Guide
AI Prompts for Agencies
Agencies run on writing-heavy processes — proposals, briefs, strategies, status reports, client presentations, and delivery documents. AI handles the structural and templated parts of these well, freeing account managers and strategists to focus on the parts that require actual judgment and client knowledge.
Where agencies get the most leverage from AI
The highest-value agency AI uses cluster around three categories: new business (proposal drafting, pitch decks, agency positioning), client delivery (briefs, status reports, strategy documents, presentations), and team operations (process documentation, onboarding materials, team communication).
The critical principle for agency AI use is that client-specific context always comes from the team, not the AI. Generic agency proposals lose pitches. AI can write the structure; your team fills in the market knowledge, client history, and specific strategy that wins the business.
New business prompts
Project proposal
Act as a senior account director. Write a project proposal for a [project type] for a [client type] client. Include: (a) client situation summary (demonstrating we listened), (b) our recommended approach and methodology, (c) what is included and explicitly not included, (d) deliverables and timeline, (e) investment summary, (f) next steps. Tone: strategic and confident.
Agency capabilities overview
Write an agency capabilities overview for a [type] agency specializing in [services]. Target audience: marketing decision-makers at [client type] companies. Include: who we are (1 paragraph), what we specialize in, 3 differentiators from general agencies, and a brief 'who we work best with' section. Keep it to one page equivalent.
Case study
Write a case study for a client project. Structure: (a) client background and challenge (2 sentences), (b) our approach (what we did and why), (c) specific results with metrics, (d) a quote-worthy client sentiment. Client: [describe]. Project: [describe]. Results: [paste metrics]. Keep it to 300-400 words.
Client delivery prompts
Creative brief
Create a creative brief for a [project type]. Client: [name/type]. Objective: [goal]. Target audience: [description]. Key message: [1 sentence]. Tone and personality: [describe]. Mandatories: [list]. Deliverables: [list]. Timeline: [dates]. Competitive context: [brief note]. What success looks like: [define].
Strategy document
Act as a marketing strategist. Write a strategy document for [campaign/project]. Include: situation analysis, target audience definition, strategic recommendation with rationale, 3 tactical approaches, KPIs to track, and a 90-day implementation roadmap. Format: executive-ready — concise, structured, and decision-oriented.
Monthly status report
Write a monthly client status report for [project type]. Include: (a) executive summary paragraph, (b) work completed this month with specific deliverables, (c) results and metrics vs. benchmarks, (d) work planned for next month, (e) any open items requiring client input, (f) overall project health rating with brief rationale.
Meeting recap email
Write a post-meeting email recap after a [meeting type] with [client type]. Include: (a) key decisions made, (b) action items with owner and due date, (c) any open questions to resolve, (d) next meeting date/agenda preview. Format: easy to skim. Tone: professional and forward-moving.
Team and operations prompts
Project brief template
Create a reusable internal project brief template for a marketing agency. Fields to include: project name, client, objective, target audience, budget, timeline, deliverables, success metrics, stakeholders, review process, and open questions. Make it something a project manager can fill in during the kickoff call.
Common agency mistakes with AI
- Sending AI-first proposals without sufficient customization. Clients can tell. Customize every proposal with specific observations about their business and market.
- Over-relying on AI for strategy. AI can structure a strategy document; it cannot tell you what the right strategy is without deep client and market knowledge.
- Using AI for client communication without review. Tone matters enormously in client relationships. Always review AI-drafted communications before sending.