AI prompts for marketing agencies, consultants and freelancers
If you sell your time to clients, AI is most useful on the work around the work: finding and researching prospects, turning call notes into follow-ups, drafting proposals from past wins, chasing client paperwork and keeping track of what a contract promised. These prompts are based on real agencies, advisory firms and solo operators doing exactly that. Most work in ChatGPT or Claude today; a few describe agents you can schedule later.
14 free prompts across 7 categories. Each one links to the real-world example it is based on.
How to use these prompts
- Build a reusable "client brief" (who they are, goals, tone, do-nots) and paste it at the top of every client prompt.
- Never paste one client's confidential material into a prompt for another client; keep a separate chat or project per client.
- Use the prospecting prompts to draft, not to send: check every fact and personalise the first line yourself.
- Turn the prompts that save you the most time into a productized service, and track hours saved so you can price it.
The 14 prompts: what to paste and what to check
| Job (prompt) | What you paste in | What to check |
|---|---|---|
| Call notes to follow-up email Follow-up · beginner |
| Check the follow-up only promises what was agreed on the call |
| SEO article from a keyword SEO · intermediate |
| Fact-check stats and claims; add your own experience |
| One post into ten Repurposing · beginner |
| Check each post still says what the original article said |
| 30-day content calendar Calendar · beginner |
| Check dates, launches and offers against your real plans |
| Missing-documents chaser Client documents · intermediate |
| Check the missing list against the client file before chasing |
| Find local businesses already buying ads Prospect research · beginner |
| Check each business is real and local; follow anti-spam rules |
| Turn new newsletter subscribers into qualified pitches Warm outbound · intermediate |
| You approve each lead before any pitch is sent |
| Keep a running log of a contract negotiation Negotiation tracking · intermediate |
| Check each logged change against the actual redline |
| Draft an RFP response from past wins Proposals · intermediate |
| Check prices, dates and promises match what you can deliver now |
| Let an agent work a client's to-do list on a schedule Client work · intermediate |
| Review code changes and tests before they go live |
| Audit a local business's website and pitch a clickable redesign Website redesign service · intermediate |
| Ask before you build a mock-up of someone's site; check claims |
| Get a weekly list of companies that just changed owners, leaders or funding, with a tailored pitch for each Trigger-event prospecting · intermediate |
| Open each source to confirm the change really happened |
| Pull every promise out of a client contract and turn it into an owned, dated checklist so nothing gets missed Contract obligation tracking · intermediate |
| Check each obligation and date against the contract wording |
| Get a monthly keyword ranking report for each Amazon product in minutes instead of hours of exports Amazon keyword ranking reports · beginner |
| Check rankings against Seller Central before reporting |
What AI should never decide on its own
Let these prompts draft, sort and flag. Keep a person responsible for:
- Prices, scope and deadlines promised in a proposal or RFP
- Facts and claims about a prospect before outreach is sent
- Anything that uses one client's confidential material for another client
- What a contract obliges you or your client to do
Frequently asked questions
What can a small agency automate with AI first?
Start with the repetitive admin around delivery: call notes into follow-up emails, chasing missing documents and weekly content plans. The missing-documents chaser below is based on a two-person advisory firm that cut admin per file from 6 hours to 2.5.
Can ChatGPT write proposals and RFP responses?
It can draft them well if you give it your past winning proposals, your product and pricing details and the RFP itself. The RFP prompt is grounded in your own wins, and a person should review every claim and price before it goes out.
Is it OK to use AI for client work?
Generally yes, but check your contracts and tell clients if they expect to know. Use business or team plans that don't train on your data, and remove personal or confidential details you don't need.
Not sure where to start? The free AI time savings calculator ranks which agent to build first.
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