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Marketing Agencies · 10 prompts

AI Prompts for Marketing Agencies

Ten prompts covering the actual writing a solo or small agency repeats every week: pitches, proposals, client reports, churn saves, and case studies.

See these prompts used as one system in How to Automate Your Marketing Agency With Claude: The Full System.

1. Cold pitch to a qualified prospect

Sourcing/pitch message that references something real about the prospect's business instead of a generic agency pitch.

I want to pitch {PROSPECT_COMPANY} on {SERVICE (e.g. paid social management, SEO, content)}. Here's what I know about their business and something specific I noticed: {PROSPECT_CONTEXT (what they do, one real observation about their current marketing, a gap I can actually help with)}. Write a short outreach message (under 120 words) that references that specific observation, not a generic 'we help businesses grow' opener. State the one gap plainly, and end with a low-pressure next step, not 'let's hop on a call to discuss synergies.'

2. Proposal or scope of work for a qualified lead

Turns a discovery call into a real proposal, not a templated one-pager.

I had a discovery call with {PROSPECT_COMPANY}. Here's what came out of it: {CALL_NOTES (their goals, current situation, budget range if given, timeline, what they explicitly said they don't want)}. Write a proposal covering the recommended scope, what's included and explicitly not included, timeline, and pricing structure (not a number, reference {PRICING_INPUT}). Lead with their stated goal, not a list of our services. Do not promise a specific result or number (leads, ranking position, revenue) as guaranteed, describe the approach and what we'll measure instead.

3. Monthly client performance report

Turns raw campaign numbers into a report that leads with what matters, not a wall of metrics.

Here's this month's performance data for {CLIENT_NAME}'s {CAMPAIGN_OR_CHANNEL}: {METRICS (spend, key results, month-over-month change, one number that moved meaningfully)}. Write a client-facing report email. Lead with the single most important result, not every metric in order. Explain what changed and why in plain language, and end with one clear recommendation for next month, not a neutral data dump that leaves them to draw their own conclusion.

4. Churn-risk save conversation

Prepares an honest conversation with a client who's considering leaving, before the call, not during it.

{CLIENT_NAME} is showing signs of churn risk. Here's what I'm seeing: {SIGNALS (late payments, disengagement, a specific complaint, a competitor mention, results underperforming)}. Write talking points for a save conversation, not a script. Lead with acknowledging the real issue directly, not defensively. If results have genuinely underperformed, say so honestly and explain what changes, don't oversell a fix I can't actually deliver. End with one specific, concrete next step, not a vague 'let's touch base.'

5. Scope-creep or additional-fee conversation

Names new-scope work plainly and proposes fair terms, without either eating the cost or sounding punitive.

{CLIENT_NAME} is asking for {NEW_ASK}, which is outside our current scope of {CURRENT_SCOPE}. Write a message that acknowledges the request, states plainly that it's outside the current scope (without sounding like a rejection), and proposes how to handle it: either a scope addition with a specific fee, or a clear no with a reason, based on {MY_PREFERENCE}. Keep it collaborative, not adversarial, this is a client I want to keep, not a dispute to win.

Want this built for your business?

Everything here is yours to copy and adapt. If you'd rather have it built and wired up for your specific business instead of adapting it yourself, apply for a strategy call and describe what you're trying to automate.

6. Testimonial or referral request

Asks for a testimonial or referral at a genuine result moment, tied to a specific, real outcome.

{CLIENT_NAME} just hit a real result: {RESULT (a specific, factual outcome, not an invented number)}. Write a short message asking for a testimonial or referral, referencing that specific result. If asking for a testimonial, ask an open question that prompts a specific answer ('what changed for your business') rather than 'would you leave us a review,' since specific testimonials read as more credible than generic ones.

7. Case study draft from a completed campaign

Turns real campaign results into a case study, flagged clearly for the client's fact-check and approval before anything goes public.

Write a case study draft for {CLIENT_NAME}'s {CAMPAIGN_OR_PROJECT}. Here are the real results: {RESULTS (specific, factual numbers and the actual timeframe)}. Structure it as: the starting situation, what we did, the actual result, in that order. Use only the numbers I gave you, do not round up or infer additional results. Add a clear note at the top that this draft needs the client's written sign-off on every number and every quote before it's published anywhere.

8. Quarterly business review talking points

Prepares an honest quarter-in-review conversation, leading with results, not activity.

Prepping a quarterly review with {CLIENT_NAME}. Here's the quarter's real activity and results: {QUARTER_SUMMARY (what we did, what worked, what didn't, any misses)}. Write talking points for the conversation. Lead with actual results against their stated goals, not a list of deliverables completed. If something underperformed, name it plainly and explain what we're changing, don't bury it in the middle. End with next quarter's recommended focus and why.

9. Creative brief for a new campaign

Turns a client's goal and raw notes into a brief the creative team can actually work from.

New campaign for {CLIENT_NAME}. Here's what I know: {CAMPAIGN_CONTEXT (goal, audience, budget, timeline, any must-haves or constraints the client stated)}. Write a creative brief covering objective, audience, key message, constraints, and success metric. Be specific about the audience (not 'everyone interested in {INDUSTRY}'), and state the one thing this campaign must not do or say if the client specified one.

10. Agency's own social proof post

Writes a post about the agency's own work, using only real, disclosed results, not invented or unattributed numbers.

Write a social post about {OUR_RESULT (a real, specific result we achieved for a client, with the client's permission to share it)}. Under 80 words. Use only the specific number given, don't round up or add unstated context. If the client's name or brand isn't cleared to share, describe the result and industry without naming them. Do not imply this is a typical or guaranteed result for every client, describe it as this specific case.

Want this built for your business?

Everything here is yours to copy and adapt. If you'd rather have it built and wired up for your specific business instead of adapting it yourself, apply for a strategy call and describe what you're trying to automate.