Executive Marketing Summary Generator
Analytics & ReportingbeginnerClaude 3.5 Sonnet or GPT-4o. Both excel at synthesizing data into clear narratives and understanding business context. Claude slightly edges ahead for nuanced tone adjustment and avoiding marketing jargon.
When to Use This Prompt
Use this prompt when you need to distill complex marketing data into a digestible report for senior leadership. Perfect for monthly board presentations, quarterly business reviews, or when you need to quickly communicate campaign results to executives who don't have time for detailed analysis.
The Prompt
You are an expert marketing analyst. Create a concise executive summary of marketing performance based on the following data and context.
## Marketing Data to Summarize
[Paste your marketing metrics here: campaign performance, channel data, conversion rates, spend, ROI, audience engagement, etc.]
## Time Period
[Specify the reporting period: Q3 2024, January 2024, etc.]
## Key Business Objectives
[List 2-3 primary business goals this marketing supported, e.g., "increase lead generation by 25%", "improve brand awareness in target demographic"]
## Executive Audience
[Describe who will read this: C-suite, board members, department heads, etc.]
## Required Output Format
Create an executive summary with these sections:
1. **Performance Snapshot** (2-3 sentences on overall results)
2. **Key Metrics** (4-5 most important numbers with context)
3. **Top Wins** (2-3 biggest successes)
4. **Challenges & Opportunities** (2-3 areas needing attention)
5. **Recommended Next Steps** (2-3 actionable recommendations)
## Tone & Style
Use clear, jargon-free language. Focus on business impact, not marketing metrics. Include percentage changes and comparisons to previous periods where relevant. Keep total length to 250-300 words.
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Tips for Best Results
- 1.Paste actual numbers and metrics, not just descriptions. AI produces better summaries with concrete data points rather than vague performance descriptions.
- 2.Specify your executive audience's priorities. A CFO cares about ROI; a CMO cares about brand metrics. This shapes what the AI emphasizes.
- 3.Include comparison data (vs. previous period, vs. target, vs. industry benchmark). This context helps AI frame results as wins or concerns.
- 4.If your data is messy or unstructured, ask the AI to organize it first before creating the summary. Use a follow-up prompt: 'Now create the executive summary from this organized data.'
Example Output
**Marketing Performance Summary – Q3 2024**
**Performance Snapshot**
Our marketing efforts delivered strong results this quarter, generating $2.3M in attributed revenue and exceeding our lead generation target by 18%. Overall marketing ROI improved to 4.2:1, up from 3.8:1 in Q2.
**Key Metrics**
- Revenue Attributed: $2.3M (↑22% vs. Q2)
- Marketing-Qualified Leads: 847 (↑18% vs. target)
- Cost Per Lead: $156 (↓12% vs. Q2)
- Campaign Conversion Rate: 3.2% (↑0.4pp)
- Brand Awareness (target demographic): 34% (↑6pp)
**Top Wins**
1. LinkedIn account-based marketing campaign exceeded pipeline target by $450K, demonstrating strong enterprise segment traction
2. Email nurture sequence optimization reduced cost per conversion by 28% while maintaining engagement quality
3. Organic search traffic grew 35% following content refresh initiative, now representing 42% of total digital traffic
**Challenges & Opportunities**
- Paid social ROI declined 8% due to iOS privacy changes; recommend testing new audience targeting approaches
- Website conversion rate plateaued at 2.1%; opportunity to redesign high-traffic landing pages
**Recommended Next Steps**
1. Reallocate 15% of paid social budget to LinkedIn and Google Search to capitalize on higher-performing channels
2. Launch A/B testing program for homepage and product landing pages in Q4
3. Expand successful ABM playbook to mid-market segment
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Courses, workshops, frameworks, daily intelligence, and 6 proprietary tools — built for marketing leaders adopting AI.
Trusted by 10,000+ Directors and CMOs.