For Agencies, conduct an audit on a clients marketing and draft a proposal. Prompt include.

Streamlining Marketing Audits and Strategic Planning for Agencies: A Step-by-Step Approach

In today’s competitive digital landscape, agencies often face the challenge of efficiently auditing a client’s marketing efforts and developing effective growth strategies. Manual processes can be time-consuming and complex, especially when dealing with multiple clients across diverse industries. To address this, a systematic, reusable workflow can significantly enhance productivity, ensure consistency, and deliver comprehensive, valuable insights.

Introducing a Structured Framework for Marketing Audits and Proposal Development

This methodology offers a step-by-step process to automate and standardize the evaluation of a client’s marketing activities and the creation of strategic proposals. It guides practitioners through data collection, analysis, opportunity identification, and proposal drafting—transforming a daunting task into manageable, repeatable components.

How the Process Works

The framework is built around sequential prompts that perform specific functions, structured into clear phases:

1. Data Summarization and Gap Identification

2. Collects existing information such as industry sector, current marketing assets, and target audience specifics.

3. Identifies missing data points crucial for a comprehensive audit, including KPIs, budget constraints, and campaign histories.

4. Marketing Audit and Analytical Assessment

5. Produces a SWOT analysis focused on current marketing activities to highlight strengths, weaknesses, opportunities, and threats.

6. Maps existing marketing tactics across customer journey stages—awareness, consideration, conversion, and retention.

7. Compares channel performances against industry benchmarks to identify underperforming or untapped channels.

8. Growth Opportunity Identification

9. Lists potential marketing initiatives across channels—SEO, paid media, social media, email, partnerships, etc.

10. Ranks each opportunity based on impact and feasibility, presented in an organized table format.

11. Recommends the top opportunities with concise rationales to prioritize efforts effectively.

12. Strategic Proposal Drafting

13. Develops a comprehensive proposal structure including an executive summary, strategic initiatives, timelines, budgets, and expected return on investment.

14. Outlines an implementation roadmap, measurement, and reporting strategies, culminating in clear next steps and calls to action.

Implementing the Framework

The process involves defining key variables such as:

• BUSINESS_NAME: The client’s company name.
• INDUSTRY_SECTOR: The industry context for benchmarking.
• CURRENT_MARKETING_ASSETS: Existing tools, channels, and resources.

Example Use Cases

• Auditing a startup’s marketing strategy to identify growth