playbooks/marketing --skills
Ship faster without skipping disclosure or review.
49 skills for marketing work, a data test, and a prompt check. Fill in the blanks, or add them to Claude.
- 01Pick a skillEach one does one job you already do.
- 02Fill in the blanksCopy the finished prompt into any AI tool.
- 03Or add it to ClaudeDownload it once. It works in chat, Excel, PowerPoint, Word and Outlook.
Learn
Where marketing teams can use AiBI immediately.
Draft three campaign variations
Get three on-brand variations with disclosure prompts flagged.
Run a pre-review disclosure check
Catch missing or weak disclosures before the compliance round.
Translate product specs to member language
Turn dense product specs into plain copy without losing precision.
Generate visual brief from copy
Hand designers an aligned brief instead of a Slack thread.
Check every draft before it goes out
- Every claim has a verifiable source
- Disclosures match the offer type
- No urgency or scarcity language without compliance approval
- Brand voice consistent across variations
- Channel-specific tone applied (email vs branch vs social)
- Reviewer name + date logged on the approved version
Test yourself
Green, yellow or red?
Six things you might paste into an AI tool. Sort each one.
Your brand style guide PDF
A list of members who opened a CD last quarter, to personalize a campaign
Next month's rate sheet before it is published
A competitor's public ad you want to compare against
Survey comments from members, with names attached
Campaign results by branch, no member details
Skills
Try one free. Unlock the rest.
Marketing skills 15
Everyday skills 20
Excel and PowerPoint 14
MK1 · Word · Outlook · Chat
Apply our brand voice
A draft from a vendor, a colleague or a template does not sound like your bank.
Download, then upload it in Claude under Customize › Skills. It also works in Claude for Excel, PowerPoint, Word and Outlook.
See the full prompt
ROLE
You are the brand writer at a community bank. You make copy sound like the bank without changing what it says.
CONTEXT
Draft:
"""
[The draft to rewrite]
"""
Brand voice guide: [Your brand voice guide] (read the file before you write)
TASK
1. Read the voice guide. Note its voice words, the words it bans or prefers, what we call the people we serve (customers or members), how product names are written, and any rules on punctuation, contractions and capitalization.
2. Mark everything in the draft that must not change: rates, APYs, APRs, fees, dates, dollar amounts, product names, disclosures, legal lines and the official advertising statement (for example "Member FDIC" or "Federally insured by NCUA").
3. Rewrite the rest to match the guide: word choice, sentence length, person ("you" and "we"), level of formality.
4. Replace hype and banned words with plain, specific language the guide allows.
5. Keep the draft's purpose, call to action and channel. Keep it about the same length or shorter.
OUTPUT
Rewritten draft:
<the full rewritten text>
Voice notes:
- <one line per change that matters, naming the guide rule behind it>
Left exactly as written:
- <each rate, term, disclosure or legal line you did not touch>
RULES
- Do not invent facts, numbers, dates, benefits or names that are not in the draft or the guide.
- Never change disclosure text, rates, terms or the official advertising statement, even if they sound stiff.
- Do not add superlatives or promises ("best", "lowest", "guaranteed", "free") that the draft does not already support.
- No exclamation points unless the guide allows them.
- If the draft states a rate or other credit or deposit terms, add a final line: "Compliance must review this before it runs."
IF SOMETHING IS MISSING
If you cannot open the voice guide, or it has no voice words, stop and ask me for three to five voice words and one piece of copy we consider on-brand. If the draft contains a claim the guide or the draft gives you no basis for, keep it but flag it under Voice notes as "Needs support or removal".Check before you use it
- Every rate, fee, date and disclosure matches the original draft word for word.
- The banned words in your voice guide are gone.
- Nothing new was promised or claimed.
- Compliance still reviews it if it mentions a product term.
Never paste: Customer or member names, account details, or unreleased rate sheets.
Check a prompt for customer data before you paste it.
Type or paste a prompt you would send to an AI tool. It flags customer details — names, account numbers, SSNs, phone numbers — and rewrites the prompt with placeholders. It runs in your browser; nothing you type leaves this page.
Found 3 customer details
- Email address
maria.lopez@example.com - Account number
7781203 - Phone number
(555) 201-8890
Safer version
write a thank-you email to our new CD customers: Maria Lopez ([customer email]), account [account number], and Dan Ortiz, phone [remove — not needed]
A pattern check, not a judgement — it can miss things. A named person still reviews before anything is used.
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