts for Marketing and Creative Agencies
Paste in your client, campaign, or account details and get a finished proposal, brief, or report back in one reply. Not "give me some advice".
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Client Proposals & SOWs
5 promptsScope of Work for a Paid Social Campaign
1/30You are a senior account manager at a marketing agency. <context> A client has approved a paid social campaign and needs a formal scope of work before the team starts building. </context> <inputs> - Client name and campaign objective: [PLACEHOLDER] - Platforms, budget, and timeline: [PLACEHOLDER] </inputs> <task> Draft a scope of work covering deliverables, timeline, budget allocation by platform, and what is explicitly out of scope. Invent realistic sample campaign details if none are given. </task> <constraints> - List deliverables as bullet points with an owner and due date each. - Include a clearly labeled "out of scope" section. - State payment terms as a placeholder line for legal or finance to complete. </constraints> <format> A structured scope of work document. </format>
Turns an approved campaign into a formal scope of work with deliverables, owners, and an out-of-scope section.
Pro tip: Fill in the out-of-scope section yourself with last quarter's biggest scope creep example, that's usually the exact thing worth naming explicitly.
Website Redesign Client Proposal
2/30You are a senior client strategist at a creative agency. <context> A client has requested a proposal for a full website redesign. </context> <inputs> - Client name and current site issues: [PLACEHOLDER] - Number of pages and target launch date: [PLACEHOLDER] </inputs> <task> Draft a client-facing proposal covering approach, phases, timeline, and an estimated investment range. Invent realistic sample project details if none are given. </task> <constraints> - Break the project into at least 4 phases, each with a duration. - Present the investment as a range, not a single fixed number. - Keep the tone confident and client-ready, not internal or tentative. </constraints> <format> A structured proposal document. </format>
Builds a phased website redesign proposal with a timeline and an investment range ready to send.
Pro tip: List the current site's actual pain points from the client's own words if you have them, the proposal reads stronger when it echoes their language back.
Retainer Agreement Summary for a New Client
3/30You are an agency operations lead. <context> A new client has signed on for a monthly retainer and needs a plain-language summary of what is included before the formal contract is signed. </context> <inputs> - Monthly retainer amount and included services: [PLACEHOLDER] - Monthly hour or deliverable cap: [PLACEHOLDER] </inputs> <task> Produce a plain-language summary of what is included in the retainer, what counts as additional work, and how additional work is billed. Invent realistic sample terms if none are given. </task> <constraints> - Separate "included" from "billed separately" clearly. - State the review or renewal cadence. - Keep the summary to one page. </constraints> <format> A one-page retainer summary document. </format>
Explains a retainer's included services and billing rules in plain language before the contract is signed.
Pro tip: Put your real overage billing rate in this document, not just "billed separately", a vague line here is exactly where retainer disputes start.
Change Order for Expanded Campaign Scope
4/30You are a senior account manager. <context> A client wants to add deliverables mid-campaign that fall outside the original scope of work. </context> <inputs> - Original scope of work deliverables: [PLACEHOLDER] - New requested deliverables and any budget or timeline impact: [PLACEHOLDER] </inputs> <task> Draft a change order documenting the added scope, its cost and timeline impact, and requiring client sign-off before work begins. Invent realistic sample scope changes if none are given. </task> <constraints> - Show original scope versus added scope side by side. - State the new total budget and revised timeline. - Include a signature line placeholder. </constraints> <format> A one-page change order document. </format>
Documents added campaign scope with its cost and timeline impact, ready for client sign-off.
Pro tip: Send this before the extra work starts, not after, a change order signed retroactively rarely protects the agency the way it should.
Project Kickoff Brief for a New Account
5/30You are an account director. <context> A new client account is starting and the internal team needs a single brief to align on goals and logistics before the kickoff call. </context> <inputs> - Client name and primary goal: [PLACEHOLDER] - Key stakeholders and kickoff call date: [PLACEHOLDER] </inputs> <task> Produce an internal kickoff brief summarizing the client's goals, key stakeholders and their roles, immediate next steps, and open questions to raise on the call. Invent realistic sample details if none are given. </task> <constraints> - Keep the brief to one page. - List open questions as a distinct bulleted section. - Assign an owner to each next step. </constraints> <format> A one-page internal kickoff brief. </format>
Aligns the internal team on a new client's goals, stakeholders, and open questions before the kickoff call.
Pro tip: Add any red flags from the sales handoff notes into the open questions section, they get lost fast once the account moves into delivery.
Campaign Briefs & Creative Direction
5 promptsCreative Brief for a New Campaign
6/30You are a senior creative strategist at a marketing agency. <context> A client has approved a new campaign and the creative team needs a brief before starting concepting. </context> <inputs> - Client name, campaign objective, and target audience: [PLACEHOLDER] - Key message and mandatory brand elements: [PLACEHOLDER] </inputs> <task> Draft a creative brief covering the objective, target audience, key message, tone, deliverables, and mandatories. Invent realistic sample campaign details if none are given. </task> <constraints> - State the single most important takeaway the audience should walk away with. - List all mandatory brand elements as a distinct bulleted section. - Keep the brief to one page. </constraints> <format> A one-page creative brief. </format>
Turns an approved campaign into a one-page creative brief with objective, audience, message, and mandatories.
Pro tip: Name the one thing this campaign must not say or imply, creative teams move faster with a clear boundary than with just a list of goals.
Content Calendar Brief for a Social Campaign
7/30You are a social media strategist at a marketing agency. <context> A client campaign needs a month of social content planned before the design team starts producing assets. </context> <inputs> - Client name, platforms, and campaign theme: [PLACEHOLDER] - Posting frequency and campaign start date: [PLACEHOLDER] </inputs> <task> Build a 4 week content calendar with a post date, platform, content pillar, and short concept for each entry. Invent realistic sample post concepts if none are given. </task> <constraints> - Present the calendar as a table with one row per post. - Rotate at least 3 distinct content pillars across the month. - Flag any post that needs client approval with a note in the row. </constraints> <format> A table, one row per scheduled post. </format>
Plans a 4 week social content calendar with platform, pillar, and concept for every post.
Pro tip: Mark your highest-risk post, a new format or a sensitive topic, for client approval a week early, not the day before it's due.
Ad Copy Variants for A/B Testing
8/30You are a senior copywriter at a marketing agency. <context> A paid campaign needs multiple headline and body copy variants to test against each other before launch. </context> <inputs> - Product or offer and primary benefit: [PLACEHOLDER] - Platform and character limits: [PLACEHOLDER] </inputs> <task> Write 5 distinct headline and body copy variants that each lead with a different angle (benefit, urgency, social proof, curiosity, price). Invent realistic sample product details if none are given. </task> <constraints> - Label each variant with the angle it uses. - Respect the stated character limits exactly. - Keep claims specific and avoid unverifiable superlatives. </constraints> <format> A table with columns for angle, headline, and body copy. </format>
Writes 5 ad copy variants, each built on a different angle, ready to load into an A/B test.
Pro tip: Test one variable at a time against your current control ad, running all 5 new angles against each other at once tells you which won but not why.
Influencer Partnership Outreach Brief
9/30You are an influencer marketing manager at an agency. <context> A client wants to launch an influencer partnership and needs a brief to send to prospective creators. </context> <inputs> - Client brand, product, and campaign goal: [PLACEHOLDER] - Budget range and content deliverables expected: [PLACEHOLDER] </inputs> <task> Draft a partnership brief for creators covering the brand, the ask, deliverables, usage rights, and compensation range. Invent realistic sample terms if none are given. </task> <constraints> - State usage rights and exclusivity terms explicitly. - List deliverables with a format and due date each. - Keep the tone collaborative, not like a legal contract. </constraints> <format> A one-page creator partnership brief. </format>
Drafts a creator-facing brief covering the ask, deliverables, usage rights, and pay range.
Pro tip: State your usage rights window as a specific number of days, creators price partnerships very differently depending on how long you can reuse their content.
Brand Messaging Brief for a Product Launch
10/30You are a brand strategist at a marketing agency. <context> A client is launching a new product and needs core messaging locked before any campaign assets are built. </context> <inputs> - Product name and core features: [PLACEHOLDER] - Target audience and main competitor: [PLACEHOLDER] </inputs> <task> Produce a messaging brief with a positioning statement, 3 key messages, and a response to the main competitor's likely claim. Invent realistic sample product details if none are given. </task> <constraints> - State the positioning statement in one sentence. - Support each key message with one proof point. - Keep the whole brief under 400 words. </constraints> <format> A one-page messaging brief. </format>
Locks positioning, 3 key messages, and a competitive response before launch assets get built.
Pro tip: Pressure-test the positioning statement against the competitor's actual homepage headline, if they sound interchangeable it needs another pass.
Status Reports & Performance Dashboards
5 promptsMonthly Client Performance Report
11/30You are an account manager at a marketing agency. <context> A client's monthly reporting period has closed and a performance summary is due before the check-in call. </context> <inputs> - Channel metrics for the month (spend, impressions, clicks, conversions): [PLACEHOLDER] - Prior month's metrics for comparison: [PLACEHOLDER] </inputs> <task> Write a monthly performance report summarizing results, month over month change, what worked, what didn't, and next month's focus. Invent realistic sample metrics if none are given. </task> <constraints> - Show month over month change as a percentage next to each metric. - Limit "what worked" and "what didn't" to 3 points each. - End with exactly 3 recommendations for next month. </constraints> <format> A structured performance report document. </format>
Summarizes a month of channel performance with month over month change and 3 next-month recommendations.
Pro tip: Lead the check-in call with the one metric that moved most, good or bad, clients remember whichever number you open with.
Weekly Campaign Status Update Email
12/30You are an account coordinator at a marketing agency. <context> A client expects a short weekly email on where an active campaign stands. </context> <inputs> - Campaign name and this week's key activities: [PLACEHOLDER] - Any blockers or client approvals needed: [PLACEHOLDER] </inputs> <task> Draft a weekly status email covering progress since last update, upcoming milestones, and anything needed from the client. Invent realistic sample activity if none are given. </task> <constraints> - Keep the email under 200 words. - Put any needed client action in its own short paragraph at the top. - Close with the date of the next update. </constraints> <format> A client-ready email. </format>
Writes a short weekly status email with progress, blockers, and any client action needed.
Pro tip: Put the action-needed line first, not last, clients skim and the ask at the bottom gets missed most often.
Live Campaign Performance Dashboard
13/30You are a data-focused account manager at a marketing agency. <context> A client wants a visual dashboard of campaign performance instead of a static report. </context> <inputs> - Channel metrics by week for the reporting period (spend, impressions, clicks, conversions, CPA): [PLACEHOLDER] - Reporting period and campaign name: [PLACEHOLDER] </inputs> <task> Build a self-contained HTML dashboard with summary KPI cards at the top and a chart showing the weekly trend for spend, clicks, and conversions. Use realistic seeded sample data if none are given. </task> <constraints> - Use only inline CSS and inline SVG or canvas charting, no external libraries or network calls. - Include exactly 4 KPI summary cards above the chart. - Make the dashboard readable on both light and dark backgrounds. </constraints> <format> A single self-contained HTML file, previewable as a live artifact. </format>
Generates a self-contained HTML performance dashboard with KPI cards and a weekly trend chart.
Pro tip: Ask for the raw weekly numbers behind each KPI card too, so you can check the chart against your ad platform export before sending it.
Quarterly Business Review Deck Outline
14/30You are an account director at a marketing agency. <context> A client's quarterly business review is coming up and the deck needs an outline before design builds the slides. </context> <inputs> - Quarter's key results and biggest win: [PLACEHOLDER] - Next quarter's proposed focus areas: [PLACEHOLDER] </inputs> <task> Produce a slide-by-slide outline for a quarterly business review deck, from opening summary through next quarter's plan. Invent realistic sample results if none are given. </task> <constraints> - Cap the outline at 10 slides. - Give each slide a one-line headline and 2 to 3 supporting bullet points. - Dedicate exactly one slide to risks or open issues. </constraints> <format> A slide-by-slide outline document. </format>
Outlines a 10-slide quarterly business review from results through next quarter's plan.
Pro tip: Put the risks slide before the next-quarter plan slide, not after, clients trust the plan more when the challenges were named first.
Media Spend Reconciliation Summary
15/30You are a media operations lead at a marketing agency. <context> A campaign has ended and the actual media spend needs to be reconciled against the approved budget before invoicing. </context> <inputs> - Approved budget by platform: [PLACEHOLDER] - Actual spend by platform: [PLACEHOLDER] </inputs> <task> Produce a reconciliation summary comparing approved versus actual spend by platform, flagging any variance over 5%. Invent realistic sample budget figures if none are given. </task> <constraints> - Present the comparison as a table with a variance column and percentage. - Explain the likely cause for any variance over 5%. - State the net amount to invoice or credit at the bottom. </constraints> <format> A table plus a short summary paragraph. </format>
Reconciles approved versus actual media spend by platform and flags variances over 5%.
Pro tip: Pull the actual spend numbers straight from each ad platform's export, not from memory, small rounding differences compound fast across platforms.
These prompts give you the what. Tutorials give you the why.
Learn when to use extended thinking, how to build Claude Projects, and workflows that compound. 300+ tutorials and growing.
Pitch Decks & New Business
5 promptsNew Business Pitch Deck Outline
16/30You are a new business director at a marketing agency. <context> The agency has a pitch meeting scheduled with a prospective client and needs a deck outline before design starts building slides. </context> <inputs> - Prospect name, industry, and stated challenge: [PLACEHOLDER] - Agency's relevant past work or case studies: [PLACEHOLDER] </inputs> <task> Produce a slide-by-slide pitch deck outline from agency introduction through proposed approach and next steps. Invent realistic sample case study details if none are given. </task> <constraints> - Cap the outline at 12 slides. - Dedicate at least 2 slides to relevant past results with specific numbers. - End with a single clear slide stating the next step and its date. </constraints> <format> A slide-by-slide outline document. </format>
Outlines a 12-slide new business pitch deck from introduction through a clear next step.
Pro tip: Open with the prospect's problem in their own words, not the agency's capabilities, decks that lead with the agency lose the room in the first 2 slides.
RFP Response Draft
17/30You are a new business lead at a marketing agency. <context> A prospective client has issued an RFP with specific questions the agency must answer to be considered. </context> <inputs> - RFP questions or sections: [PLACEHOLDER] - Agency's relevant experience and differentiators: [PLACEHOLDER] </inputs> <task> Draft responses to each RFP question, tying the agency's experience directly back to what was asked. Invent realistic sample RFP questions if none are given. </task> <constraints> - Answer each question in the same order it was asked. - Keep each answer under 150 words. - Reference a specific past result in at least 3 answers. </constraints> <format> A question-and-answer document matching the RFP structure. </format>
Answers RFP questions in order, tying the agency's track record to what each question actually asks.
Pro tip: Answer the question that was literally asked before adding anything extra, RFP scorers mark down answers that dodge the actual question.
Case Study From a Past Campaign
18/30You are a content strategist at a marketing agency. <context> A past campaign performed well and the agency wants a case study to use in future pitches. </context> <inputs> - Client name (or anonymized), the challenge, and the approach taken: [PLACEHOLDER] - Key results and metrics achieved: [PLACEHOLDER] </inputs> <task> Write a case study following a challenge, approach, results structure, with the results section leading on specific numbers. Invent realistic sample metrics if none are given. </task> <constraints> - Open with the single strongest metric as a callout line. - Keep the full case study to one page. - Include one short client-style quote, clearly marked as a placeholder to confirm with the real client. </constraints> <format> A one-page case study document. </format>
Turns a past campaign into a one-page case study led by the single strongest result.
Pro tip: Confirm the real client quote before this goes in a pitch deck, an unconfirmed placeholder reads as fabricated if a prospect ever asks about it.
Competitive Audit Brief for a Prospect
19/30You are a strategist at a marketing agency preparing for a new business pitch. <context> The agency is pitching a prospect and wants a competitive audit to show up-front understanding of their market. </context> <inputs> - Prospect name and industry: [PLACEHOLDER] - 2 to 3 known competitors: [PLACEHOLDER] </inputs> <task> Produce a competitive audit comparing the prospect's likely positioning against named competitors on messaging, channels, and apparent gaps. Invent realistic sample positioning details if none are given. </task> <constraints> - Present the comparison as a table with one row per competitor. - End with exactly 3 gaps or opportunities the agency could address. - Avoid unverifiable claims about competitor budgets or performance. </constraints> <format> A table plus a short opportunities summary. </format>
Compares a prospect against named competitors and surfaces 3 gaps the agency could pitch against.
Pro tip: Only use what's publicly visible, competitor social, ads, and site, treat anything else as a guess and flag it as one.
Discovery Call Follow-up Summary
20/30You are a new business manager at a marketing agency. <context> A discovery call with a prospect just wrapped and a follow-up summary needs to go out same day. </context> <inputs> - Prospect's stated goals and pain points from the call: [PLACEHOLDER] - Agreed next steps and timeline: [PLACEHOLDER] </inputs> <task> Write a follow-up email summarizing what was discussed, confirming the agency's understanding of the prospect's goals, and restating the agreed next steps. Invent realistic sample call notes if none are given. </task> <constraints> - Keep the email under 250 words. - List agreed next steps as numbered items with an owner each. - Ask one clarifying question the agency still needs answered. </constraints> <format> A client-ready follow-up email. </format>
Summarizes a discovery call and restates next steps same day, while the detail is still fresh.
Pro tip: Send this within 2 hours of the call, prospects judge responsiveness from this email as much as from the pitch itself.
Client Communication
5 promptsClient-Facing Project Status Email
21/30You are an account manager at a marketing agency. <context> A client project is mid-flight and needs a status update that is honest about where things stand without causing unnecessary alarm. </context> <inputs> - Project name and current status (on track, at risk, delayed): [PLACEHOLDER] - Reason for any delay and revised timeline: [PLACEHOLDER] </inputs> <task> Draft a status email that states the current status plainly, explains any delay factually, and gives a revised timeline. Invent realistic sample project details if none are given. </task> <constraints> - State the status in the first sentence, not buried in the middle. - Explain delays with facts, not blame directed at any specific person or team. - End with what the agency needs from the client, if anything. </constraints> <format> A client-ready email. </format>
States a project's real status plainly upfront, explains any delay factually, and gives a revised date.
Pro tip: Send the at-risk version of this email as soon as you know, not once the deadline has already slipped, the timing matters more than the wording.
Missed Deadline Conversation Script
22/30You are an account director at a marketing agency preparing for a difficult client call. <context> The agency missed a deliverable deadline and needs to raise it with the client directly on an upcoming call. </context> <inputs> - What was missed and the internal cause: [PLACEHOLDER] - Revised delivery date and what's being done to prevent a repeat: [PLACEHOLDER] </inputs> <task> Write talking points for the call that acknowledge the miss directly, explain the cause without over-explaining, and present the fix. Invent realistic sample details if none are given. </task> <constraints> - Open the talking points with a direct acknowledgment, not a preamble. - Keep the cause explanation to 2 sentences maximum. - End with a specific, dated commitment, not a vague reassurance. </constraints> <format> A bulleted talking points script. </format>
Scripts a direct acknowledgment of a missed deadline, a brief cause, and a dated fix for the call.
Pro tip: Practice saying the acknowledgment line out loud before the call, it lands worse live if it sounds rehearsed or defensive.
Client Onboarding Welcome Packet
23/30You are a client success lead at a marketing agency. <context> A new client has just signed and needs a welcome packet before the kickoff call to set expectations. </context> <inputs> - Client name, services purchased, and account team: [PLACEHOLDER] - Communication cadence and preferred tools (email, Slack, project management): [PLACEHOLDER] </inputs> <task> Produce a welcome packet introducing the account team, outlining communication cadence, and setting expectations for the first 30 days. Invent realistic sample details if none are given. </task> <constraints> - Introduce each team member with their name and role in one line. - State response time expectations explicitly. - Include a short first-30-days timeline. </constraints> <format> A client-facing welcome packet document. </format>
Introduces the account team and sets response-time and first-30-days expectations for a new client.
Pro tip: State your real response time commitment, not an aspirational one, this document is what clients point back to the first time a reply is slow.
Meeting Recap and Action Items Email
24/30You are an account coordinator at a marketing agency. <context> A client meeting just ended and a recap with clear action items needs to go out before the end of the day. </context> <inputs> - Meeting topic and key decisions made: [PLACEHOLDER] - Action items discussed and who mentioned owning them: [PLACEHOLDER] </inputs> <task> Write a recap email listing decisions made and action items with an owner and due date each. Invent realistic sample meeting notes if none are given. </task> <constraints> - Separate "decisions" from "action items" as two distinct sections. - Give every action item an owner and a due date, even if approximate. - Keep the email under 200 words excluding the action item list. </constraints> <format> A client-ready recap email. </format>
Separates meeting decisions from action items, each with an owner and due date, sent same day.
Pro tip: Send this within an hour of the meeting ending, recaps that go out the next day get quietly disputed more often.
Contract Renewal Talking Points
25/30You are an account director at a marketing agency preparing for a renewal conversation. <context> A client's contract is coming up for renewal and the account team needs talking points before the conversation. </context> <inputs> - Results delivered over the contract term: [PLACEHOLDER] - Renewal terms being proposed (scope, budget, length): [PLACEHOLDER] </inputs> <task> Write talking points that open with results delivered, present the renewal terms, and anticipate the client's likely pushback. Invent realistic sample results if none are given. </task> <constraints> - Lead with 3 specific results, each with a number. - Prepare one response to a likely budget objection. - End with a clear ask and a decision date. </constraints> <format> A bulleted talking points script. </format>
Opens a renewal conversation with 3 numbered results, then presents terms and a clear decision date.
Pro tip: Pick your 3 results from what the client's own stakeholders cared about in QBRs, not just your favorite agency metric.
Most people use 10% of Claude. Tutorials unlock the rest.
AI Academy: 300+ hands-on tutorials on Claude, ChatGPT, Midjourney, and 50+ AI tools. New tutorials added every week.
Agency Operations
5 promptsFreelancer Brief for Overflow Work
26/30You are a resourcing manager at a marketing agency. <context> The team is over capacity and a freelancer needs to be briefed on a specific piece of client work. </context> <inputs> - Task and client context the freelancer needs: [PLACEHOLDER] - Deadline and who to submit work to: [PLACEHOLDER] </inputs> <task> Draft a freelancer brief covering the task, necessary client context, brand guardrails, deadline, and submission process. Invent realistic sample task details if none are given. </task> <constraints> - State exactly what the freelancer does and does not need to know about the client relationship. - List brand guardrails as bullet points. - Include a named point of contact for questions. </constraints> <format> A one-page freelancer brief. </format>
Briefs a freelancer on task, brand guardrails, and submission process without oversharing client context.
Pro tip: Name a single point of contact for freelancer questions, not the whole account team, mixed signals from multiple people is the most common cause of freelancer rework.
Onboarding Checklist for a New Account Coordinator
27/30You are an operations manager at a marketing agency. <context> A new account coordinator is starting and needs a structured first-two-weeks onboarding checklist. </context> <inputs> - New hire's assigned accounts and tools they'll need access to: [PLACEHOLDER] - Start date and who their onboarding buddy is: [PLACEHOLDER] </inputs> <task> Produce a day-by-day checklist for the first two weeks covering access setup, account context, and shadowing tasks. Invent realistic sample details if none are given. </task> <constraints> - Organize the checklist by day, not as one long undated list. - Include exactly one shadowing task per assigned account in week one. - Mark which items require IT or admin action versus the new hire's own action. </constraints> <format> A day-by-day onboarding checklist. </format>
Structures a new account coordinator's first two weeks into a day-by-day access and shadowing checklist.
Pro tip: Get IT access requests submitted before day one, not on it, account access delays are the single biggest onboarding week waste.
Internal Resource Allocation Plan
28/30You are an operations director at a marketing agency. <context> Several accounts are competing for the same team members' time and a resource allocation plan is needed for the coming month. </context> <inputs> - Team members and their current account assignments: [PLACEHOLDER] - New or growing account needs for the month: [PLACEHOLDER] </inputs> <task> Produce a resource allocation plan showing who is assigned to which account and at what estimated capacity for the month. Invent realistic sample team and account data if none are given. </task> <constraints> - Present allocation as a table with team member, account, and percentage of capacity. - Flag any team member allocated over 100% capacity. - Note which accounts are understaffed relative to their scope. </constraints> <format> A table plus a short flags summary. </format>
Maps team members to accounts by capacity percentage and flags anyone over-allocated.
Pro tip: Update this from actual logged hours last month, not planned hours, the two numbers are rarely the same and the gap is where burnout starts.
Monthly Utilization Report
29/30You are an operations manager at a marketing agency. <context> Agency leadership wants a monthly utilization report showing how billable team time was actually spent. </context> <inputs> - Logged hours by team member, split into billable and non-billable: [PLACEHOLDER] - Target utilization rate: [PLACEHOLDER] </inputs> <task> Produce a utilization report comparing each team member's actual utilization rate against the target, with a short explanation for any large gap. Invent realistic sample hours if none are given. </task> <constraints> - Present results as a table with team member, billable hours, utilization percentage, and variance from target. - Sort the table from lowest to highest utilization. - Limit explanations for gaps to one sentence each. </constraints> <format> A table plus a short summary paragraph. </format>
Compares each team member's actual utilization against target and explains the biggest gaps.
Pro tip: Pull hours straight from the time tracking tool's export, not from memory or late timesheets, late timesheets are usually the least accurate.
Standard Operating Procedure for Client Onboarding
30/30You are an operations lead at a marketing agency documenting a repeatable process. <context> The agency onboards new clients often enough that the process needs to be written down as a standard operating procedure instead of relying on institutional memory. </context> <inputs> - Current onboarding steps, roughly, from contract signature to kickoff: [PLACEHOLDER] - Tools used at each step (CRM, project management, contracts): [PLACEHOLDER] </inputs> <task> Document the client onboarding process as a numbered standard operating procedure, from contract signature through kickoff call. Invent realistic sample steps if none are given. </task> <constraints> - Number every step sequentially and assign an owner role to each. - Name the specific tool used at each step where one applies. - End with a definition of "done", what marks onboarding as complete. </constraints> <format> A numbered standard operating procedure document. </format>
Documents client onboarding as a numbered, owned procedure from signature through kickoff, with a clear done state.
Pro tip: Have the person who actually ran onboarding last time review this before it's final, written-from-memory SOPs usually skip the one annoying step everyone works around.
Frequently Asked Questions
Prompts are the starting line. Tutorials are the finish.
A growing library of 300+ hands-on tutorials on ChatGPT, Claude, Midjourney, and 50+ AI tools. New tutorials added every week.
7-day free trial. Cancel anytime.
Related guides