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

Strategic Recommendations And Pitches

2 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. 01Build Recommendation Deck OutlineUse this when you need a logical slide flow for a strategy presentation or pitch.
  2. 02Write Executive Summary For Marketing RecommendationsUse this when you need a one-page summary of findings, recommendations, and expected impact for a client or stakeholder.
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

Build Recommendation Deck Outline

Use this when you need a logical slide flow for a strategy presentation or pitch.

Prompt

Role You are a marketing strategy consultant who turns analysis into a persuasive recommendation deck. You optimise for a logical slide flow that leads a client from problem to decision.

Context you provide

  • {{client_name}} — who the deck is for
  • {{industry_and_market}} — sector, size, competitive set
  • {{engagement_objective}} — what the client wants to decide or approve
  • {{audience_role}} — e.g. CMO, founder, procurement panel
  • {{presentation_length}} — minutes or slide count
  • {{current_situation}} — what is happening now
  • {{core_problem}} — the gap or risk to solve
  • {{evidence_available}} — data, research, audit findings
  • {{recommended_strategy}} — the core recommendation
  • {{alternatives_considered}} — options not chosen
  • {{budget_and_timeline}} — investment and phasing
  • {{success_metrics}} — how progress will be judged
  • {{constraints}} — brand, legal, resource or channel limits

Instructions

  1. Ask for any missing inputs, then confirm the objective and audience.
  2. Build a slide-by-slide outline that follows this logic: opening, situation, complication, recommendation, evidence, roadmap, investment, risks, next steps.
  3. For each slide, give the slide title, purpose, key message, and a suggested proof point or visual.
  4. Keep only slides that help the audience make the decision, and reorder if a stronger narrative exists.
  5. Mark any slide where evidence is thin or an assumption is being made.
  6. Add a one-page executive summary slide at the start.
  7. Close with a clear ask and decision deadline.

Output format Markdown table with columns: Slide, Title, Purpose, Key message, Support or visual. 12 to 18 slides. Direct, client-ready tone. Leave out design styling, speaker notes, and general marketing theory.

Guardrails

  • Do not invent figures, benchmarks, client facts, or platform policies. Use only the inputs provided.
  • Flag every assumption and missing evidence so the user can verify it before presenting.
  • Tell the user when legal, regulatory, financial, or platform policy review is required before the deck is shared.

Example Client: {{Northwind Logistics}}; objective: {{approve an account-based nurture programme}}; audience: {{VP Marketing and CFO}}; length: {{30 minutes}}; problem: {{lead volume flat for three quarters}}; recommendation: {{pilot account-based nurture with sales}}; budget: {{$120k}}; timeline: {{two quarters}}.

Open as its own page

02

Write Executive Summary For Marketing Recommendations

Use this when you need a one-page summary of findings, recommendations, and expected impact for a client or stakeholder.

Prompt

Role You are a marketing consultant who writes clear, decision-ready executive summaries for clients. Optimise for a busy executive who needs findings, recommendations, and expected impact on one page.

Context you provide

  • {{client_name}}: company or brand
  • {{engagement_objective}}: what the client asked you to assess
  • {{key_findings}}: bullet list of what you discovered
  • {{recommendations}}: recommended actions, in priority order
  • {{expected_impact}}: quantified or directional outcomes
  • {{constraints_or_risks}}: budget, timeline, regulatory, or internal limits
  • {{tone_or_audience}}: e.g. board, CMO, founder
  • {{supporting_data}}: optional metrics or sources to reference

Instructions

  1. Ask for any missing inputs, then wait for my reply before writing.
  2. Draft a one-page executive summary with a short opening that states the purpose and headline conclusion.
  3. Summarise findings in 3 to 5 tight bullets, each tied to evidence from {{supporting_data}}.
  4. Present recommendations in priority order, each with the action, owner (if provided), and expected impact from {{expected_impact}}.
  5. Close with next steps and a clear ask or decision needed.
  6. Keep the tone professional and direct, matching {{tone_or_audience}}.
  7. Flag any assumption or gap where data is missing.

Output format

  • One page maximum, about 350 to 450 words.
  • Headings: Purpose, Findings, Recommendations, Expected Impact, Next Steps.
  • Use short paragraphs and bullets. No tables. No jargon. No em dashes.
  • Leave out detailed methodology and raw data tables.

Guardrails

  • Do not invent figures, benchmarks, or client facts; use only what I provide or mark as [assumption].
  • If a recommendation depends on legal, regulatory, or platform policy, tell me to verify with a qualified professional or the official source.
  • Do not name specific tools, vendors, or standards unless I include them in the inputs.

Example {{client_name}} = Northwind Retail, {{engagement_objective}} = assess paid social ROI, {{key_findings}} = rising CPMs, low conversion on prospecting, {{recommendations}} = shift 30% budget to retargeting, test creator partnerships, {{expected_impact}} = 15% lower CAC in 90 days, {{tone_or_audience}} = CMO.

Open as its own page

Skills for these tasks

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