Industry Templates
Agency Prompt Templates
These prompt templates are built around the recurring deliverables agencies produce most often. Each template produces a professional first draft that needs client-specific customization before sending.
When to use these templates
- New business proposals and pitch materials
- Creative and strategy briefs for client projects
- Monthly client reports and status updates
- Case studies and proof content
- Onboarding and kickoff documentation
Ready-to-use prompt templates
Project proposal
Act as a senior agency strategist. Write a one-page project proposal for a [project type] engagement for a [client type] in the [industry] space. Structure: (a) Client situation -- 2 sentences showing we understood their brief (b) Our recommended approach and why (c) Deliverables with brief descriptions (d) What is explicitly NOT included (e) Timeline with key milestones (f) Investment: [I'll add the number] (g) Next step: [specific action] Tone: confident, client-focused. Not salesy.
Creative brief
Create a complete creative brief for a [campaign type] for [brand/client context]. Include: - Campaign objective (1 measurable goal) - Target customer (3 specific sentences) - Core message (1 sentence) - Tone and personality (3 adjectives + descriptions) - What to communicate vs. avoid - Key deliverables - Success definition Format: fillable document a creative team can execute without a kickoff call.
Monthly client status report
Write a monthly client status report for a [retainer type] engagement. Sections: 1. Executive summary (3 sentences) 2. Completed this month (with specific deliverables) 3. Results vs. targets (I'll add the data) 4. Planned for next month 5. Client input required 6. Overall health: [Green/Yellow/Red] -- brief note Tone: forward-focused, no padding.
Case study outline
Write a case study outline for an agency client project. Structure: - Headline: [result] for [client type] - Client challenge: 2 sentences - Our approach: what we did and key decisions - Results: [I'll add the metrics] - Client quote placeholder - CTA for similar prospects Total target: 350-400 words. Lead with the result.
New business outreach email
Write a cold outreach email from an agency specializing in [service type] to a [prospect type] at a [company type]. Open: 1 specific observation about their business (I'll personalize) Body: The one problem we solve in 2 sentences Proof: 1 specific result for a similar client Ask: A yes/no question -- not 'let's hop on a call' Under 120 words total.
Onboarding welcome document
Write a client onboarding document for a new [retainer type] engagement. Sections: - First 30 days: what we will do - What we need from you: [list inputs] - How we communicate: frequency, channels, response times - Feedback and revision process - Who to contact for what Tone: professional and reassuring. Make the client feel organized, not overwhelmed.
Tips for this industry
- Always add the client's specific situation to the proposal template before sending. Generic proposals lose pitches.
- Include explicit exclusions in every scope of work. Vague scope leads to scope creep disputes.
- For case studies, lead with the most specific measurable result in the headline.
Common mistakes
- Sending AI proposals without customization. One client-specific paragraph showing you listened makes more difference than the entire template.
- Over-relying on AI for competitive strategy. AI can structure a strategy document; the market intelligence has to come from the team.