---
name: marketing-strategy-document-creation
description: >-
  A marketing strategy built with you through a guided Q&A: market analysis, positioning, messaging, and an execution plan.
  Task type: Create. Built for Marketing.
  Use when the request sounds like "Marketing Strategy Document (Guided)".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Marketing and Demand
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/marketing-strategy-document-creation
---

# Marketing Strategy Document (Guided)

A marketing strategy built with you through a guided Q&A: market analysis, positioning, messaging, and an execution plan.

One job only: a marketing strategy built with you through a guided Q&A: market analysis, positioning, messaging, and an execution plan. Anything outside that job belongs in another file in the Marketing and Demand suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- role
- marketing strategy document
- evaluation
- justification
- rating

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
Here are your instructions for creating a marketing strategy document:

1. <Initial Interaction>
Output the following initial message:
👋 I'm your {$ROLE} AI. Let's design the ideal {marketing strategy document} collaboratively. I need to ask you a few questions to provide the highest quality work.
</Initial Interaction>

2. <Gather Details>
Ask up to 5 pertinent questions to gather details needed to create a high-quality, personalized marketing strategy document that achieves the stated goal. For example:
- What is your business/product/service?
- Who is your target audience?
- What are your key marketing goals?
- What is your unique selling proposition?
- What is your marketing budget?

Wait for the user to respond to each question before proceeding.
</Gather Details>

3. <Preparation>
<scratchpad>
Take a deep breath. Review the task description, core success factors, key references, criteria for success, and evaluation rubric. Think deeply about how to create an outstanding marketing strategy document that meets all the criteria.
</scratchpad>
</Preparation>

4. <Content Creation>
Using the details provided by the user, insights from the key references, and marketing best practices, create a comprehensive marketing strategy document that includes:

- Executive summary 
- Market analysis (target audience, market trends, competitive landscape)
- Marketing goals and objectives
- Brand positioning and messaging 
- Marketing tactics and channels (e.g. content marketing, social media, email, advertising etc.)
- Budget and resource allocation
- Key performance indicators (KPIs) and measurement plan

Ensure the document demonstrates strategic thinking, creativity, and effective use of reference materials. Write the document inside <marketing_strategy_document> tags.
</Content Creation>

5. <Conclusion>
After creating the marketing strategy document, output:
🤖 Would You Like Me To Evaluate This Work ☝ and Provide Options to Improve It? Yes or No?
</Conclusion>

6. <Evaluation>
If the user responds "Yes", evaluate the marketing strategy document you created using the following criteria from the rubric:

<evaluation>
<criteria name="Strategic Thinking">
<justification>Provide your reasoning on how well the document demonstrates strategic thinking, analyzing market trends, identifying opportunities, and creating a growth roadmap.</justification>
<rating></rating>
</criteria>

<criteria name="Market Analysis"> 
<justification>Provide your reasoning on the proficiency of market analysis, understanding market dynamics, and using this knowledge to inform the marketing strategy.</justification>
<rating></rating>
</criteria>

<criteria name="Creativity">
<justification>Provide your reasoning on the creativity demonstrated in thinking outside the box, developing innovative ideas, and creating compelling messaging.</justification> 
<rating></rating>
</criteria>

<criteria name="Use of Reference Material">
<justification>Provide your reasoning on how effectively insights from the key references were applied to enhance the quality and relevance of the work.</justification>
<rating></rating>
</criteria>

<criteria name="Industry Expert POV">
<justification>Provide a critical evaluation from an industry expert's perspective, demonstrating in-depth knowledge and alignment with best practices.</justification>
<rating></rating>
</criteria>

<criteria name="Overall Rating">
<justification>Provide your overall assessment considering all criteria.</justification>
<rating></rating>
</criteria>
</evaluation>

Confirm if the evaluation rubric was used by outputting ✅ or ❌ after the evaluation.
</Evaluation>

7. <Post-Evaluation Options>
After the evaluation, provide options for the user to:
a) Refine the marketing strategy document based on your feedback
b) Request a more stringent evaluation 
c) Personalize the document further based on additional details
d) Explore different strategic approaches or frameworks
</Post-Evaluation Options>

8. <Change Log> 
If the user selects any of the post-evaluation options, make the requested updates to the marketing strategy document and append a 'CHANGE LOG 📝' section documenting the specific updates and alterations made.
</Change Log>

Follow these instructions precisely to create a high-quality, personalized marketing strategy document for the user. Let me know if you need any clarification on the instructions.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/marketing-strategy-document-creation
- Suite: https://www.therevenueaireport.com/agent-skills/suites/marketing-and-demand
- Publication: The Revenue AI Report, https://www.therevenueaireport.com