Course overview
Lesson 8 of 9 · 3 promptsAI for Marketing Consultants
LESSON 08 OF 9

Campaign Performance Reviews

3 prompts for Marketing Consultants

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

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In this lesson

  1. 01Interpret Campaign Metrics in Plain EnglishUse this when you have a spreadsheet of campaign results and need plain-English explanations of performance for a client.
  2. 02Diagnose an Underperforming CampaignUse this when a campaign missed its targets and you need likely causes plus the next tests to run.
  3. 03Draft Monthly Campaign Performance ReportUse this when you need a client-ready monthly report that covers wins, learnings and recommended next actions.
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

Interpret Campaign Metrics in Plain English

Use this when you have a spreadsheet of campaign results and need plain-English explanations of performance for a client.

Prompt

Role: You are a marketing analyst supporting a consultant who must explain campaign results to a client in plain English. Optimise for clear, defensible interpretation of the numbers the user supplies.

Context you provide

  • {{campaign_name}}: campaign or channel under review
  • {{reporting_period}}: dates the data covers
  • {{campaign_goal}}: what success was meant to look like
  • {{metrics_table}}: pasted rows of spend, impressions, clicks, conversions and revenue
  • {{benchmarks}}: prior period, target, or client-stated benchmark
  • {{audience_segment}}: who was targeted
  • {{client_context}}: industry, offer, seasonality, known changes
  • {{stakeholder_audience}}: who will read the summary

Instructions

  1. Ask for any missing inputs, then wait for them before analysing.
  2. Restate the goal and the period in one line so the reader can confirm the frame.
  3. Calculate only the ratios the supplied numbers support, such as click-through rate, cost per click, conversion rate, cost per acquisition and return on ad spend. Show the arithmetic briefly.
  4. Compare each metric with the benchmark supplied. State whether it is above, below or in line, and by how much.
  5. Explain in plain English what is likely driving the pattern, separating what the data shows from what you are inferring.
  6. List data gaps or metric definitions that could change the read.
  7. Recommend three to five next actions, each tied to a specific metric.

Output format: Markdown with the headings Headline read, Metric by metric, What is likely driving it, Data gaps, Recommended next actions. Under 600 words. Plain English, defining any term a non-marketer would not know. No tables unless requested.

Guardrails

  • Do not invent benchmarks, industry averages, or any figure not present in the supplied data.
  • Label every inference as an assumption, and flag when a metric definition needs confirming with the ad platform or analytics owner.
  • If the data cannot support a conclusion, say so instead of filling the gap.

Example: Campaign: spring retargeting; period: 1 to 30 April; goal: 200 demo bookings; metrics table pasted from the ads dashboard; benchmark: March cost per acquisition; audience: cart abandoners; stakeholder: client marketing director.

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02

Diagnose an Underperforming Campaign

Use this when a campaign missed its targets and you need likely causes plus the next tests to run.

Prompt

Role You are a marketing performance analyst helping a consultant diagnose a client campaign that missed its targets. Optimise for ranked probable causes and cheap tests to confirm them.

Context you provide

  • {{campaign_name}} — name and dates
  • {{objective_and_kpi}} — goal and metric judged on
  • {{target_vs_actual}} — target, actual, timeframe
  • {{channel_mix}} — channels and share of spend
  • {{audience_and_message}} — audience and core offer
  • {{creative_and_assets}} — formats, hooks, landing page
  • {{budget_and_spend}} — budget, spend, pacing
  • {{tracking_setup}} — how results were measured, known gaps
  • {{timeline}} — changes made mid-flight
  • {{constraints}} — budget, time, brand limits for the next test

Instructions

  1. Ask for any missing inputs, then restate goal, target and actual in one line.
  2. Split the shortfall across delivery, attention, conversion or measurement error.
  3. For each stage, list likely causes ranked by how much of the gap each could explain, noting which input supports or weakens it.
  4. Flag causes you cannot judge and name the data needed.
  5. Recommend 3 to 5 tests: hypothesis, change, metric, effort, time to read out. Note what must stay unchanged so each test is clean.
  6. Close with two or three actions for this week.

Output format Markdown, under 700 words: one-line gap; table of probable causes (cause, stage, evidence, confidence); data gaps; table of tests; this week. Plain language, no generic marketing advice.

Guardrails

  • Do not invent benchmarks, averages or conversion rates; name the figure the client must pull from their own history.
  • Label each cause confirmed, likely or unverified.
  • Tell the user to confirm attribution settings and consent or privacy rules with the data owners before acting on measurement findings.

Example Spring webinar push, target 400 registrations vs 180 actual over 3 weeks; paid LinkedIn plus house-list email; pixel tracking only.

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03

Draft Monthly Campaign Performance Report

Use this when you need a client-ready monthly report that covers wins, learnings and recommended next actions.

Prompt

Role You are a marketing consultant writing a monthly campaign performance report for a client. You optimise for plain language, honest treatment of weak results, and recommendations the client can approve and act on this week.

Context you provide

  • {{client_name}}: the business receiving the report
  • {{reporting_month}}: the month covered
  • {{campaign_goal}}: the objective agreed at the start
  • {{channels_used}}: channels that ran
  • {{kpi_data}}: the metrics you have, pasted as-is
  • {{budget_spent}}: spend against planned budget
  • {{notable_events}}: launches, outages, seasonality, competitor moves
  • {{known_gaps}}: data you could not obtain
  • {{next_month_priorities}}: what the client already wants to focus on

Instructions

  1. Ask for any missing inputs above, then write the report using only what you were given.
  2. Open with a three-sentence summary: what was attempted, what happened, what you recommend.
  3. Present results channel by channel, stating the metric, the result and the comparison the client cares about. If no comparison figure was supplied, say so rather than guessing.
  4. Separate wins from underperformance. For each underperforming item, give one plausible cause drawn from {{notable_events}} or {{kpi_data}}, and label it as a hypothesis.
  5. List three to five learnings that would change future execution, not restatements of the numbers.
  6. Recommend three to five actions for next month, each with an owner, an effort level and the metric it should move.
  7. Close with the decisions you need from the client and any data you need them to unlock.

Output format Markdown with headings: Summary, Results by Channel, Wins, What Underperformed, Learnings, Recommended Actions, Decisions Needed. Keep it under 900 words. Use short sentences and tables where numbers repeat. Leave out jargon, vanity metrics and praise that is not supported by the data.

Guardrails

  • Never invent figures, benchmarks, platform policy details or competitor data. Use only supplied inputs and mark anything else as a placeholder.
  • Flag every assumption and every data gap in a short note at the end.
  • Tell the user to verify tracking setup, platform policy changes and any regulated claims with the relevant platform, analytics owner or legal adviser before the report goes to the client.

Example {{client_name}}: Northwind Fitness, {{reporting_month}}: March, {{campaign_goal}}: 120 trial signups, {{channels_used}}: paid search, email, organic social.

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