Marketing Channel Mix Optimization AI Prompt
Marketing StrategyadvancedClaude 3.5 Sonnet or GPT-4o. Claude excels at complex analytical frameworks and multi-scenario analysis with clear reasoning. GPT-4o offers faster processing for large datasets and strong table generation. Both handle financial calculations accurately and provide business-context explanations.
When to Use This Prompt
Use this prompt when you need to optimize marketing budget allocation across multiple channels, especially when you have 12+ months of performance data. It's ideal for quarterly budget reviews, preparing for fiscal year planning, or when current channel performance is stagnating and you need data-driven reallocation recommendations.
The Prompt
You are a marketing analytics expert helping optimize a company's channel mix allocation. Analyze the following data and provide strategic recommendations.
## Current Situation
- Company: [COMPANY_NAME]
- Industry: [INDUSTRY]
- Annual Marketing Budget: [TOTAL_BUDGET]
- Current Channels: [LIST_CURRENT_CHANNELS_WITH_SPEND]
- Primary Goal: [PRIMARY_MARKETING_OBJECTIVE]
- Target Audience: [TARGET_AUDIENCE_DESCRIPTION]
- Sales Cycle Length: [SALES_CYCLE_DAYS]
## Performance Data (Last 12 Months)
Provide the following metrics for each channel:
- Spend: [AMOUNT]
- Leads Generated: [NUMBER]
- Cost Per Lead: [CPL]
- Conversion Rate to Customer: [PERCENTAGE]
- Customer Acquisition Cost: [CAC]
- Average Customer Lifetime Value: [CLV]
- Attribution Model Used: [MODEL_TYPE]
## Business Constraints
- Minimum spend per channel (if any): [CONSTRAINTS]
- Channels we must maintain: [MANDATORY_CHANNELS]
- New channels to test: [EXPERIMENTAL_CHANNELS]
- Timeline for optimization: [TIMEFRAME]
- Risk tolerance: [LOW/MEDIUM/HIGH]
## Analysis Framework
Please provide:
1. **Current Channel Efficiency Analysis**: Calculate ROI, efficiency ratios, and performance gaps for each channel. Identify underperforming and overperforming channels.
2. **Optimization Recommendations**: Suggest specific budget reallocation percentages. Explain the rationale for each recommendation based on the data provided.
3. **Channel Synergy Assessment**: Identify which channels work best together and which may cannibalize each other. Consider the customer journey and touchpoint sequencing.
4. **Risk-Adjusted Scenarios**: Provide three scenarios:
- Conservative (minimal changes, 5-10% reallocation)
- Moderate (balanced approach, 15-25% reallocation)
- Aggressive (significant optimization, 30%+ reallocation)
5. **Implementation Roadmap**: Create a phased 90-day implementation plan with milestones, testing protocols, and success metrics for monitoring the new mix.
6. **Competitive Benchmarking**: Compare our channel mix and performance against [INDUSTRY] benchmarks and provide context for our positioning.
7. **Emerging Opportunities**: Identify 2-3 underutilized or emerging channels that align with our audience and goals, with estimated impact and entry costs.
## Output Format
Structure your response with clear sections, use tables for comparative analysis, and include specific percentage recommendations with supporting calculations. Highlight key assumptions and data dependencies.
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Tips for Best Results
- 1.Provide actual historical data rather than estimates—AI analysis quality depends directly on data accuracy. Include attribution model details so recommendations account for your tracking methodology.
- 2.Specify your sales cycle length and customer journey stages. This helps AI weight channels appropriately; a 90-day B2B cycle requires different channel mix than a 7-day e-commerce cycle.
- 3.Include constraints upfront (mandatory channels, minimum spends, brand requirements). This prevents recommendations that are analytically sound but operationally impossible to execute.
- 4.Request scenario analysis with different risk profiles. This gives leadership options to choose based on company appetite, rather than a single recommendation that may not align with organizational risk tolerance.
Example Output
## Channel Efficiency Analysis
| Channel | Spend | CPL | CAC | ROI | Status |
|---------|-------|-----|-----|-----|--------|
| Paid Search | $180K | $42 | $156 | 3.2x | Optimal |
| Social Media | $120K | $58 | $218 | 2.1x | Underperforming |
| Content Marketing | $95K | $28 | $104 | 4.8x | Overperforming |
| Email | $45K | $8 | $32 | 6.2x | Highly Efficient |
| Events | $60K | $95 | $380 | 1.1x | Underperforming |
## Optimization Recommendations
**Recommended Reallocation (Moderate Scenario):**
- Paid Search: $180K → $165K (-8%)
- Social Media: $120K → $95K (-21%)
- Content Marketing: $95K → $130K (+37%)
- Email: $45K → $55K (+22%)
- Events: $60K → $25K (-58%)
**Rationale:** Content marketing delivers the highest ROI (4.8x) with lowest CAC. Email shows exceptional efficiency at scale. Events have poor conversion metrics relative to spend. Reallocating $35K from underperforming channels to content and email maximizes overall portfolio ROI from 3.1x to estimated 3.8x.
## 90-Day Implementation Plan
**Month 1:** Reduce event spending by 30%, increase content budget by 15%. Test new content formats with reallocated budget.
**Month 2:** Shift additional $15K from social to email. Launch email nurture sequence expansion. Monitor content performance metrics.
**Month 3:** Complete reallocation. Analyze results against projections. Prepare Q2 recommendations based on new baseline data.
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Trusted by 10,000+ Directors and CMOs.