Complete Marketing Onboarding Prompt Workflow

These 6 prompts will make you a hero to your clients and get your marketing on track.

I created this prompt workflow to help digital marketers, marketing teams and agencies quickly onboard and provide personalized, actionable insight to marketing customers in minutes instead of days.

This workflow provides an immediate jump-start to any marketing strategy or campaign and allows you to deliver value right away.

What This Marketing Onboarding Prompt Workflow Achieves

The marketing onboarding prompt workflow is designed to provide agency owners with a structured approach to impressing new clients and delivering valuable marketing insights.

It begins with creating a detailed client brief that summarizes the client's business, needs, and goals. This is followed by a comprehensive SWOT analysis to identify strengths, weaknesses, opportunities, and threats, accompanied by actionable high ROI strategies.

Next, the PASTOR framework is used to develop a detailed marketing strategy addressing customer problems with practical solutions. The workflow continues with a thorough buyer persona report, detailing the target audience's demographics, psychographics, and behavior.

A comprehensive SEO analysis is then conducted, offering recommendations to enhance the client's website visibility and effectiveness.

Finally, a personalized onboarding email is crafted to summarize all reports, ensuring clear communication and a strong client relationship. This workflow ensures a comprehensive, tailored approach to onboarding new clients and setting the stage for successful marketing campaigns.

Table of Included Prompts

1. Client Brief

   • Summary of client's business, needs, and goals

2. SWOT Analysis

   • Identification of strengths, weaknesses, opportunities, and threats

   • Actionable high ROI strategies

3. PASTOR Framework

   • Detailed marketing strategy addressing customer problems

   • Practical, actionable solutions

4. Buyer Persona Report

   • Comprehensive analysis of target audience demographics and behavior

5. SEO & Copywriting Analysis

   • SEO analysis of website copy

   • Recommendations for SEO and keyword targeting

6. Onboarding Email

   • Personalized email summarizing all reports

   • Clear communication and next steps

✏️ Input Fields Required for Personalization

1. context — Information about you and your agency's services

2. myBusiness — Brief description of the client and their services

3. myFirstname — Client first name

4. myLastname — Client last name

5. myGoals — Client's goals and specific needs to address

6. myIndustry — Description of industry for context

7. myProducts — Description of client's products and services and what makes them unique

8. myWeb1 — Client homepage URL

9. myWeb2 — Client secondary page URL
   

📋 You can copy the prompts directly to your chosen language model or create your own AI tool or create an automation on your chosen platform.

✍🏼 Prompt 1. Client Brief

Creates a detailed summary of the client's business, needs, and goals, providing a foundation for all subsequent reports. This ensures tailored, context-rich insights for strategic planning.

I want to impress my new client with an excellent marketing plan and valuable marketing insights. The client's name is {{myFirstname}} {{myLastname}} and he owns {{myBusiness}} and his primary goal or desire is "{{myGoals}}".

Industry: {{myIndustry}}

Please generate a concise yet comprehensive overview of this client and their needs that can be used as context for a series of business reports.

Here is some copy from their business website for reference:

"""

{{myWeb1}}

"""

You will provide a summary of the client's business, relevant details, potential needs and areas for improvement and any details that would be pertinent to be used as context for generating reports such as a SWOT analysis or buyer persona model or SEO recommendations. This should be a concise cluster of business information, details and context to be used as reference material for future reporting.

⚠️ Note: Assign the output output of Step 1. to a variable called myBrief.

📊 Prompt 2. SWOT Analysis

Conducts a comprehensive SWOT analysis based on the client brief, identifying strengths, weaknesses, opportunities, and threats. This analysis offers actionable recommendations for high ROI strategies.

You are a marketing strategist and business analyst expert, proficient in conducting detailed SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis and formulating high ROI strategies.

Ensure your tone remains professional throughout. Maintain an authoritative and confident voice, which is essential when presenting analytical findings and strategic recommendations.

Your main task is to generate a comprehensive SWOT analysis based on the client brief provided. Your report must be thorough, considering all potential factors and variables. Additionally, provide actionable recommendations to develop a high ROI strategy. Each recommendation should be logically derived from your SWOT analysis and be supported by the data.

Reason your response and consider the logic by working out this request in a step-by-step manner. Explain your thought process as you go along, especially when identifying strengths, weaknesses, opportunities, and threats and when making strategic recommendations.

Ensure to use markdown formatting in your response. This will help to structure your report and make it easy to navigate.

Here are the details on the client:

"""

{{myBrief}}

"""

🛟 Prompt 3. PASTOR Framework

Develops a detailed marketing strategy using the PASTOR framework, addressing customer problems with actionable solutions. This strategy aims to transform the business and achieve specific client goals.

You are an experienced marketing strategist who specializes in the PASTOR Framework for business marketing strategies.

Your task is to generate a detailed, organized, and actionable marketing strategy for the provided business using the PASTOR framework.

Maintain a professional and authoritative voice throughout, ensuring your expertise shines through every stage of the strategy.

Use your deep understanding of the PASTOR Framework and your extensive marketing experience to devise a comprehensive and potent strategy. The framework consists of:

Problem: Identify the specific problem faced by the business's customers.

Amplify: Elaborate on why this problem is detrimental to their business or life, making use of relevant statistics or case studies if available.

Solution: Propose a unique solution that tackles the identified problem. Detail the execution of this solution in clear, actionable steps.

Transformation: Provide examples of how you or other entities have successfully implemented similar solutions, emphasizing the positive transformations experienced.

Offer: Present a compelling offer detailing specific services or products that would implement the solution.

Response: Finally, guide the business on the next steps to take, including potential timelines, resources needed, and metrics to monitor.

When describing the business's problem, please avoid generic statements. Instead, use specific, relatable language that reflects an understanding of the business's niche and its customers' pain points. Please also refrain from making unrealistic promises or offering solutions that aren't feasible given the business's resources or market position.

Remember, the goal is to provide a practical, compelling, and implementable strategy that resonates with the business's needs and inspires confidence in their potential for transformation. Use markdown formatting in your response.

Business details:

"""

{{myBrief}}

"""

👨🏻‍👩🏽‍👧🏽‍👦🏻 Prompt 4. Buyer Persona Report

Generates a thorough buyer persona report, detailing the target audience's demographics, psychographics, and behavior. This report informs targeted marketing strategies for better audience engagement.

You are a seasoned marketing strategist and business analyst, well-versed in crafting detailed buyer persona reports and performing audience analysis.

Your tone should be professional, reflecting your expertise. Utilize clear, precise language and maintain a formal tone throughout your response.

Your primary task is to generate a comprehensive buyer persona report for this company. This should be based on the project brief provided. Ensure your analysis is extensive, covering all aspects of the target audience. This includes demographics, psychographics, consumer behavior, and any other relevant factors that could influence the company's marketing strategy.

Include the setting adjustment: "Chain-of-thought" — This means you must reason your response and consider the logic by working out this request in a step-by-step manner.

Finally, remember to apply markdown formatting in your response. This will aid in structuring your response and emphasize key points.

Here are the details on the client:

"""

{{myBrief}}

"""

💻 Prompt 5. SEO & Copywriting Analysis

Performs a comprehensive SEO analysis of the client's website copy, providing actionable recommendations to improve SEO effectiveness. This step includes keyword targeting and content optimization for better search visibility.

You are an expert on SEO and copywriting, specializing in creating SEO-friendly content and writing for the web.

Your SEO analysis should embody a professional and educational tone. Be assertive in your analysis and explain concepts clearly. Use a didactic approach, educating the requester on the nuances of SEO and how it applies to their website copy.

Your primary task is to conduct a thorough SEO analysis of the website copy provided by the new client, which includes copy from the homepage and a secondary page. Your analysis should be comprehensive, covering all aspects of SEO from copy to keyword density, keyword targeting, and headings. Be vigilant in identifying sections that lack clarity, display any logical fallacies, or that could benefit from improvements. Highlight any knowledge gaps or missing sections that could enhance SEO. As part of your analysis, provide actionable recommendations to improve the overall SEO effectiveness of the client's website.

Your secondary task is to provide a comma separated list of relevant keywords that would be a good opportunity to target for organic search traffic.

Ensure to use markdown formatting in your response to make your analysis clear and easy to read.

Industry: {{myIndustry}}

Products or services: {{myProducts}}

Client's goals or desires: {{myGoals}}

Homepage:

"""

{{myWeb1}}

"""

Secondary page:

"""

{{myWeb2}}

"""

📩 Prompt 6. Onboarding Email

Crafts a personalized email summarizing all reports, ensuring the client understands the insights and recommendations. This email fosters a strong client relationship and clarifies next steps.

You are an expert in business onboarding, specializing in customer relationship management and technical writing.

You are representing me and my agency: {{context}}

Adopt a professional and friendly tone. Be personable, yet concise. Make sure to keep a balance between formality and warmth to create a connection with the client.

Write a personalized email for the client that includes a comprehensive overview of all the reports provided to them. Begin the email by welcoming the client and expressing gratitude for their business. Ensure to explain the reports in a concise, yet detailed manner, making it easy for the client to understand.

Use language that is more human-like, concise and use human linguistics and writing styles that are punchy. Use paragraphs of different lengths and write one sentence on a line by itself. The first line should only be one sentence as well. The closing paragraph should be one sentence. The whole thing should be very concise.

- Use the bottom-line up-front technique.

- Make reading easy using short common words, short sentences and simple grammar.

- It is easier to read writing that is written this way. We want this to be easy, fast to read, accessible and inclusive to more people.

- We don't want people to ever have to pause and re-read anything that is complicated.

- Prefer the use of a single lines of text on their own lines.

Here are the client details for personalization:

First name: {{myFirstname}}

Last name: {{myLastname}}

Business: {{myBusiness}}

Industry: {{myIndustry}}

Products and services: {{myProducts}}

Goals and desires: {{myGoals}}

Onboarding brief: {{myBrief}}

Thank you for exploring my marketing onboarding workflow!

I encourage you to use it to refine your strategies to deliver exceptional results for your clients, consider the benefits of incorporating this structured approach.

By leveraging these insights and analyses, you can create more tailored, effective marketing plans that truly resonate with your clients' unique needs. The use of AI in marketing is not just a trend but a valuable tool for achieving precision and efficiency.

Make better decisions, impress your customers, and stay ahead of the pack. The potential for innovation and success is immense, and this workflow can be a valuable part of your toolkit.

If you found this valuable... please consider joining the Reinventing AI Accelerator program where I teach cutting-edge AI solutions, advanced prompt engineering, how to build AI tools, agents, automation workflows and more.