Business Prompts
Business Prompts for Agencies
Agency work runs on writing-heavy processes — proposals, briefs, strategies, status reports, and client communication. AI handles the structural drafting of these documents well, freeing account managers and strategists for the work that requires judgment and client knowledge.
Who these prompts are for
Marketing agencies, creative studios, SEO agencies, web design firms, consultancies, and any service business with recurring client delivery. Most useful for account managers, project managers, and strategists who draft client-facing documents regularly.
Best use cases
- New business proposals and pitch decks
- Creative and strategy briefs
- Monthly status and performance reports
- Client onboarding documents
- Case study outlines
- Scope of work and change order templates
Ready-to-use prompts
Client proposal
Act as a senior agency strategist. Write a one-page project proposal for a [project type] engagement for a [client type]. Sections: (a) client situation summary that shows we listened, (b) recommended approach and rationale, (c) included deliverables and explicit exclusions, (d) timeline, (e) investment framing. Tone: confident and professional. End with one clear next step.
Creative brief
Create a creative brief for a [campaign/project type] for [client/brand]. Include: objective, target customer (3 specific sentences), core message (1 sentence), tone/personality, mandatories, key deliverables, and what success looks like. Format it so a creative team can execute without a kickoff call.
Monthly client report
Write a monthly performance report structure for a [retainer type] agency client. Sections: executive summary, work completed this month, results vs. benchmarks, work planned next month, open items requiring client input, and overall project health with brief rationale. Tone: clear, forward-moving, and confident.
Case study outline
Write a case study outline for an agency client project. Structure: (a) client background and challenge (2 sentences each), (b) our approach and why, (c) specific results with metrics, (d) a quote-worthy sentiment (I'll source from the client), (e) CTA for similar prospects. Keep the result in the headline — 300–400 words total.
Scope of work
Draft a scope of work for a [project type] for [client context]. Include: project objective, deliverables list with brief descriptions, what is explicitly NOT included, timeline with milestones, revision policy, and approval process. Format clearly so both parties can sign off without ambiguity.
New business outreach
Write a cold outreach email to a [prospect type] from an agency that specializes in [specialty]. Open with one specific observation about their business. State the one problem we solve in 2 sentences. Give one proof point. End with a yes/no question. Under 120 words.
Tips for better agency prompts
Agency prompts produce far better output when you include the client context upfront — industry, company size, specific challenge. A generic proposal prompt produces a generic proposal. A prompt that opens with "our client is a 3-location dental practice in Sacramento that needs a local SEO strategy" produces something you can actually customize and send.
Common mistakes
- Sending AI proposals without customization. Clients recognize template proposals. AI creates structure — you add the client-specific detail that wins business.
- Skipping scope exclusions. A well-drafted SoW prevents scope creep. Always include what you won't do, not just what you will.