Template · Marketing
AI Content Workflow Template Pack
The starter template pack for AI content operations — voice guide template, 15 core prompt templates for blog, social, email, and ads, editor checklist, and monthly ROI reporting template.
What's Included
This pack has the core documents an AI content team works from. Every template is further down this page, ready to copy, and in the Word and PDF download.
1. Voice Guide Template
A voice guide AI can follow: your brand in one sentence, five voice traits with examples, ten sentences that sound like you and ten that don't, words to use and avoid, formatting rules, topics, and the claims you're allowed to make. Fill it in once; every prompt in the pack asks you to paste it in.
2. Blog Post Prompt Templates
Three prompts: an outline, the full draft from the approved outline, and the SEO title and meta description. Inputs: topic, search phrase, reader, length and past posts that worked. Each one marks any number it can't support as [SOURCE NEEDED].
3. Social Media Prompt Templates (5 platforms)
Prompts for LinkedIn, X, Instagram, Threads and TikTok. Each one sets that platform's length limits and format.
4. Email Sequence Prompts
Templates for welcome sequences, nurture flows, and re-engagement campaigns. Inputs: segment, goal, tone, product context. Outputs: full sequence with subject lines, preheader text, and body copy. Includes subject line variant generator.
5. Ad Copy Prompts
A prompt for a Google search ad set, one for Meta or LinkedIn ad variants grouped by angle, and a review prompt that flags unsupported claims and wording ad platforms reject.
6. Editor Checklist
The 10-point check every AI-assisted piece passes before it's published: facts and sources, voice, the reader's question, search basics, links, images, claims and a read-aloud test.
7. Prompt Library Structure
How to organize your growing prompt library so it stays useful at scale. Folder structure, naming conventions, version control approach, performance tracking, and quarterly review cadence.
8. Monthly ROI Template
One-page monthly report template for leadership: AI program cost, output volume, quality scores, attributed leads, attributed revenue, ROI percentage, trend analysis. Keep it simple or leadership will tune out.
9. Onboarding Checklist
A 14-day plan for a new writer or editor: tool access, the voice guide, learning the prompt library, supervised work and a first solo week.
How to Use
Start with the voice guide and blog post template in week one. Add social templates in week two. Ad copy and email templates in week three. Don't try to deploy all nine templates simultaneously — workflow adoption takes time.
The templates
Start with the brand voice guide. Every prompt asks you to paste it at the end, which is what keeps the output sounding like you.
Fill in everything in [square brackets]. The prompts tell the AI to write [SOURCE NEEDED] instead of making up a number, so an editor knows what to check.
Run the editor checklist on every piece before it's published.
Brand voice guide
Fill this in once. Every prompt below asks you to paste it at the end, so the AI writes in your voice instead of a generic one.
BRAND VOICE GUIDE: [Brand name] Last updated: [date] Owner: [name] 1. Who we are, in one sentence We help [who] do [what] so they can [result]. 2. Who we write for Main reader: [role, type of company, what they care about] What they already know: [ ] What they are tired of hearing: [ ] 3. Five voice traits For each trait, give one sentence we would write and one we never would. Trait 1: [e.g. Direct] | We say: [example] | We never say: [example] Trait 2: [ ] | We say: [ ] | We never say: [ ] Trait 3: [ ] | We say: [ ] | We never say: [ ] Trait 4: [ ] | We say: [ ] | We never say: [ ] Trait 5: [ ] | We say: [ ] | We never say: [ ] 4. Ten sentences that sound like us Copy them from your best real content. 1. [ ] 2. [ ] 3. [ ] 4. [ ] 5. [ ] 6. [ ] 7. [ ] 8. [ ] 9. [ ] 10. [ ] 5. Ten sentences that don't sound like us 1. [ ] 2. [ ] 3. [ ] 4. [ ] 5. [ ] 6. [ ] 7. [ ] 8. [ ] 9. [ ] 10. [ ] 6. Words we use Product and company names, spelled exactly: [ ] Preferred terms: [ ] 7. Words we avoid Jargon: [ ] Competitor terms: [ ] Anything legal has ruled out: [ ] 8. Formatting Spelling: [US / UK] Headings: [sentence case / title case] Numbers: [e.g. words for one to nine, numerals from 10] Emojis: [where allowed, if anywhere] Sentence length: [e.g. mostly 10 to 20 words, varied] 9. Topics We cover: [ ] We stay away from: [ ] 10. Claims we're allowed to make List every number or claim writers may use, with where it comes from. [Claim] | Source: [link or document] [Claim] | Source: [link or document]
Prompt 1: Blog post outline
Start every post here. Approve the outline before asking for a draft.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write an outline for a blog post. Topic: [topic] Main search phrase: [keyword] Reader: [who they are and what they want to find out] Length of the finished post: [number] words What we want the reader to do next: [action] Give me: 1. Three headline options under 65 characters, each containing the search phrase. 2. One paragraph that sums up the post's argument. 3. The H2 and H3 headings in order, with two or three bullet points under each saying what that section covers. 4. Four to six questions a reader would still have, to answer as FAQs. 5. A list of the facts and numbers the post needs, each marked [SOURCE NEEDED]. Brand voice guide: [Paste your brand voice guide here]
Prompt 2: Blog post draft
Use with the approved outline and one or two past posts that did well.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write the full blog post from the approved outline below. Outline: [paste the approved outline] Length: [number] words Past posts that worked for us: [paste one or two excerpts or links] Call to action at the end: [action and link] Rules: - Open with the reader's problem in the first two sentences. - Short paragraphs of one to three sentences. Plain words. - Use the search phrase in the first 100 words and in one H2. Never force it. - Every number must come from the outline or be marked [SOURCE NEEDED]. - End with the call to action above and nothing after it. Return the post in Markdown. Brand voice guide: [Paste your brand voice guide here]
Prompt 3: SEO title and meta description
Run on the finished draft so the snippet matches what the page really says.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write search snippets for this page. Page address: [URL] Page draft or summary: [paste] Main search phrase: [keyword] Give me: - Five title tags of 50 to 60 characters. - Five meta descriptions of 140 to 155 characters. Each one must describe what the page actually delivers and include the search phrase once. Show the character count after each. Brand voice guide: [Paste your brand voice guide here]
Prompt 4: LinkedIn post
One source, three openings. Pick the one that sounds most like you.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: turn the source below into a LinkedIn post. Source: [blog post, announcement or idea] Posting as: [person's name / company page] Goal: [comments / clicks / reach] Link: [put it in the post / in the first comment / no link] Rules: - The first line must work alone before "see more", under 140 characters. - 120 to 250 words, short paragraphs. - No more than three hashtags, at the end. Give me three versions with different first lines. Brand voice guide: [Paste your brand voice guide here]
Prompt 5: X posts and thread
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write posts for X from the source below. Source: [paste] Allowed hashtags: [list, or none] Give me: - Five single posts, each under 280 characters. - One thread of four to six posts. The first post must make sense on its own and say why the thread is worth reading. Brand voice guide: [Paste your brand voice guide here]
Prompt 6: Instagram caption
Describe the image or each carousel slide so the caption matches what people see.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write an Instagram caption. What the image or carousel shows: [describe each slide] Goal: [saves / profile visits / link in bio] Rules: - The hook goes in the first 125 characters. - 80 to 200 words in total, with a line break between ideas. - One clear call to action. - Five to ten relevant hashtags on a separate line at the end. Also write alt text for each image, under 125 characters each. Brand voice guide: [Paste your brand voice guide here]
Prompt 7: Threads posts
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write three Threads posts from the source below. Source: [paste] Rules: - Conversational, as if talking to one person. - Under 500 characters each. - End each post with a question people will want to answer. - No hashtags. Brand voice guide: [Paste your brand voice guide here]
Prompt 8: TikTok caption and on-screen text
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write the caption and opening text for this TikTok video. What happens in the video: [summary] Length: [seconds] Give me: - A caption under 150 characters. - Three options for the on-screen text in the first three seconds, each under eight words. - Three to five hashtags that fit the video. Brand voice guide: [Paste your brand voice guide here]
Prompt 9: Welcome sequence
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write a welcome email sequence. Who signed up, and where: [segment and sign-up source] What we promised them: [guide, newsletter, demo, etc.] Number of emails and timing: [e.g. four emails over ten days] Facts about the product we can use: [paste] Sender name: [ ] For each email give: - Subject line, under 50 characters - Preheader, under 90 characters - Body, under 200 words - One call to action - The single job of that email Brand voice guide: [Paste your brand voice guide here]
Prompt 10: Nurture email
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write one nurture email. Who gets it: [segment] Where they are: [e.g. downloaded a guide two weeks ago, hasn't replied] The one idea this email teaches: [ ] Proof we can mention: [case study or number, with its source] Call to action: [ ] Sender: [name] Under 200 words, written like a personal note from the sender. Give me a subject line and preheader too. Brand voice guide: [Paste your brand voice guide here]
Prompt 11: Re-engagement emails
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write two emails for subscribers who haven't opened anything in [90] days. What they signed up for: [ ] Email 1: remind them what they get from us and ask if they still want it. Email 2: tell them this is the last email unless they choose to stay, with one click to stay. For each email: subject line, preheader and a body under 120 words. No guilt and no fake deadlines. Brand voice guide: [Paste your brand voice guide here]
Prompt 12: Subject line variants
Use on any finished email before you schedule it.
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write ten subject lines and matching preheaders for the email below. Email: [paste] Mix: - three direct - three that make the reader curious - two that use a number from the email - two written like a note from one person Keep subject lines under 50 characters. Mark the two you would test first and say why in one sentence each. Brand voice guide: [Paste your brand voice guide here]
Prompt 13: Search ad set
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write a responsive search ad. Product or service: [ ] Landing page: [URL, and what it offers] Keyword theme: [ ] Facts we can state: [prices, offers, proof, each with its source] Give me: - 15 headlines, 30 characters or fewer - 4 descriptions, 90 characters or fewer Show the character count after each line. At least three headlines include the keyword theme. Make no claim beyond the facts listed above. Brand voice guide: [Paste your brand voice guide here]
Prompt 14: Social ad variants
You are writing for [brand name]. Follow the brand voice guide pasted at the end. Do not invent facts, quotes, sources or statistics: if something needs a number you don't have, write [SOURCE NEEDED]. Task: write [15] ad variants for [Meta / LinkedIn]. Audience: [ ] Offer: [ ] Angles to cover: [the problem, the result, proof, a common objection] Facts we can state: [each with its source] For each variant give: - Primary text, under 125 characters before "more" - Headline, under 40 characters - Description, under 30 characters - The angle it uses Group the variants by angle. Brand voice guide: [Paste your brand voice guide here]
Prompt 15: Ad review before launch
Run on every batch of ads, including ones a person wrote.
Task: review these ads before they go live. Platform: [Google / Meta / LinkedIn] Landing page: [URL] Ads: [paste] Flag anything that: - makes a claim with no source - uses "best", "#1", "guaranteed" or similar words we can't prove - refers to the reader's personal traits (for example "Are you in debt?"), which ad platforms reject - states a price or offer that doesn't match the landing page - uses ALL CAPS, repeated punctuation or symbols as decoration - names a trademark we don't own Return a table with three columns: the ad, the problem, a suggested fix.
Editor checklist
Every AI-assisted piece passes all ten points before it's published.
EDITOR CHECKLIST Piece: [title] Editor: [name] Date: [ ] [ ] 1. Facts: every number, name, date and quote is checked against a source, and the source is linked or filed. [ ] 2. Sources are real: every study, quote and statistic exists and says what we say it says. [ ] 3. Voice: it reads like the "sounds like us" sentences in the voice guide, with the avoided words removed. [ ] 4. Reader: the reader's question is answered on the first screen. [ ] 5. Search: the search phrase is in the title, the first 100 words and one heading; the title tag and meta description are written. [ ] 6. Links: two to four links to our own related pages; every outside link opens and goes to a credible source. [ ] 7. Images: chosen, with alt text, and no generated image shows fake text or logos. [ ] 8. Claims: nothing legal or compliance has ruled out; no promise we can't keep. [ ] 9. Not a repeat: it doesn't cover the same ground as something we've already published. [ ] 10. Read aloud: the first and last paragraphs sound natural spoken out loud. Signed off by: [name] Published on: [date] URL: [ ]
Prompt library structure
How to store the prompts so the team uses the latest version.
PROMPT LIBRARY Folders: 01-voice: brand-voice-guide 02-blog: blog-outline, blog-draft, seo-snippets 03-social: linkedin, x, instagram, threads, tiktok 04-email: welcome-sequence, nurture, re-engagement, subject-lines 05-ads: search-ads, social-ads, ad-review 99-retired: old versions (keep them, never delete) File names: [channel]-[task]_v[number] Example: blog-draft_v4 At the top of every prompt file: Owner: [name] Last changed: [date] What changed: [one line] Best example of its output: [link] Track for each prompt, monthly: Times used: [ ] Average editing time per piece: [ ] minutes Pieces published: [ ] Pieces rejected: [ ] Every quarter: - Move prompts nobody used to 99-retired. - Merge prompts that do the same job. - Update the best example of each prompt's output.
Monthly ROI report
One page for leadership. Fill in the brackets from your analytics and finance numbers.
MONTHLY AI CONTENT REPORT: [Month, Year] Prepared by: [name] For: [team or leadership group] 1. Summary Three sentences: what we published, what it produced, what we'll change next month. 2. Cost Tools and subscriptions: $[ ] Staff and freelance time: [hours] x $[hourly rate] = $[ ] Total cost: $[ ] 3. Output Published this month: blog [ ], social [ ], email [ ], ads [ ] Average editing time per piece: [ ] minutes Pieces sent back for rework: [ ] 4. Quality Average editor checklist score, out of 10: [ ] Corrections made after publishing: [ ] 5. Results Visits to content published this month: [ ] Leads from content: [ ] How leads are counted: [first touch / last touch / other] Revenue from those leads: $[ ] 6. Return ROI = (revenue - total cost) / total cost = [ ]% Cost per lead = total cost / leads = $[ ] 7. Last three months [Month]: cost $[ ], pieces [ ], leads [ ], revenue $[ ], ROI [ ]% [Month]: cost $[ ], pieces [ ], leads [ ], revenue $[ ], ROI [ ]% [Month]: cost $[ ], pieces [ ], leads [ ], revenue $[ ], ROI [ ]% 8. Next month Keep doing: [ ] | Stop doing: [ ] | Try: [ ]
Onboarding checklist
Two weeks for a new writer or editor to work from the library on their own.
NEW TEAM MEMBER: 14-DAY ONBOARDING Name: [ ] Start date: [ ] Buddy: [ ] Days 1 to 2: access [ ] Accounts for the AI tools, the CMS, analytics and the prompt library [ ] Read the brand voice guide and the editor checklist Days 3 to 5: learn the library [ ] Run each blog and social prompt once on a topic we've already covered, and compare the result with what we published [ ] Review three published pieces against the editor checklist with an editor Days 6 to 10: supervised work [ ] Write two blog posts and ten social posts; an editor reviews each one against the checklist [ ] Write one email and its subject lines with Prompt 12 Days 11 to 14: first solo week [ ] Own one piece from brief to publish; the buddy reviews it before it goes live [ ] Suggest one change to a prompt and log it in the library Signed off by: [manager] Date: [ ]
Want this dialed in for your team?
We can help you customize and roll out an AI content workflow tailored to your brand voice and approval process.
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