Marketing Ops Prompt Pack
Claude and ChatGPT prompts for weekly reporting, campaign planning, KPI analysis, brief generation, and marketing meeting prep.
Best for
Marketing teams + Managers
Estimated time
20–45 min
Level
Intermediate
Start here
Pick the prompt that matches this week's task. Fill in the variables with your real data, run the prompt, then use the follow-ups to sharpen the output before sharing it with the team.
Use this when
- You need to prepare a weekly or monthly marketing report
- You are planning a new campaign and need a structured brief
- You want to diagnose a KPI drop or opportunity
- You are prepping for a stakeholder or client meeting
After you finish
- Save your filled-in prompts so they become reusable templates
- Attach AI-generated reports to the meeting doc, not as standalone work
- Review every recommendation against your actual constraints
Usage guide
How to use this resource.
Rules before you start
- Replace every bracketed variable before running a prompt.
- Use real numbers and context, not placeholders.
- Keep human judgment on every decision the prompt suggests.
Prepare these inputs
- Access to your analytics or ad platform
- This week's or month's key metrics
- Campaign brief or planning doc if applicable
- Meeting agenda or stakeholder list
Interactive workbench
Customize this prompt pack
Fill the variables once, then copy personalized prompts below. Your inputs are saved in this browser only — nothing is sent anywhere.
Start by filling the variables. You can still copy the raw prompts.
0 of 18 variables filled
The company, project, or personal brand name.
The single most important success metric.
The reporting window.
The key numbers for the period, pasted in.
The internal name of the campaign.
Who will read this output.
Workflow
Use it as a sequence.
- 01
Gather this period's metrics.
- 02
Run the reporting prompt to summarize performance.
- 03
Use the KPI diagnosis prompt on any underperforming metric.
- 04
Generate or refine briefs for upcoming campaigns.
- 05
Prep meeting notes with the stakeholder prep prompt.
Prompt group
Weekly & Monthly Reporting
Use these prompts to turn raw numbers into a decision-focused summary your team can act on.
Summarize this week's marketing performance into decisions.
01 Weekly Performance Summary
Act as a marketing operations analyst. Summarize marketing performance for [BRAND] during [TIME PERIOD]. Primary KPI: [PRIMARY KPI] This period's numbers: [METRICS] Return: 1. What changed this week and the likely reason 2. Top three wins 3. Top three risks or drops 4. Three recommended actions for next week 5. One metric to watch closely
Inputs needed
- • Brand
- • Primary KPI
- • Time period
- • Metrics
Output format
- • Performance summary
- • Wins
- • Risks
- • Recommended actions
- • Watch metric
Follow-up prompts
- Make this suitable for a board-level audience.
- Add a budget efficiency section.
Compare this month to last month and surface trends.
02 Monthly Trend Report
Act as a senior marketing analyst. Compare [BRAND]'s marketing performance across two months. Primary KPI: [PRIMARY KPI] This month: [METRICS] Last month: [LAST MONTH METRICS] Return: 1. Month-over-month changes with direction 2. Three trends worth continuing 3. Three trends worth correcting 4. Budget reallocation suggestions 5. Focus areas for next month
Inputs needed
- • Brand
- • Primary KPI
- • This month's metrics
- • Last month's metrics
Output format
- • Month-over-month changes
- • Continue
- • Correct
- • Budget suggestions
- • Focus areas
Follow-up prompts
- Add channel-by-channel breakdown.
- Rewrite for a non-technical audience.
Prompt group
KPI Diagnosis
Use these prompts when a metric moves and you need to understand why.
Investigate why a key metric dropped.
03 KPI Drop Diagnosis
Act as a growth diagnostician. A key marketing metric dropped for [BRAND]. KPI: [PRIMARY KPI] Before: [BEFORE VALUE] After: [AFTER VALUE] Context: [CONTEXT] Return: 1. Five most likely root causes, ranked by probability 2. What data to check for each hypothesis 3. Three quick tests to confirm the real cause 4. Recommended first fix
Inputs needed
- • Brand
- • KPI name
- • Before and after numbers
- • Context
Output format
- • Root causes
- • Data to check
- • Quick tests
- • Recommended fix
Follow-up prompts
- Assume the first hypothesis is correct. What is the fix plan?
- What would a recovery timeline look like?
Prompt group
Campaign Planning
Use these prompts to structure a campaign from objective through brief.
Turn a loose campaign idea into a structured brief.
04 Campaign Brief Generator
Act as a senior marketing strategist. Build a campaign brief for [BRAND]. Campaign: [CAMPAIGN NAME] Goal: [GOAL] Audience: [TARGET AUDIENCE] Budget range: [BUDGET] Timeline: [TIMELINE] Return: 1. One-sentence campaign objective 2. Target audience definition 3. Core message and angle 4. Channel plan with role per channel 5. Key milestones and dates 6. Success criteria and KPIs 7. Risks and assumptions 8. Required assets list
Inputs needed
- • Brand
- • Campaign name
- • Goal
- • Audience
- • Budget range
- • Timeline
Output format
- • Objective
- • Audience
- • Message
- • Channel plan
- • Milestones
- • KPIs
- • Risks
- • Assets needed
Follow-up prompts
- Add a media plan with budget split by channel.
- Create a one-page version I can share with stakeholders.
Review a completed campaign and extract lessons.
05 Campaign Post-Mortem
Act as a marketing operations lead. Run a post-mortem on [BRAND]'s campaign. Campaign: [CAMPAIGN NAME] Original goal: [GOAL] Results: [METRICS] Context: [CONTEXT] Return: 1. Goal versus actual performance 2. What worked and why 3. What underperformed and why 4. Three lessons for the next campaign 5. One process change to implement
Inputs needed
- • Brand
- • Campaign name
- • Results
- • Original brief or goals
Output format
- • Goal vs. actual
- • What worked
- • What underperformed
- • Lessons
- • Process change
Follow-up prompts
- Turn the lessons into a checklist for the next campaign.
- Draft a stakeholder summary from this post-mortem.
Prompt group
Meeting Prep
Use these prompts to prepare structured marketing meeting agendas and talking points.
Prepare for a marketing review with stakeholders.
06 Stakeholder Meeting Prep
Act as a marketing chief of staff. Prepare a meeting brief for [BRAND]. Purpose: [MEETING PURPOSE] Attendees: [STAKEHOLDERS] Key metrics: [METRICS] Open questions: [OPEN QUESTIONS] Return: 1. Three-sentence executive summary 2. Agenda with time allocations 3. Talking points per agenda item 4. Anticipated pushback and prepared responses 5. Decisions needed from this meeting 6. Follow-up actions template
Inputs needed
- • Brand
- • Meeting purpose
- • Attendees
- • Key metrics
- • Open questions
Output format
- • Executive summary
- • Agenda
- • Talking points
- • Pushback prep
- • Decisions needed
- • Follow-up template
Follow-up prompts
- Make this a 15-minute version instead of 30.
- Add a one-page visual summary slide outline.
Prompt group
Budget & Resource Planning
Use these prompts when reallocating budget or planning resource allocation.
Decide where to shift marketing budget based on performance.
07 Budget Reallocation Advisor
Act as a media planning strategist. Advise on budget reallocation for [BRAND]. Goal: [GOAL] Current budget split: [BUDGET SPLIT] Performance by channel: [METRICS] Constraints: [CONSTRAINTS] Return: 1. Current efficiency ranking by channel 2. Recommended reallocation with reasoning 3. What to increase, maintain, and reduce 4. Expected impact of the shift 5. Risks of the reallocation 6. How to test the change before committing fully
Inputs needed
- • Brand
- • Current budget split
- • Performance by channel
- • Goal
Output format
- • Efficiency ranking
- • Recommended split
- • Increase / maintain / reduce
- • Expected impact
- • Risks
- • Test plan
Follow-up prompts
- Model a 20% total budget cut scenario.
- What if we doubled the top performer's budget?