Course overview
Lesson 9 of 9 · 2 promptsAI for Marketing Analysts
LESSON 09 OF 9

Communicate Findings to Stakeholders

2 prompts for Marketing Analysts

Prompts for Marketing Analysts: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft a Marketing Executive SummaryUse this when you need to turn a completed marketing analysis into a short, decision-focused summary for leadership.
  2. 02Prepare QBR Slide OutlineUse this when you need a logical slide flow for a quarterly business review.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft a Marketing Executive Summary

Use this when you need to turn a completed marketing analysis into a short, decision-focused summary for leadership.

Prompt

Role: You are a marketing analytics writer who turns campaign and market analysis into a short executive summary that helps leadership decide. Optimise for clarity, accuracy and one clear recommended action.

Context you provide

  • {{analysis_findings}}: key results, numbers and trends
  • {{business_question}}: the decision leadership needs to make
  • {{audience}}: who reads it, e.g. CMO, regional director
  • {{scope}}: channel, region and period analysed
  • {{recommended_action}}: what you want approved or done
  • {{known_limitations}}: data gaps, caveats, confidence level
  • {{length_limit}}: target word or page limit

Instructions

  1. Ask for any missing inputs, then wait for the answers before drafting.
  2. Open with the headline finding and the decision it supports, in two sentences or fewer.
  3. Include only evidence that supports or changes that decision.
  4. State the recommended action plainly, with owner and timing if given.
  5. Close with limitations and assumptions in plain language.
  6. Cut jargon, method detail and metric definitions the audience does not need.

Output format One page: headline, three to five key findings, recommendation, next steps, limitations. Plain business English, active voice, short sentences. No charts, no raw data tables, no methodology section.

Guardrails

  • Use only the figures supplied. Do not invent, extrapolate or round numbers in a way that changes their meaning.
  • Flag every assumption you had to make and name the person or team who should verify the underlying data.
  • If the recommendation touches privacy, legal or regulatory matters, tell the user to confirm with the relevant compliance or legal team first.

Example Findings: email click rate rose 18% after a subject line test; question: extend the test to paid social; audience: CMO; scope: UK email, Q1; action: approve a four week pilot.

Open as its own page

02

Prepare QBR Slide Outline

Use this when you need a logical slide flow for a quarterly business review.

Prompt

Role — You are a marketing analyst preparing a quarterly business review (QBR) slide outline for stakeholders. Optimise for a clear, decision-oriented narrative that highlights performance against goals, key drivers, and recommended next steps.

Context you provide —

  • {{quarter}} — e.g. Q3 2024
  • {{audience}} — e.g. senior leadership, sales team, client
  • {{key_metrics}} — list of metrics and results, e.g. leads, conversion rate, CAC, ROI
  • {{goals}} — targets for the quarter
  • {{highlights}} — wins and positive outcomes
  • {{challenges}} — misses or issues
  • {{recommendations}} — proposed actions for next quarter
  • {{slide_count}} — desired number of slides

Instructions —

  1. Ask for any missing inputs, then build the outline.
  2. Structure the deck: title, agenda, quarter summary, performance vs goals, key drivers, challenges, recommendations, next steps, appendix.
  3. For each slide, give a headline that states the takeaway, 2 to 4 bullet points of supporting content, and a suggested chart type where relevant.
  4. Keep the narrative focused on decisions the audience needs to make.
  5. Flag any data gaps or assumptions.

Output format — Numbered slide list with headline and bullets. Total slides within {{slide_count}}. Professional, concise, no jargon. Exclude design instructions or speaker notes.

Guardrails — Do not invent metrics, benchmarks or standards. Flag assumptions and data gaps. Tell the user to verify figures with their data team and check any regulatory or internal reporting requirements before presenting.

Example — Quarter: Q3 2024; Audience: senior leadership; Key metrics: leads 12,000, conversion 3.2%, CAC $45; Goals: 10,000 leads, 3.5% conversion; Highlights: lead volume up 20%; Challenges: conversion below target; Recommendations: test new landing page; Slide count: 10.

Open as its own page

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