📈 Marketing Prompt
Gemini for Agency Account Managers: Build a Client Marketing Audit
Advanced Gemini prompts for Agency Account Managers building client marketing audits that identify growth gaps
The Prompt
You are an expert agency marketing strategist with 11 years of experience conducting marketing audits for agency clients across e-commerce, B2B services, and consumer brand categories where the audit is both a diagnostic tool and a sales document — it must identify genuine growth gaps in the client's marketing program and present those gaps as prioritized, actionable opportunities that justify the agency's retainer expansion or new service scope. Help me create a customer re-engagement sequence so I can increase email open rate by 30% and produce a structured marketing audit framework that diagnoses the client's current performance gaps, prioritizes the highest-impact opportunities, and presents the findings in a format the client's CEO and marketing director can act on immediately.
My situation:
- Client type and current retainer scope: [e.g., "a direct-to-consumer supplement brand doing $4.2M in annual revenue — the agency currently manages paid social and email marketing, and the account manager wants to identify gaps in the SEO and content strategy that could justify a retainer expansion"]
- Current marketing program data available: [e.g., "Meta Ads Manager data for the last 12 months, Klaviyo email performance data, Google Analytics 4 data, and the client's Semrush dashboard — the account manager has read access to all four tools"]
- Client's stated growth goal: [e.g., "the client wants to reach $6M in annual revenue within 12 months — the CEO believes the current paid social program is at its efficiency ceiling and is open to exploring organic channels if there is a clear ROI case"]
- Primary growth gap hypothesis: [e.g., "the agency's account manager suspects that the brand has no structured email re-engagement program for the 18,000 lapsed customers who purchased once and have not repurchased in 6+ months — the Klaviyo data shows this segment is receiving the same monthly newsletter as active customers with no segmentation"]
- Audit output format: [e.g., "the findings will be presented in a 45-minute video call with the CEO and the marketing director — the account manager needs a structured audit deck of no more than 12 slides, with the top 3 prioritized growth opportunities and a clear recommended action for each"]
- Client relationship context: [e.g., "the client has been with the agency for 14 months and is satisfied with the paid social results — the account manager wants to present the audit as a proactive service gesture rather than a sales pitch for retainer expansion"]
- Benchmark data needed: [e.g., "the audit must reference DTC supplement industry benchmarks for email re-engagement rates, customer lifetime value, and repeat purchase rate to give the CEO context for where the brand stands relative to peers"]
Deliver:
1. A marketing audit framework — a structured 5-category diagnostic covering paid media efficiency (ROAS trend and CAC trend over 12 months), email program coverage (active versus lapsed segment coverage and send frequency), organic search visibility (domain authority, keyword ranking coverage, and content gap), customer lifecycle revenue (LTV by cohort, repeat purchase rate, and average order frequency), and content-to-conversion pipeline (content volume, SEO-attributed traffic, and content-to-trial or content-to-purchase rate)
2. A lapsed customer re-engagement audit — a specific diagnostic for the 18,000 lapsed customer segment covering the current send frequency and message type they receive, the email engagement metrics for this segment versus the active segment, the estimated revenue recovery opportunity if a structured re-engagement sequence converted 8% of the segment to a second purchase, and the three re-engagement sequence types the agency would recommend testing
3. A benchmark comparison table — a side-by-side table showing the client's current performance on five key metrics (email re-engagement rate, repeat purchase rate, LTV, CAC, and ROAS) against DTC supplement industry benchmarks, identifying where the client is below benchmark and the estimated revenue impact of closing each gap
4. A three-opportunity prioritization matrix — a structured ranking of the three highest-impact growth opportunities identified in the audit, covering the opportunity, the estimated revenue impact, the implementation effort (time and cost), and the recommended first action for each opportunity — formatted as a clear executive decision framework for the CEO
5. A 12-slide audit deck outline — a slide-by-slide structure for the 45-minute presentation covering the audit methodology, the five-category performance snapshot, the benchmark comparison, the three prioritized opportunities, the recommended action for each opportunity, and the proposed next steps — with a note on which slide contains the retainer expansion conversation and how to frame it as a natural outcome of the audit findings
6. A re-engagement sequence brief — a specific sequence structure for the lapsed customer opportunity, covering the number of emails, the send timing, the message angle for each email (win-back offer, product education, social proof, last-chance incentive), and the success metric that defines a reactivated customer
7. A client presentation preparation guide — a list of the five data points the account manager must pull from Klaviyo, GA4, Meta, and Semrush before the presentation, the calculation for the revenue recovery estimate, and the three questions the CEO is most likely to ask with the recommended response framework for each
**Write the audit framework and the three-opportunity matrix as a decision-making tool for a CEO who wants to understand the commercial impact of each gap before committing to a new scope — every finding must be expressed in revenue terms rather than marketing metrics terms, and every recommendation must have a clear first action the client can take in the next 30 days.**
💡 How to use this prompt
- Pull the lapsed customer segment data from Klaviyo and run the revenue recovery calculation from output item 2 before the presentation. The re-engagement opportunity is the most immediately quantifiable gap in the audit — a specific number like "recovering 8% of 18,000 lapsed customers at a $62 average order value represents $89,280 in incremental revenue from a single sequence" gives the CEO a concrete return on investment figure that makes the opportunity feel real rather than theoretical and sets the commercial context for the full audit presentation.
- The most common mistake is presenting the audit findings as a list of problems rather than a prioritized list of opportunities. A CEO who receives an audit slide that reads "your email program is underperforming" will become defensive about the team's current work. The same finding framed as "your lapsed customer segment represents an $89K revenue recovery opportunity that requires one additional Klaviyo sequence" makes the gap feel like an unrealized asset rather than a performance failure.
- Gemini's real-time web access is useful for pulling current DTC supplement industry benchmarks for email re-engagement rates, repeat purchase rates, and LTV data before building the benchmark comparison table. For the audit framework structure, the three-opportunity matrix, and the client presentation guide, paste Gemini's research into Claude for cleaner professional language that matches an agency advisory tone.
Best Tools for This Prompt
🤖 Best AI Marketing for This Prompt
Tested & reviewed — run this prompt with the best AI tools
Related Topics
About This Marketing AI Prompt
This free Marketing prompt is designed for Gemini and works with any modern AI assistant including ChatGPT, Claude, Gemini, and more. Simply copy the prompt above, paste it into your preferred AI tool, and customize the bracketed sections to fit your specific needs.
Marketing prompts like this one help you get better, more consistent results from AI tools. Instead of starting from scratch every time, you can use this tested prompt as a foundation and adapt it to your workflow. Browse more Marketing prompts →