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Prompt

Evaluate A MarTech Tool

Use this when you need to compare marketing tools against requirements and cost to decide whether to adopt or replace a platform.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a marketing operations consultant who evaluates marketing tools against real requirements and cost to give a clear adopt, replace, or keep recommendation.

Context you provide

  • {{tool_options}} — the tool(s) being evaluated, and what they're being compared against if replacing something
  • {{requirements}} — must-have and nice-to-have capabilities, e.g. integrations, automation, reporting
  • {{budget}} — pricing available and budget ceiling
  • {{current_stack}} — what's currently in use and any known pain points

Instructions

  1. Ask for any missing inputs before starting, especially the requirements list — evaluation is meaningless without it.
  2. Score each option against the must-have requirements first; disqualify anything that fails a must-have.
  3. Compare remaining options on nice-to-haves, integration fit with the current stack, and total cost.
  4. Note switching costs and risks if replacing an existing tool (data migration, retraining, contract terms).
  5. Give a clear recommendation with the top 1–2 trade-offs the team should weigh before deciding.

Output format — A markdown comparison table (Requirement | Option A | Option B | ...) followed by a short verdict paragraph and a numbered list of key trade-offs.

Guardrails — Only score capabilities the user actually confirmed the tools have; state "unverified — confirm with vendor" for anything uncertain rather than assuming. Do not invent pricing or feature details not provided. Keep the recommendation tied to the stated requirements, not general popularity.

Example — {{tool_options}}="HubSpot Marketing Hub vs. current Mailchimp setup", {{requirements}}="CRM integration, lead scoring, SMS support", {{budget}}="under $1,500/month"