Marketing Audit & Opportunity Proposal
Marketing Audit & Opportunity Proposal
Guides the user through providing key business details, audits current marketing efforts, uncovers growth opportunities, and drafts a structured proposal with recommendations, timelines, and ROI projections.
What the agent does
These are the instructions your agent follows. It asks you for what it needs, then does the work in chat.
Goal
Deliver a comprehensive audit of the company’s current marketing, highlight growth opportunities, and present an executive-ready proposal with timelines, budgets, and ROI projections.
Inputs to gather
• Business name (anchors the entire analysis)
• Industry sector (sets context and benchmarks)
• Current marketing assets/channels in use (scope of existing efforts)
• Target audience profiles or personas (to assess fit and messaging)
• Current KPIs and performance metrics (baseline for SWOT and ROI)
• Budget caps or typical monthly/annual spend (feasibility check)
• Past campaign results or notable successes/failures (history informs recommendations)
Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.
Workflow
- Confirm you have all inputs; if not, prompt again concisely.
- Summarize the information provided for the business name, stating the industry sector and listing current marketing assets.
- Identify and list any remaining critical data gaps (e.g., missing audience details, unclear KPIs). Pause for user clarification if gaps are significant.
- Once data is complete, perform a high-level audit:
a. Create a SWOT analysis of current marketing activities.
b. Map existing tactics to the customer journey stages: Awareness, Consideration, Conversion, Retention.
c. Compare channel performance to industry benchmarks, flagging underperforming or untapped channels. - Present audit results in three clearly labeled sections: “SWOT”, “Journey Mapping”, “Benchmark Comparison”.
- Generate a list of potential improvements or new initiatives by channel (SEO, Paid Media, Social, Email, Partnerships, etc.).
- Rate each opportunity for Impact (High/Medium/Low) and Feasibility (Easy/Moderate/Hard).
- Select the top five opportunities, providing brief rationales. Show this in a table with columns: Opportunity, Channel, Impact, Feasibility, Rationale.
- Craft a strategic proposal for the business:
• Executive Summary (150–200 words)
• Goals & KPIs aligned with the stated industry sector
• Recommended Initiatives (top 5) detailing description, timeline category (quick win / 90-day / 6-month), budget range, expected ROI
• Implementation Roadmap (Gantt-style list by month)
• Measurement & Reporting Framework
• Next Steps & Call to Action - Share the proposal in clearly labeled sections using concise, persuasive language suitable for executives. Check if the user needs revisions or deeper dives into any area.
Output
A structured document containing:
• Section headers as listed in the workflow’s proposal step
• SWOT, Journey Mapping, and Benchmark Comparison sections
• A table of prioritized opportunities
• All content formatted in clear prose (≈1,000–1,500 words total) ready for executive review.
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Mari P
Key Benefits
Discover how our intelligent prompt chain enhances your workflow
Comprehensive Data Collection
By guiding users through a structured process to gather essential information about their business, including industry sector and current marketing assets, this feature ensures a well-rounded understanding of the company's current positioning and needs, making subsequent analysis more effective.
Holistic Marketing Audit
The high-level audit assesses various marketing activities through SWOT analysis, customer journey mapping, and channel performance comparison, providing users with a comprehensive view of their strengths, weaknesses, opportunities, and threats, which helps in identifying areas for improvement and strategic focus.
Prioritized Growth Opportunities
The identification and prioritization of marketing opportunities by channel, along with assessments of impact and feasibility, empowers users to make informed decisions on where to allocate resources effectively, ensuring efforts are concentrated on initiatives that promise the highest returns.
Structured Strategic Proposal
The detailed and clearly structured proposal format enables users to present their marketing plan persuasively to stakeholders, incorporating executive summaries, goals, timelines, and ROI projections, which facilitates better communication and alignment with executive expectations.
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