Claude Prompts for Marketing Plans
Copy-paste prompts that turn Claude into your marketing strategist — full plans, GTM strategy, channel plans, campaign briefs, budgets and templates. Each prompt returns a structured, ready-to-use document, not vague 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 15 prompts are free instantly — no signup needed. Hand-curated and tested by the AI Academy team.
Strategy
5 promptsAnnual Marketing Plan
1/30You are a senior marketing strategist. Write a complete annual marketing plan document. <context>Company: [company], selling [product] to [target market]. Current stage: [startup/growth/mature]. Revenue or growth goal: [target]. Budget available: [amount]. Team: [size/roles]. Biggest challenges: [challenges]. Key competitors: [names].</context> <task>Produce a full annual marketing plan covering objectives, target audience, positioning, channel strategy, quarterly initiatives, budget split, and success metrics.</task> <constraints>Ground every recommendation in the context I gave — no generic filler. Prioritize by expected impact and feasibility for our stage and budget. Tie each initiative to a measurable goal. Be specific about channels and sequencing, not aspirational.</constraints> <format>A structured document with these sections: Executive Summary, Goals & KPIs, Target Audience, Positioning, Channel Strategy (with rationale), Quarterly Roadmap (Q1-Q4 table), Budget Allocation, Metrics & Reporting, Risks & Assumptions. Use headings, tables, and bullets so it's presentation-ready.</format>
A full annual marketing plan document with goals, channels, a quarterly roadmap, and budget.
Pro tip: After the draft, ask Claude to stress-test the plan: 'What would make this fail, and what's the single riskiest assumption?'
Go-to-Market Strategy
2/30You are a go-to-market strategist. Write a GTM strategy document for a new product or market. <context>Product: [what it is and does]. Target segment: [ICP]. The problem it solves: [pain]. Pricing model: [detail]. Competitive alternatives: [what people use today]. Our advantage: [differentiator]. Launch timeframe: [when]. Budget/team: [resources].</context> <task>Produce a GTM strategy covering target segment definition, value proposition, pricing/packaging fit, primary acquisition motion, channel priorities, and a phased rollout.</task> <constraints>Choose ONE primary motion (product-led, sales-led, or community-led) and justify it. Be opinionated about which two channels to focus on first and why. Sequence phases realistically. No boiling-the-ocean plans.</constraints> <format>Document with sections: Market & Segment, Value Proposition, Positioning Statement, Pricing & Packaging Fit, Primary GTM Motion (with rationale), Priority Channels, Phased Rollout (Phase 1-3 with goals/dates), Key Metrics. Include a one-line positioning statement in the classic 'For [X] who [need], [product] is [category] that [benefit]' format.</format>
A go-to-market strategy document with a chosen motion, priority channels, and phased rollout.
Pro tip: Force a single primary motion — ask Claude to 'defend why NOT the other two motions' so the strategy stays focused.
Positioning & Messaging Strategy
3/30You are a positioning expert in the style of April Dunford. Write a positioning and messaging document. <context>Product: [what it does]. Best-fit customers: [ICP]. The alternatives they consider: [competitors/status quo]. Our unique attributes: [features/capabilities]. The value those attributes deliver: [outcomes]. The market category we play in or could create: [category].</context> <task>Produce a positioning document: competitive alternatives, unique attributes, the value they enable, best-fit customers, market category, and a messaging hierarchy (core message, pillars, proof points).</task> <constraints>Differentiate on value customers actually care about, not feature lists. Make the category choice deliberate. Every claim needs a proof point. Keep messaging tight and repeatable.</constraints> <format>Sections: Competitive Alternatives, Unique Attributes → Value (two-column mapping), Best-Fit Customer, Market Category, Core Message, 3 Messaging Pillars (each with a headline + proof point), and a bank of 5 ready-to-use one-liners for the website and sales.</format>
A positioning and messaging document with a value map and a bank of ready-to-use one-liners.
Pro tip: Ask Claude to map each feature to the customer value it delivers — positioning fails when it lists attributes without the 'so what.'
Ideal Customer Profile & Segmentation
4/30You are a market research analyst. Write an ICP and audience segmentation document. <context>Product: [what it does]. Current customers or hypotheses: [who buys/should buy]. The value we deliver: [outcomes]. Data I have: [signals — deal sizes, industries, roles]. Markets we serve: [segments]. Goal: [focus sales/marketing, prioritize segments].</context> <task>Produce an ICP definition plus 3-4 prioritized audience segments, each with firmographics/demographics, pains, triggers, buying roles, objections, and where to reach them.</task> <constraints>Be specific and exclusionary — a good ICP says who is NOT a fit too. Prioritize segments by fit and reachability. Base pains on the value we deliver, not clichés. Actionable enough to build targeting from.</constraints> <format>An ICP summary box (firmographics, must-have traits, disqualifiers), then a segment table (Segment | Profile | Key Pains | Buying Trigger | Decision Roles | Best Channels | Priority). Add a one-paragraph 'anti-persona' describing who to avoid.</format>
An ICP and segmentation document with prioritized segments and an anti-persona.
Pro tip: Have Claude write an explicit anti-persona — knowing who to reject sharpens targeting more than another lookalike segment.
Competitive Analysis & Differentiation
5/30You are a competitive intelligence analyst. Write a competitive analysis and differentiation document. <context>Us: [company, product]. Direct competitors: [names]. Our strengths: [strengths]. Our gaps: [weaknesses]. What customers say drives their choice: [buying criteria]. Where we win/lose deals: [notes]. Category: [space].</context> <task>Produce a competitive analysis: a comparison across key buying criteria, each competitor's positioning and likely weaknesses, our differentiation, and recommended battlecards.</task> <constraints>Be honest about where competitors are stronger — credibility matters. Differentiate on criteria customers actually weigh. Avoid trash-talking. Give sales usable talk tracks, not marketing fluff.</constraints> <format>A comparison matrix (Criteria × Us vs. Competitors, with honest ratings), a short profile per competitor (positioning, strengths, exploitable gaps), our Top 3 differentiators with proof, and a mini battlecard (when we win, when we lose, objection responses).</format>
A competitive analysis document with a comparison matrix and a sales battlecard.
Pro tip: Tell Claude to concede real competitor strengths — an honest matrix earns far more sales trust than one where you win every row.
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Channel Plans
5 promptsSEO & Content Channel Plan
6/30You are an SEO content strategist. Write an SEO and content marketing plan. <context>Site: [domain], selling [product]. Target audience: [ICP]. Topics we can credibly own: [themes]. Current SEO state: [new site / some traffic / established]. Business goal: [leads, signups, awareness]. Resources: [writers, budget, timeline].</context> <task>Produce a content plan: pillar topics and clusters, a prioritized keyword/topic list, content types and cadence, on-page and technical priorities, and a 90-day production schedule.</task> <constraints>Prioritize by business intent and ranking feasibility, not just volume. Build topic clusters, not random posts. Match cadence to real resources. Include distribution, not just publishing.</constraints> <format>Sections: Pillar Topics & Clusters (with intent), Priority Topic/Keyword table (Topic | Intent | Difficulty guess | Priority | Content Type), Content Cadence, On-Page/Technical Checklist, Distribution Plan, and a 90-Day Production Calendar.</format>
An SEO and content channel plan with topic clusters and a 90-day production calendar.
Pro tip: Ask Claude to sort the topic list by business intent, not search volume — high-volume, zero-intent posts rarely move revenue.
Paid Ads Channel Plan
7/30You are a performance marketing manager. Write a paid advertising channel plan. <context>Product: [what it is]. Target audience: [ICP]. Offer/CTA: [what we drive to]. Monthly budget: [amount]. Target CPA or ROAS: [goal]. Platforms considered: [Google, Meta, LinkedIn, etc.]. Past learnings: [what worked/didn't]. Landing pages: [what exists].</context> <task>Produce a paid plan: platform and campaign-type priorities, audience targeting, budget split, a testing roadmap, creative angles, and the KPIs to watch.</task> <constraints>Match platforms to where the ICP actually converts, not everywhere. Reserve budget for testing. Recommend a specific starting bid strategy. Define kill criteria for underperformers. Be realistic for the stated budget.</constraints> <format>Sections: Platform Priorities (with rationale), Campaign Structure (campaigns/ad sets), Audience Targeting, Budget Split table, 5 Creative Angles to test, Testing Roadmap (weeks 1-4), KPIs & Kill Criteria.</format>
A paid ads channel plan with budget split, creative angles, and a testing roadmap.
Pro tip: Have Claude define explicit kill criteria per campaign — deciding when to cut spend in advance prevents budget bleed later.
Social Media Channel Plan
8/30You are a social media strategist. Write a social media channel plan. <context>Brand: [company, voice]. Audience: [who + where they hang out]. Goals: [awareness, engagement, traffic, leads]. Platforms in play: [LinkedIn, Instagram, TikTok, X, etc.]. Content we can create: [formats, resources]. Competitors doing well: [examples].</context> <task>Produce a social plan: platform focus and roles, content pillars, posting cadence per platform, format mix, engagement tactics, and growth metrics.</task> <constraints>Pick 1-2 primary platforms and justify — don't spread thin. Give each platform a distinct role. Content pillars must map to goals. Cadence must be sustainable. Include how to engage, not just broadcast.</constraints> <format>Sections: Platform Roles (primary vs. secondary), 4 Content Pillars (with example post ideas), Cadence table (Platform | Frequency | Formats | Best times), Engagement Playbook, Growth Metrics. Add 10 concrete post ideas mapped to pillars.</format>
A social media channel plan with content pillars, cadence, and 10 mapped post ideas.
Pro tip: Ask Claude to give each platform a distinct role (reach vs. nurture vs. community) so you're not cross-posting the same thing everywhere.
Email Marketing Channel Plan
9/30You are an email and lifecycle marketing strategist. Write an email marketing plan. <context>Business: [company, product]. List: [size, source, health]. Audience segments: [types]. Goals: [nurture, convert, retain, reactivate]. Email tool: [platform]. Current program: [what exists]. Offers/content available: [assets].</context> <task>Produce an email plan: list segmentation, the core automated flows to build, a broadcast/newsletter cadence, a testing plan, and deliverability and metric targets.</task> <constraints>Prioritize the flows with the highest ROI (welcome, abandoned action, post-purchase, win-back). Tie segments to relevant messaging. Set realistic cadence to protect deliverability. Define the metrics that matter per flow.</constraints> <format>Sections: Segmentation Model, Core Automated Flows (each: trigger, goal, # of emails, key message), Broadcast Cadence, A/B Testing Plan, Deliverability Checklist, KPI Targets (open, click, conversion by flow). Include a build-priority order.</format>
An email marketing channel plan with automated flows, cadence, and KPI targets.
Pro tip: Ask Claude to rank the automated flows by ROI so you build the welcome and win-back sequences before nice-to-have newsletters.
Partnership & Influencer Channel Plan
10/30You are a partnerships and influencer marketing lead. Write a partnership channel plan. <context>Company: [what we offer]. Audience we want to reach: [ICP]. Partner types that touch that audience: [creators, complementary brands, communities]. What we can offer partners: [commission, co-marketing, product, exposure]. Budget: [amount]. Goals: [reach, leads, credibility].</context> <task>Produce a plan: partner categories to pursue, ideal partner criteria, the offer/incentive structure, an outreach approach, activation formats, and success metrics.</task> <constraints>Prioritize partners by audience overlap and trust, not follower count. Make the value exchange clearly mutual. Recommend specific activation formats (co-webinar, bundle, affiliate, takeover). Keep tracking attributable.</constraints> <format>Sections: Partner Categories (ranked), Ideal Partner Scorecard, Incentive/Offer Structure, Outreach Approach (with a short pitch template), Activation Formats, Tracking & Metrics. Add a starter list of 10 partner archetypes to target.</format>
A partnership and influencer channel plan with a partner scorecard and activation formats.
Pro tip: Have Claude score partners on audience overlap, not reach — a tiny, trusted newsletter often out-converts a huge generic account.
Campaigns
5 promptsIntegrated Campaign Brief
11/30You are a campaign strategist. Write an integrated marketing campaign brief. <context>Campaign goal: [awareness, leads, sales, launch]. Product/offer: [what we're promoting]. Target audience: [ICP]. Key message: [what to land]. Channels available: [list]. Budget: [amount]. Timeline: [dates]. Success looks like: [metric].</context> <task>Produce a campaign brief: objective, audience insight, the big idea, the core message, channel plan with roles, a content/asset list, timeline, and KPIs.</task> <constraints>Anchor everything to one big idea and one primary metric. Give each channel a clear job in the funnel. Make the asset list specific and buildable. No vanity metrics as primary goals.</constraints> <format>Brief with: Objective & KPI, Audience Insight, The Big Idea (one sentence), Core Message & Supporting Points, Channel Plan table (Channel | Role | Asset | Timing), Asset Checklist, Timeline/Milestones, Measurement Plan. Keep it to a one-to-two page brief.</format>
An integrated campaign brief built around one big idea and a single primary metric.
Pro tip: Make Claude commit to one big idea and one primary KPI — campaigns dilute when every channel chases a different goal.
Product Launch Campaign
12/30You are a product launch marketer. Write a launch campaign plan for a new product or feature. <context>What's launching: [product/feature]. Why it matters: [customer value]. Target audience: [who + existing vs. new]. Launch date: [date]. Assets we can make: [demo, blog, video, emails]. Channels: [owned/earned/paid]. Goal: [signups, adoption, buzz].</context> <task>Produce a launch campaign: the narrative/hook, a pre-launch/launch/post-launch phase plan, channel activations per phase, an asset list, and adoption metrics.</task> <constraints>Build anticipation before launch day, not just a one-day blast. Sequence channels across phases. Tie the hook to customer value, not features. Include a post-launch adoption push, not just announcement.</constraints> <format>Sections: Launch Narrative/Hook, Three-Phase Plan (Pre-launch, Launch Week, Post-launch — each with activities, channels, assets), Asset Checklist, Channel Calendar, Success Metrics. Add 3 headline options for the announcement.</format>
A three-phase product launch campaign plan with a narrative hook and asset checklist.
Pro tip: Ask Claude to weight effort toward pre-launch and post-launch — the day-of blast fades fast without buildup and follow-through.
Seasonal / Holiday Campaign
13/30You are a campaign marketer planning a seasonal push. Write a seasonal campaign plan. <context>Occasion: [holiday/season/event]. Product/offer: [what + any promotion]. Audience: [ICP]. What worked in past seasons: [learnings]. Channels: [list]. Budget: [amount]. Timeline window: [dates]. Goal: [revenue, new customers].</context> <task>Produce a seasonal campaign: the theme/angle, the offer, a countdown timeline, channel activations, creative concepts, and a promo cadence that builds urgency.</task> <constraints>Tie the theme to the occasion authentically, not tacked-on. Build a clear urgency arc (tease → launch → last chance). Coordinate channels around the same offer. Plan for the post-peak wind-down too.</constraints> <format>Sections: Theme & Angle, The Offer, Countdown Timeline (tease/launch/mid/last-chance with dates), Channel Activation table, 3 Creative Concepts, Promo Cadence. Include subject lines and ad hooks for each phase.</format>
A seasonal campaign plan with an urgency countdown and phase-by-phase creative.
Pro tip: Have Claude build an explicit 'last chance' phase — the final 48 hours of a seasonal offer often drive the biggest spike.
Lead Generation Campaign
14/30You are a demand generation marketer. Write a lead generation campaign plan. <context>Offer/lead magnet: [ebook, webinar, tool, trial, template]. Target audience: [ICP]. The pain it addresses: [pain]. Channels to drive traffic: [list]. Budget: [amount]. Timeline: [dates]. Lead goal & quality bar: [# and definition]. Follow-up path: [nurture, sales].</context> <task>Produce a lead-gen plan: the offer positioning, landing page structure, traffic sources, ad/promo angles, the lead capture and qualification approach, and a follow-up nurture outline.</task> <constraints>Match the lead magnet to buyer intent — quality over raw volume. Design the landing page for one conversion action. Recommend traffic sources by cost and fit. Define lead qualification so sales isn't flooded with junk.</constraints> <format>Sections: Offer Positioning, Landing Page Wireframe (sections + key copy), Traffic Sources (with budget split), 5 Promo Angles, Lead Capture & Qualification (form fields + scoring), Follow-up Nurture (3-email outline), KPIs (CPL, conversion, MQL rate).</format>
A lead-gen campaign plan with a landing-page wireframe and a follow-up nurture outline.
Pro tip: Ask Claude to define the lead-qualification criteria up front — a campaign that floods sales with junk leads looks successful but isn't.
Retention & Lifecycle Campaign
15/30You are a lifecycle marketing strategist. Write a retention campaign plan. <context>Product: [what it is]. Customer lifecycle stages: [onboarding, active, at-risk, churned]. Where we lose people: [drop-off points]. Value moments to reinforce: [aha moments]. Channels: [email, in-app, SMS]. Goal: [reduce churn %, increase LTV, upsell].</context> <task>Produce a lifecycle plan: stage-by-stage messaging, the key retention triggers and interventions, upsell/cross-sell moments, and churn-prevention tactics with metrics.</task> <constraints>Map each intervention to a specific lifecycle stage and drop-off point. Reinforce value before pushing upsells. Make triggers behavior-based, not just time-based. Define the retention metric per stage.</constraints> <format>A lifecycle map table (Stage | Goal | Trigger | Message/Channel | Success Metric), a Churn-Prevention Playbook (at-risk signals → intervention), an Upsell/Cross-sell moments list, and a measurement plan (retention, expansion, churn). Add 3 sample messages for the highest-impact stage.</format>
A retention and lifecycle campaign plan mapped to stages with a churn-prevention playbook.
Pro tip: Tell Claude to trigger interventions on behavior (inactivity, feature non-use), not just calendar days — behavior signals churn far earlier.
Launch
5 promptsProduct Launch Plan
16/30You are a product marketing lead running a launch. Write a comprehensive product launch plan. <context>Product/feature: [what it is]. Target audience: [who]. Value prop: [core benefit]. Launch tier: [major / minor / feature]. Launch date: [date]. Teams involved: [marketing, product, sales, support]. Goals: [awareness, adoption, revenue].</context> <task>Produce a launch plan: positioning, launch tier and goals, cross-functional workstreams, a timeline with owners, key deliverables, and a go/no-go checklist.</task> <constraints>Right-size the effort to the launch tier — not every release needs a full campaign. Assign owners and dates to every workstream. Include enablement for sales and support, not just external marketing. Add a clear go/no-go gate.</constraints> <format>Sections: Launch Summary & Tier, Positioning & Messaging, Goals & KPIs, Workstreams table (Workstream | Owner | Deliverable | Due date), Timeline (T-minus schedule), Internal Enablement, Go/No-Go Checklist. Presentation-ready.</format>
A comprehensive product launch plan with tiered scope, workstream owners, and a go/no-go gate.
Pro tip: Ask Claude to size the launch by tier first — over-investing in a minor feature launch burns team goodwill for the next big one.
Launch Messaging & Narrative
17/30You are a product marketer crafting launch messaging. Write the messaging and narrative for a launch. <context>What's launching: [product/feature]. The problem before it: [old pain]. What changes now: [new capability]. Who benefits: [audience]. Proof: [data, beta results, quotes]. Category/context: [where it fits]. Tone: [bold, practical, playful].</context> <task>Produce launch messaging: the narrative arc (problem → shift → solution), a headline message, three message pillars with proof, and channel-ready copy variants.</task> <constraints>Lead with the customer's changed reality, not the feature. Make one memorable headline message everyone can repeat. Back each pillar with proof. Keep it consistent across the copy variants.</constraints> <format>Sections: Narrative Arc (3-beat story), Headline Message (the one-liner), 3 Message Pillars (headline + proof each), and Copy Variants: website hero, social post, launch email subject+preview, and a 30-word elevator pitch.</format>
A launch messaging kit with a narrative arc, message pillars, and channel-ready copy.
Pro tip: Have Claude craft one repeatable headline message — if your team can't say the launch in a sentence, customers won't remember it.
Launch Checklist & Timeline
18/30You are a launch project manager. Write a detailed launch checklist and timeline. <context>Launch: [what]. Launch date: [date]. Lead time available: [weeks]. Teams/owners: [who does what]. Deliverables needed: [assets, pages, emails, enablement]. Dependencies: [legal, engineering, design]. Risk areas: [known concerns].</context> <task>Produce a T-minus launch checklist organized by time phase, with tasks, owners, dependencies, and status fields — everything needed to ship without surprises.</task> <constraints>Work backward from launch day. Group by phase (T-4 weeks → launch day → post-launch). Flag dependencies and long-lead items early. Include the easy-to-forget items (tracking, redirects, support docs, internal comms).</constraints> <format>A phased checklist table for each phase (Task | Owner | Due | Depends on | Status), phases: T-4wks, T-2wks, T-1wk, Launch Day, T+1wk. Add a 'Commonly Forgotten' section (analytics, SEO, legal, support enablement).</format>
A T-minus launch checklist and timeline with owners, dependencies, and status tracking.
Pro tip: Ask Claude for a 'commonly forgotten' section — analytics tags, redirects, and support docs are what actually break on launch day.
Press & PR Launch Kit
19/30You are a PR lead preparing a launch announcement. Write a press and PR kit. <context>Announcement: [what's launching / news]. Why it's newsworthy: [angle — funding, first-of-kind, milestone, trend]. Company: [background]. Spokesperson: [name, title]. Key facts/data: [stats]. Target outlets/journalists: [beats]. Embargo/date: [detail].</context> <task>Produce a PR kit: a press release, a media pitch email, key messages and quotes, a fact sheet, and a target outlet list with angles.</task> <constraints>Lead the release with the genuine news hook, not marketing spin. Write quotes that sound like a human, not a brochure. Keep the pitch short and outlet-tailored. Make facts verifiable.</constraints> <format>Sections: Press Release (headline, dateline, body, boilerplate), Media Pitch Email, Key Messages & 2 Quotes, Fact Sheet (bulleted stats), Target Outlets/Beats with a one-line angle each. Ready to send to PR or media.</format>
A press and PR launch kit with a release, pitch email, quotes, and target outlet list.
Pro tip: Ask Claude to write two quote options in a natural human voice — journalists cut robotic corporate quotes first.
Launch-Day Run of Show
20/30You are a launch operations lead. Write a launch-day run-of-show document. <context>Launch: [what]. Launch date: [date]. Time zone: [zone]. What goes live: [pages, product, posts, emails]. Teams on call: [who]. Sequenced actions: [publish order]. Monitoring needs: [metrics, error rates]. Escalation contacts: [who].</context> <task>Produce an hour-by-hour run of show for launch day: the exact sequence of go-live actions, owners, timing, monitoring checkpoints, and an escalation/rollback plan.</task> <constraints>Be precise about sequence and timing — what publishes before what. Assign a single owner per action. Include monitoring checkpoints and what 'bad' looks like. Have a rollback/contingency path. Zero ambiguity under pressure.</constraints> <format>An hour-by-hour schedule table (Time | Action | Owner | Verify by), a Monitoring Checklist (metric | threshold | who watches), an Escalation Path (issue → contact), and a Rollback Plan. Add a 'day-before final checks' mini-list.</format>
A launch-day run-of-show with a timed action sequence, monitoring, and rollback plan.
Pro tip: Have Claude add a rollback plan and thresholds — deciding 'what counts as broken' before launch keeps a bad launch from spiraling.
Budget & Metrics
5 promptsMarketing Budget Allocation
21/30You are a marketing operations analyst. Write a marketing budget allocation plan. <context>Total budget: [amount] for [period]. Goals: [priority outcomes]. Channels in use or considered: [list]. Past performance by channel: [what we know — CAC, ROI]. Fixed costs: [tools, salaries, agency]. Stage/priority: [growth vs. efficiency].</context> <task>Produce a budget allocation: a split across channels and categories tied to goals, the rationale per line, an experimentation reserve, and expected outcomes.</task> <constraints>Allocate to expected return and strategic priority, not last year's habit. Keep a test-and-learn reserve (10-20%). Separate fixed costs from working media. Tie each allocation to a target outcome. Note assumptions.</constraints> <format>A budget table (Category/Channel | Amount | % | Rationale | Target Outcome), a fixed vs. working media split, an Experimentation Reserve line, and a short paragraph on key assumptions and what you'd cut first if the budget dropped 20%.</format>
A marketing budget allocation plan with channel splits, rationale, and a test reserve.
Pro tip: Ask Claude what it would cut first if the budget dropped 20% — it forces a real priority ranking instead of even spreading.
KPI & Metrics Framework
22/30You are a marketing analytics lead. Write a marketing KPI and metrics framework. <context>Business goals: [revenue, growth, retention]. Marketing's mandate: [demand, brand, product]. Funnel stages: [awareness → conversion → retention]. Channels: [list]. Data/tools available: [analytics stack]. Reporting audience: [exec, team].</context> <task>Produce a metrics framework: the north-star metric, tiered KPIs by funnel stage, leading vs. lagging indicators, targets, and how each connects to business goals.</task> <constraints>Pick ONE north-star metric and defend it. Separate leading indicators (predict) from lagging (confirm). Avoid vanity metrics as KPIs. Map each metric to a business goal and an owner. Keep the exec view to 5-7 numbers.</constraints> <format>Sections: North-Star Metric (with rationale), KPI Tree by Funnel Stage (Metric | Type | Target | Owner | Ties to goal), Leading vs. Lagging table, and a 'Report vs. Ignore' list distinguishing decision-driving metrics from vanity ones.</format>
A marketing KPI framework with a north-star metric and funnel-stage indicators.
Pro tip: Force Claude to name a single north-star metric — teams tracking twenty 'KPIs' optimize none of them well.
Marketing Forecast & Projection
23/30You are a marketing finance analyst. Write a marketing performance forecast. <context>Goal: [pipeline/revenue/leads target] for [period]. Budget: [amount]. Channel performance benchmarks: [conversion rates, CAC, cycle length]. Baseline traffic/leads: [current]. Assumptions I can make: [growth rates]. Constraints: [team, seasonality].</context> <task>Produce a forecast: projected outputs by channel (traffic → leads → customers → revenue), the assumptions behind each, a base/best/worst scenario, and the budget needed to hit the goal.</task> <constraints>Show the funnel math transparently so it can be pressure-tested. State every assumption explicitly. Provide three scenarios. Flag which assumption the forecast is most sensitive to. Be realistic, not aspirational.</constraints> <format>A funnel projection table (Channel | Spend | Traffic | Leads | Conv% | Customers | Revenue), a scenario table (Base/Best/Worst with key drivers), an Assumptions list, and a Sensitivity note (the one variable that most changes the outcome).</format>
A marketing forecast with funnel math, three scenarios, and a sensitivity analysis.
Pro tip: Ask Claude to flag the single most sensitive assumption — knowing which number breaks the forecast tells you what to monitor weekly.
Campaign ROI Analysis
24/30You are a marketing analyst evaluating campaign performance. Write a campaign ROI analysis. <context>Campaign: [name, goal]. Spend: [total, by channel]. Results: [leads, conversions, revenue, other metrics]. Time period: [dates]. Attribution model: [first/last/multi-touch]. Benchmarks: [past campaigns or targets]. Costs beyond media: [time, tools].</context> <task>Produce an ROI analysis: performance vs. goal, ROI/ROAS and CAC by channel, what worked and what didn't, and clear recommendations for next time.</task> <constraints>Compute ROI transparently and note attribution caveats. Compare against the benchmark, not in a vacuum. Separate signal from noise. End with specific, prioritized recommendations — scale, fix, or kill each channel.</constraints> <format>Sections: Performance Summary (vs. goal), Channel Breakdown table (Channel | Spend | Result | CAC | ROAS), What Worked / What Didn't, Attribution Caveats, and Recommendations (Scale / Fix / Kill per channel with reasoning).</format>
A campaign ROI analysis with per-channel returns and scale/fix/kill recommendations.
Pro tip: Ask Claude to label each channel scale, fix, or kill — a clear verdict per channel is more useful than a table of numbers alone.
Marketing Dashboard Spec
25/30You are a marketing analytics engineer. Write a specification for a marketing dashboard. <context>Audience: [exec / marketing team / both]. Decisions it should support: [what people need to decide]. Key metrics: [list]. Data sources: [GA, ad platforms, CRM, email tool]. Update frequency: [real-time, daily, weekly]. Tool: [Looker, GA4, spreadsheet].</context> <task>Produce a dashboard spec: the sections/widgets, the metric definitions, data sources per metric, visualization types, filters, and the layout — enough for someone to build it.</task> <constraints>Design for the decisions, not for data-dumping. Define each metric unambiguously (formula + source). Choose the right chart type per metric. Keep the top-level view to what matters most. Note refresh cadence and owners.</constraints> <format>Sections: Dashboard Purpose & Audience, Layout (top-level KPIs → channel detail → trends), Widget Spec table (Widget | Metric | Formula | Source | Chart type | Filter), Refresh Cadence, and a note on the 3 decisions this dashboard should make obvious.</format>
A marketing dashboard specification with widget definitions, sources, and chart types.
Pro tip: Have Claude start from the decisions the dashboard must support — dashboards built from 'available data' become ignored data graveyards.
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Templates
5 promptsContent Calendar Template
26/30You are a content operations lead. Write a reusable content calendar template plus a filled first month. <context>Channels: [blog, social, email, video]. Cadence goals: [posts per week per channel]. Content pillars: [themes]. Team roles: [writer, designer, editor]. Business goals content supports: [SEO, leads, brand]. Tools: [where it lives].</context> <task>Produce a content calendar template (the columns/fields to track) and then populate one example month showing how to use it across channels.</task> <constraints>Include every field a real workflow needs (status, owner, due, channel, pillar, CTA, link). Map content to pillars and goals. Make the example month realistic and varied, not repetitive. Keep it usable in a spreadsheet.</constraints> <format>First, the Template Column Definitions (field | purpose). Then a filled Example Month table (Date | Title | Channel | Pillar | Format | Owner | CTA | Status). End with a short 'how to run the weekly content meeting off this' note.</format>
A reusable content calendar template with a fully populated example month.
Pro tip: Ask Claude to include a 'CTA' column — content that isn't tied to a next action tends to get published then forgotten.
Campaign Brief Template
27/30You are a marketing operations manager standardizing how campaigns are briefed. Write a reusable campaign brief template. <context>Team: [size, roles]. Typical campaigns: [types we run]. Stakeholders who sign off: [who]. Common gaps in past briefs: [what gets missed]. Tools: [where briefs live]. Goal: [faster, clearer, aligned launches].</context> <task>Produce a fill-in-the-blank campaign brief template that captures everything a team needs to align and execute, with guidance notes for each field.</task> <constraints>Cover objective, audience, message, channels, assets, timeline, budget, owners, and measurement. Add a one-line prompt/example under each field so people fill it well. Keep it to one to two pages. Force a single primary KPI.</constraints> <format>A structured template with labeled fields, each with a short guidance note and example, grouped into: Overview (goal, KPI, budget), Strategy (audience, insight, big idea, message), Execution (channels, assets, timeline, owners), Measurement. Ready to copy into a doc.</format>
A reusable campaign brief template with per-field guidance and examples.
Pro tip: Have Claude add an example under each field — templates with sample answers get filled in properly; blank ones get filled with 'TBD.'
Marketing OKRs Template
28/30You are a marketing leader setting quarterly goals. Write a marketing OKRs template with an example set. <context>Company objective this quarter: [top goal]. Marketing's role: [contribution]. Time period: [quarter]. Team/functions: [SEO, paid, content, lifecycle]. Baseline metrics: [current]. What 'winning' means: [outcome].</context> <task>Produce an OKR template plus one example set: 2-3 objectives, each with 3-4 measurable key results, guidance on writing good KRs, and a scoring/check-in cadence.</task> <constraints>Objectives must be qualitative and inspiring; key results measurable and outcome-based (not task lists). Tie objectives to the company goal. Make KRs ambitious but gradable 0-1. Include a check-in rhythm.</constraints> <format>Sections: How to Write Good OKRs (3 rules), Template (Objective → Key Results with target/baseline), Example Marketing OKRs (2-3 objectives fully filled), and a Check-in Cadence (weekly/mid-quarter/end scoring). Keep KRs numeric.</format>
A marketing OKRs template with an example set and a check-in cadence.
Pro tip: Tell Claude to make every key result a number, not a task — 'launch the campaign' is a to-do; 'reach 500 MQLs' is a real KR.
Buyer Persona Template
29/30You are a customer research lead. Write a buyer persona template and one fully built example. <context>Product: [what it does]. Primary buyer: [role/type]. What I know about them: [goals, context]. Data sources I can use: [interviews, sales notes, analytics]. How the persona will be used: [messaging, targeting, product]. Number of personas needed: [count].</context> <task>Produce a persona template (the fields that actually drive marketing decisions) and one fully populated example persona based on the context.</task> <constraints>Include only decision-useful fields — goals, pains, triggers, objections, buying role, information sources, and quotes. Avoid useless demographic filler. Make the example specific and believable. Tie each field to how marketing would use it.</constraints> <format>The Template (field | why it matters), then a filled Example Persona: name/role, goals, pains, buying triggers, objections, decision role, where they get info, a representative quote, and 'how to reach and message them.' One page.</format>
A buyer persona template with decision-useful fields and one fully built example.
Pro tip: Ask Claude to cut demographic filler and keep triggers and objections — those are the fields that actually change your messaging.
Marketing Report Template
30/30You are a marketing operations analyst standardizing reporting. Write a monthly marketing report template. <context>Audience: [exec / stakeholders]. Reporting period: [monthly/quarterly]. Key metrics: [traffic, leads, pipeline, CAC, ROI]. Channels: [list]. Goals to report against: [targets]. What leadership actually cares about: [priorities]. Tool: [where it's built].</context> <task>Produce a report template: an executive summary structure, the sections and metrics to include, how to present wins and misses, and a next-steps format — reusable every period.</task> <constraints>Lead with insight and decisions, not raw numbers. Always show metrics vs. goal and vs. prior period. Explain the 'why' behind movements. Keep the exec summary to what a busy leader reads in 60 seconds. End with clear next actions.</constraints> <format>Template sections: Executive Summary (3 bullets: what happened, why, what's next), Metrics vs. Goal table (Metric | Actual | Goal | Prior | Trend), Channel Highlights, Wins & Misses (with reasons), Next Month's Priorities. Add guidance notes per section.</format>
A reusable monthly marketing report template that leads with insight and next steps.
Pro tip: Have Claude put a 60-second exec summary at the top — leaders read the first three bullets and skim the rest, so lead with the 'so what.'
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