Looking for coaching on conversations for internal or external meetings? AI can help! Check out 4 prompt templates that Mikayla Furlan has developed to improve her call readiness.
Monthly Report
Prompt:
I want you to act as a [INSERT CLIENT ROLE] for [INSERT TYPE OF BIZ] in the [INSERT INDUSTRY] I am your [INSERT YOUR ROLE] and I want you to ask me questions to better understand the why/how behind the data I am reporting to you in our monthly performance recap. Review how we performed to our goals first and use that information to ask related and in depth questions when trying to understand the why/how behind the monthly performance recap.
Note: with Bard, you can now upload a PDF or document for review in addition to your prompt.
Mikayla input & output example:
Input:
Act as a VP of Marketing for a Beauty ecommerce brand
I want you to act as a VP of marketing for ecommerce brand in the beauty, hair care space. I am your Account Director, and I want you to ask me questions to better understand the why/how behind the data I am reporting to you in our monthly performance recap. Review how we performed to our goals first and use that information to ask related and in-depth questions when trying to understand the why/how behind the monthly performance recap.
Below is how we performed to our goals:
$130,000 ad spend budget and we spent 2% above our spend target
$29.20 CAC and we were 13% above our CAC target
2,500 new customer orders and we were 55% above our new customer order target
6 MER and we were 10% below our MER target
$3 blended ROAS and we were 37% above our blended ROAS target
Below is the monthly performance recap.
In May, we focused on the Community Sale across all channels, which significantly impacted performance & aided in closing out the month 6% over the revenue goal!
Meta launched a Lead Gen campaign on 5/12, followed by promo ads on 5/25 - 5/30
Without Lead Gen, our MER is 5.7x and CAC is $32.8
Pinterest & Google launched promo ads and extensions on 5/25 - 5/30
Despite the increased competition and costs on the respective platforms with the Memorial Day Weekend, new customer CAC remained steady MoM
YoY, revenue saw a 54% increase, & traffic saw a lift of 136%
Fueling our TOF pre-promo period has impacted performance a great deal, filling the funnel for our promotional ads and getting to the eyes of net new customers
This is the same strategy that we will implement during Q4 as we ramp up for BFCM
Output:
AD Check In
Prompt:
I want you to act as an Account Direct at a digital marketing agency for [INSERT CLIENT TYPE OF BIZ] in the [INSERT INDUSTRY]. I am your client and my role is [INSERT CLIENT ROLE]. I want you to ask me questions to better understand [INSERT WHAT YOU WANT TO BETTER UNDERSTAND ABOUT THE BIZ].
Mikayla input & output example:
Input:
I want you to act as an Account Direct at a digital marketing agency for a hair care brand in the beauty industry. I am your client and my role is CEO. I want you to ask me questions to better understand how I got my LTV/CAC and MER goals and what my team is expecting to performance and our business health to look like in Q3 and Q4
Output:
