ChatGPT Prompts for Marketing Agency Work: 12 to Copy

ChatGPT prompts for marketing agency teams speed up the work around campaigns: onboarding clients, writing proposals, reporting results, and keeping projects on track. The 12 prompts below follow a client from first call to monthly review. Paste your own notes and exported numbers, and keep confidential client data out of tools your client has not approved.

Reporting note: Report only numbers from your clients' real platform exports, label estimates and tests clearly, and never pad results. When a campaign uses influencers, creators, or reviews tied to a payment, gift, or affiliate link, make sure the FTC disclosure is in place and say so in the report.

Win and onboard clients

1. Discovery call questions

We have a discovery call with [business type] that wants [goal]. Write 12 questions about their customers, current marketing, budget, and how they will judge success.

2. Proposal from discovery notes

Turn these discovery notes [paste] into a proposal outline: the problem in their words, our approach, scope, timeline, and what is not included. Use only facts from the notes.

3. Onboarding checklist

Create an onboarding checklist for a new [service] client: accounts and access we need, brand assets, approvals, and a kickoff agenda, with owners.

Plan the work

4. Strategy brief

From this client intake [paste], write a one-page strategy brief: audience, goal, KPIs, channels, and the first 30 days of work.

5. Creative brief for the team

Write a creative brief for [campaign]: objective, audience, single message, mandatory facts, formats, and what to avoid. Use only these inputs [paste].

6. Scope check

Here is our signed scope [paste] and the client's new request [paste]. Is it in scope? If not, draft a friendly reply offering options and a change order.

Report results

7. Monthly report summary

Here are this month's and last month's numbers [paste]. Write a 3-sentence summary for the client and a table with the change and percent change for each KPI.

8. Explain a drop

[KPI] fell from [number] to [number]. Using our work log [paste], list possible reasons, label each as evidence or hypothesis, and suggest how to check it.

9. Test readout

Summarize this A/B test [paste setup and results] for a client: what we tested, the result, how confident we are, and what we will do next.

Manage the relationship

10. Quarterly business review

Build a quarterly review agenda for [client] from these three monthly reports [paste]: wins, misses, lessons, and proposals for next quarter.

11. Hard news email

Draft an email telling [client] that [issue, such as a missed deadline]. Own it, explain the fix and new date, and keep it under 150 words.

12. Internal status

From our project tracker export [paste], list every client deliverable due in the next two weeks with owner and risk, sorted by due date.

Write the monthly client report in one prompt

The flagship Marketing Agency Prompt: Monthly Client Report From Data takes the client brief, agreed KPIs, this month's and last month's numbers, work delivered, next month's plan, and the client's preferred tone. It returns a summary, a KPI table with every change computed, what worked with evidence, a plan, client asks, and data notes. Its example reports a month of results for an indoor climbing gym.

Tips for agency teams

Check every number against the platform export before sending. Label guesses as hypotheses, and never claim results the data does not show. Ask clients which AI tools they allow before you paste their data.

Related prompts

For new business, see the ChatGPT prompt for business proposal. The 90-day marketing plan prompt helps plan client work, and ChatGPT prompts for social media managers cover day-to-day channel work.

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