AI Prompts for Optimizing Campaigns, Customer Experience, and Performance Reports (using ChatGPT, Gemini, Claude) - Part 3 of 3
Explore AI Prompts for Optimizing Campaigns, Customer Experience, and Performance Reports. Learn to craft strategy, achieve marketing goals using Claude, ChatGPT, and Gemini AI Models.
I wrote 2 parts so far on “AI Prompts for CMOs, Marketers and Growth Builders”.
I have received a lot of DMs on the business use cases and prompt refining requests.
All kinds of requests on specific needs - Prompts on business strategy, marketing strategy, market research, content ideas, thought leadership, call scripts, reporting etc...
I have covered the following topics in part 1 … Link to Part 1 here
1. How AI tools like ChatGPT, Gemini, Claude etc can be your Marketing Co-Pilot
2. Strategic Planning Prompts.
3. Content Ideation Prompts (and Content Creation)
I have covered the following topics in this part 2 … Link to Part 2
4. Audience Segmentation Prompts.
5. Brand Positioning Prompts.
6. Market Research Prompts.
I am going to cover the following topics below…
7. Campaign Optimization Prompts.
8. Customer Experience Prompts.
9. Performance Reporting Prompts.
Want to collaborate? Send me some of your prompts and requests in the DM that you believe has worked for you…
AI Prompts (ChatGPT, Gemini, Claude etc) to optimize your Marketing Campaign Performance
Here are AI prompts that help you tweak, test, and optimize your way to better performance.
Tip: Look for keywords, rather than entire prompts... like you do for search engines.
1. “Suggest improvements to our email subject lines for better open rates.”
Prompt: Suggest Improvements to our email subject lines to boost open rates, using our attached historical data as a foundation. As a marketing expert, analyze the provided list of email subject lines and their open rates, identifying trends, strengths and weaknesses, and areas for improvement. Cover key elements of an effective subject line, such as personalization, urgency, curiosity, and clarity in the suggestions. Provide actionable tips on crafting engaging subject lines, avoiding spam triggers, and A/B testing for continuous optimization. Include examples of high-performing subject lines from similar industries and explain why they work. By the end, readers should feel equipped to create subject lines that consistently drive higher open rates and enhance overall email marketing performance.
Optimization Goal: Increase Email Open Rates.
Tips:
Be Specific: Mention the type of email — a newsletter, promotional offer, or onboarding email.
Add Context: What’s your current open rate? Who’s the audience?
Ask for Variations: Request multiple versions to test different angles.
Add data: Mention details about industries, persona, problem statement, solution, value proposition
Example Output:
Curiosity Hook: “This 5-minute tip can boost your productivity.”
Urgency Angle: “Only 24 hours left to grab your discount!”
Personalized Approach: “John, unlock your exclusive reward today.”
2. “Analyze our paid ad performance and recommend targeting adjustments.”
Prompt: Analyze our paid ad performance and recommend targeting adjustments based on historical data. As a marketing expert, review the provided list of paid ad campaigns, including their headlines, creative types, target audiences, and key metrics like CPM, CPC, impressions, date range, and lead counts from the last 12 months. Identify trends, evaluate campaign success, and uncover areas for optimization. Discuss how to refine targeting by audience segments, demographics, and behavioral insights. Provide actionable tips for improving performance through A/B testing, audience exclusions, and creative refreshes. Include examples of successful targeting adjustments and their outcomes to illustrate the impact.
Optimization Goal: Boost CTR and Reduce Wasted Ad Spend.
Tips:
Include Metrics: Share your current CTR, CPC, and conversion rates.
Specify Platforms: Facebook, LinkedIn, Google Ads — each platform has its quirks.
Ask for Audience Insights: Request suggestions on demographics, interests, or behaviors.
Example Output:
Audience Refinement: “Narrow targeting to 25-35-year-old marketers who engage with SaaS content.”
Ad Copy Tweak: “Highlight a pain point in the headline — e.g., ‘Tired of low-performing campaigns?’”
Timing Suggestion: “Run ads between 8 AM and 11 AM when your audience is most active.”
3. “Generate two headline variations for our landing page to increase conversions.”
Prompt: Generate two headline variations for our landing page to increase conversions. As a marketing expert, analyze the current landing page (linked at [www.______.com]) and provide insights on its existing headline’s effectiveness. Outline the key components of a high-converting headline, such as clarity, value proposition, urgency, and audience resonance. Craft two optimized headline variations tailored to our target audience, focusing on their pain points, motivations, and desired outcomes. Provide examples from high-performing landing pages and explain why they work. By the end, readers should feel confident in selecting and testing headlines that drive measurable improvements in conversions.
Optimization Goal: Improve Landing Page Conversion Rates.
Tips:
Specify the Offer: Is it a free trial, an eBook, or a consultation?
Focus on Benefits: What’s the one thing your audience wants most?
Ask for Tone Options: Professional, playful, or bold?
Example Output:
Benefit-Driven: “Double Your Team’s Productivity in 30 Days — Without the Stress.”
Bold Claim: “Tired of Inefficient Workflows? Fix It in 5 Minutes.”
4. AI Prompt - “Identify the best-performing ad creative and suggest why it works.”
Prompt: Identify the best-performing ad creative and analyse why it works, based on the provided list of ad campaigns. As a marketing expert, review the campaign data, including ad copy, creatives, target audience, CPM, CPC, impressions, date range, and lead counts from the last 12 months. Evaluate creative performance, focus on metrics like engagement, cost-efficiency, and lead generation. Highlight key elements of effective ad creatives, such as compelling visuals, clear messaging, and audience alignment. Provide actionable tips for replicating the success of top-performing ads and optimizing underperforming ones. Include examples of campaigns that improved through creative analysis and testing. By the end, readers should feel confident in assessing their ad performance and creating impactful, data-driven campaigns.
Provide a list of ad campaigns with copy and creatives and target audience along with CPM, CPC, Impressions, Date Range and Lead Count Data for the last 12 months.
Optimization Goal: Refine Creative for Maximum Engagement.
Tips:
Provide Options: Show AI 2-3 creatives with metrics.
Ask for Analysis: What makes the winning creative click? Design, copy, or offer?
Request Takeaways: How can you apply these learnings to future ads?
Example Output:
Winning Creative: “Bright visuals + clear CTA = 25% higher engagement.”
Why It Works: “The headline addresses a pain point, and the image grabs attention immediately.”
Takeaway: “Use eye-catching visuals paired with direct, benefit-driven copy.”
Every great marketing campaign thrives on iteration. You don’t need to overhaul your entire strategy overnight. You can use prompts to streamline your micro iterations.
Pick one prompt from the list. Run it through Gemini, Claude and ChatGPT separately. See how fast you get actionable, useful insights.
AI Prompts for Customer Experience (CX)
Here are AI prompts to help you enhance personalization, analyze feedback, and map out flawless customer journeys. Let’s transform your CX with the best practices.
1. “Generate a personalized onboarding email sequence for new users of saas that helps users with wealth, investment and expenses management”
Prompt: Create a personalized onboarding email sequence for new users of a SaaS platform focused on wealth, investment, and expense management. As a marketing expert, outline a step-by-step process to craft emails that engage, educate, and guide users through the platform's features. Cover key elements such as tailoring emails based on user goals (e.g., saving for a house, managing debt), using dynamic content to provide a personalized experience, and driving users to take action with clear CTAs. Provide actionable tips for creating email sequences, including welcome emails, feature highlights, and follow-ups to re-engage inactive users. Use real-world examples and case studies to illustrate effective onboarding email strategies. By the end, readers should feel confident in building an onboarding sequence that improves user engagement, satisfaction, and retention.
CX Focus Area: Personalization & Onboarding.
Tips:
Include User Data: Mention user role, company size, or goals for tailored content (along with type of content).
Step-by-Step: Ask for a sequence of 3-5 emails to cover the onboarding journey.
CTA Clarity: Ensure each email has a clear next step to guide the user smoothly.
Example Output:
Welcome Email: “Hi [Name], here’s how to get started with [Product].”
Feature Focus: “Boost productivity by using [Feature X] — here’s a quick guide.”
Milestone Check-In: “You’ve completed your first task! Here’s what’s next.”
Problem-Solver: “Stuck? Here are resources to help you out.”
Success Story: “See how [Other User] achieved [Outcome] with [Product].”
2. “Analyze customer feedback and suggest areas for improvement.”
Prompt: Write a comprehensive guide on how to analyze customer feedback and suggest areas for improvement based on the provided data, including feedback texts, meeting transcripts, and feedback emails. As a marketing expert, outline a step-by-step process for categorizing feedback into themes, identifying recurring pain points, and prioritizing areas for action. Cover key topics such as using sentiment analysis, spotting gaps in customer experience, and uncovering opportunities for product or service enhancement. Provide actionable tips on synthesizing qualitative and quantitative insights into clear recommendations for improvement. Include examples of brands that successfully leveraged customer feedback to drive positive change. By the end, readers should feel equipped to transform raw feedback into actionable strategies that enhance customer satisfaction and loyalty.
CX Focus Area: Feedback Analysis.
Tips:
Specify Doc Types: Reviews, NPS surveys, Meeting Transcripts, Product Support Emails
Look for Patterns: Ask AI to find recurring themes or pain points.
Request Action Steps: Solutions, not just problems.
Example Output:
Recurring Issue: “Users find the setup process confusing.”
Suggested Improvement: “Create a 2-minute video tutorial to simplify onboarding.”
Positive Feedback: “Customers love the speed of your support team — highlight this in your marketing.”
3. “Map out the customer journey for a new user discovering our mobile app.”
Prompt: Write a comprehensive guide on how to map out the customer journey for a new user discovering our mobile app, which provides [Solution] for [Target Audience]. As a marketing expert, outline the critical stages of the journey, including awareness, consideration, onboarding, engagement, and retention. Highlight key touchpoints such as ads, app store listing, onboarding screens, and in-app interactions. Provide actionable tips for identifying user pain points and motivations at each stage, using tools like customer interviews, analytics, and journey mapping frameworks. Include examples of successful user journeys from similar apps and discuss strategies for optimizing engagement and retention. By the end, readers should feel confident in creating a seamless and impactful customer journey that drives satisfaction and loyalty.
CX Focus Area: Journey Mapping.
Tips:
Define Stages: Awareness, consideration, onboarding, retention.
Identify Pain Points: Where might the user get stuck or frustrated?
Add Touchpoints: Emails, push notifications, or in-app prompts.
Example Output:
Awareness: “User sees an Instagram ad about the app’s productivity benefits.”
Consideration: “They visit the app store and read reviews.”
Onboarding: “After downloading, they get a 3-step setup guide.”
Retention: “In-app tips and weekly progress emails keep them engaged.”
5. “Generate personalized follow-up messages for users after a support interaction.”
Prompt: Write a comprehensive guide on how to generate personalized follow-up messages for users after a support interaction based on different types, categories, and queries. The solution we’re building is [Solution] for [Target Audience]. As a customer experience expert, outline a step-by-step process for crafting messages that build trust and enhance user satisfaction. Cover how to tailor messages based on the type of query (e.g., technical issue, billing, feature request), the urgency of the interaction, and the user’s sentiment during the support experience. Provide actionable tips on incorporating personalization elements, such as the user’s name, query context, and specific resolution steps. Include examples of effective follow-up messages for various scenarios and demonstrate how to use feedback loops to improve future interactions. By the end, align readers in creating follow-up messages that nurture customer relationships and drive long-term loyalty.
CX Focus Area: Post-Support Engagement.
Tips:
Reference the Interaction: Mention the issue they had.
Add a Human Touch: Make it feel like a real person cares.
Ask for Feedback: A simple “How did we do?” can improve your support game.
Example Output:
“Hi [Name], we’re glad we could help you with [Issue] today. If you need anything else, we’re just a click away. How did we do?”
Your customers’ expectations keep evolving. Use AI to keep your CX strategies sharp, relevant, and delightful.
AI Prompts to generate Performance Reports
Here are AI prompts to generate performance reports, nail down KPIs, and keep your dashboards actionable.
1. “Summarize key marketing KPIs for Q3 and suggest action items.”
Prompt: Summarize key marketing KPIs for Q3 and suggest actionable recommendations based on the attached data. As a marketing expert, outline a step-by-step process for analyzing performance metrics, such as website traffic, conversion rates, lead generation, social media engagement, and campaign ROI as per attached data headers. Highlight how to identify trends, pinpoint strengths, and uncover areas for improvement in the attached data. Provide actionable tips for creating data-driven strategies to optimize underperforming areas and capitalize on successes. Include examples of similar data analyses and how they informed successful marketing adjustments.
Report Focus: Key Metrics & Actionable Insights.
Tips:
Be Specific: List the exact KPIs — CTR, conversion rate, CAC, etc.
Timeframe: Focus on a single quarter for clarity.
Ask for Next Steps: Don’t stop at the numbers — get action items based on the data.
Example Output:
"Q3 KPI Summary:
Email CTR: 3.2% (up 10%).
Lead Conversion Rate: 4.5% (down 5%).
Customer Acquisition Cost: $120 (up 15%).
Action Items:
1. Optimize Email CTAs: Test clearer, benefit-driven calls-to-action.
2. Improve Landing Page UX: Reduce friction points to boost conversions.
3. Cut CAC: Refine paid ad targeting to avoid wasted spend."
2. “Generate a report comparing this quarter's performance to last year’s.”
Prompt: Generate a report that compares this quarter's performance to the same quarter last year, using the attached data. As a marketing expert, outline, analyze and present key performance metrics such as revenue, customer acquisition, website traffic, engagement rates, and ROI. Highlight trends, year-over-year growth, and areas of decline. Provide actionable tips for structuring the report with visuals, such as graphs and tables, to make insights clear and compelling. Suggest actionable recommendations for improving future performance. Include examples of effective year-over-year comparisons and the strategic decisions they informed.
Report Focus: Year-over-Year (YoY) Comparison.
Tips:
Highlight Growth Trends: Focus on what improved and why.
Flag Declines: Ask AI to suggest reasons for dips.
Request Visuals: Graphs or charts make comparisons pop.
Example Output:
"YoY Performance Report:
Website Traffic: 50K visits this quarter (up 20% from last year).
MQLs: 1,200 leads (down 8%).
Revenue: $500K (up 15%).
Insights:
Traffic is up thanks to stronger SEO.
MQLs are down — consider revising lead magnets.
Revenue growth driven by higher conversion rates."
3. “Create a dashboard outline highlighting ROI for each marketing channel.”
Prompt: Create a dashboard outline that highlights ROI for each marketing channel using the attached data. As a marketing expert, track channel-specific ROI for informed decision-making. Outline key metrics such as revenue generated, cost per acquisition, click-through rates, and customer lifetime value. Organize the dashboard visually, such as using charts, graphs, and tables to simplify data interpretation. Include examples of effective marketing dashboards and how they improved performance tracking.
Report Focus: ROI & Channel Performance.
Tips:
List Channels: Paid ads, email, social, SEO, etc.
Specify Metrics: ROI, spend, and revenue generated.
Keep It Visual: Ask for charts or graphs to make it digestible.
Example Output:
"Dashboard Outline:
1. Paid Ads:
ROI: 3x
Spend: $10K | Revenue: $30K
2. Email Marketing:
ROI: 5x
Spend: $2K | Revenue: $10K
3. SEO:
ROI: 7x
Spend: $5K | Revenue: $35K"
4. “Identify the top 3 performing campaigns this month and explain why they worked.”
Prompt: Identify the top 3 performing campaigns of the month and analyzing why they worked, based on the attached data. As a marketing expert, evaluate campaign performance metrics such as engagement rates, conversion rates, ROI, and audience reach. Discuss patterns of success, including messaging, creative execution, targeting, and timing. Provide actionable tips for replicating and optimizing these successful elements in future campaigns. Include examples or case studies of high-performing campaigns and how data insights informed their success.
Report Focus: Campaign Performance.
Tips:
Ask for Specifics: CTR, engagement, conversions.
Request Analysis: What elements — copy, design, timing — drove success?
Look for Patterns: Insights you can apply to future campaigns.
Example Output:
Webinar Invite Email:
CTR: 4.8% | Conversions: 15%
Why It Worked: Clear benefit in the subject line, scarcity-driven CTA.
LinkedIn Ad for eBook:
CTR: 2.5% | Conversions: 10%
Why It Worked: Targeted to pain points of mid-level managers.
Retargeting Ad:
CTR: 3% | Conversions: 18%
Why It Worked: Personalized copy based on past behavior.
5. “Analyze customer churn rate and suggest strategies to reduce it.”
Prompt: Analyze customer churn rate and suggest strategies to reduce it using the attached customer data. As a marketing expert, calculate churn, identify patterns, and uncover root causes. Cover key metrics such as retention rate, average customer lifetime value, and churn trends across different customer segments. Provide actionable strategies to reduce churn, such as personalized engagement, loyalty programs, improved onboarding, and proactive customer support. Include examples and case studies of brands that successfully tackled churn and retained customers.
Report Focus: Churn Analysis & Retention Tactics.
Tips:
Segment Data: By customer type, product, or subscription length.
Ask for Trends: Are certain segments churning more?
Request Solutions: Personalized retention strategies.
Example Output:
"Churn Analysis:
Churn Rate: 6% this quarter (up 1%).
Segment: New users on monthly plans are churning most.
Retention Strategies:
1. Improve Onboarding: Add a welcome guide to reduce early drop-offs.
2. Offer Discounts: Incentivize annual plans with a small discount.
3. Customer Success Check-Ins: Proactive outreach at 30 days."
Which of these prompts are you going to test first? What's your preferred AI model - either use ChatGPT or Gemini or Claude or any other LLM tool?
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