ChatGPT prompts for Senior Marketing Operations Manager

This guide contains 20 highly actionable ChatGPT use cases designed specifically for a Senior Marketing Operations Manager working in a B2B organization.

Each use case is tailored to improve automation, data hygiene, reporting, CRM integrations, lead management, and alignment with sales.

How to get the most out of this guide

• Always customize the placeholders with your company’s martech stack, CRM system, and internal reporting requirements.
• Upload campaign data, CRM exports, automation workflows, or performance reports where required.
• Use these use cases iteratively: start broad, refine based on ChatGPT’s first response.
• Remember to give ChatGPT context: which platform you’re working in (HubSpot, Marketo, Salesforce, etc.), the business objective, and the type of audience.

Audit lead lifecycle stages

The prompt

“You are a marketing operations consultant. Audit our current lead lifecycle stages in [CRM/Marketing Automation Platform]. Identify gaps in how leads move from MQL to SQL to opportunity. Suggest improved definitions, automation rules, and handoff triggers to sales.”

Mandatory files and data needed

• Current lifecycle stage definitions
• CRM/MAP workflows

Optional files and data required

• Historical conversion rates
• Sales SLA agreements

Why is it helpful

Ensures marketing and sales alignment, reduces lead leakage, and improves reporting accuracy.

10 ways to make the most out of this use case

1. Suggest SLA improvements.
2. Add recycling workflows for unqualified leads.
3. Recommend automation alerts.
4. Compare to industry benchmarks.
5. Suggest documentation format.
6. Build a QA checklist.
7. Propose dashboards for tracking.
8. Identify unnecessary lifecycle stages.
9. Recommend system integration points.
10. Draft a governance framework.

Standardize lead source tracking

The prompt

“You are a marketing ops specialist. Audit our current lead source tracking fields in [CRM]. Suggest a standardized taxonomy for lead sources and sub-sources to ensure clean reporting across paid, organic, partner, and offline channels.”

Mandatory files and data needed

• Current lead source picklist values
• Reporting requirements

Optional files and data required

• Sample lead data exports

Why is it helpful

Improves attribution accuracy and ensures data consistency across platforms.

10 ways to make the most out of this use case

1. Recommend hierarchy for sources.
2. Suggest merge rules for duplicates.
3. Add hidden fields for integrations.
4. Propose governance for new sources.
5. Create dashboard templates.
6. Map sources to funnel metrics.
7. Provide documentation for SDRs.
8. Suggest validation rules.
9. Add automation to auto-assign sources.
10. Build reporting use cases.

Optimize marketing automation workflows

The prompt

“You are a marketing automation architect. Review this workflow [paste workflow export]. Suggest optimizations for efficiency, error reduction, and scalability. Highlight redundant steps, recommend triggers, and propose testing methodology.”

Mandatory files and data needed

• Workflow diagram/export

Optional files and data required

• Campaign goals
• Email performance data

Why is it helpful

Saves time by streamlining complex workflows and reducing errors that affect lead flow.

10 ways to make the most out of this use case

1. Suggest logic simplifications.
2. Add error-handling checks.
3. Recommend naming conventions.
4. Propose modular workflow design.
5. Add QA checklist.
6. Suggest testing frameworks.
7. Build training notes for team.
8. Highlight scalability issues.
9. Recommend performance monitoring.
10. Propose A/B workflow variations.

Create reporting dashboards

The prompt

“You are a marketing data analyst. Build a dashboard template for [CRM/BI tool] that shows MQLs, SQLs, pipeline contribution, CAC, and campaign ROI. Recommend visualization styles that appeal to executives.”

Mandatory files and data needed

• CRM or BI data extracts

Optional files and data required

• Sales attribution models

Why is it helpful

Enables leadership to make decisions quickly with standardized views of marketing performance.

10 ways to make the most out of this use case

1. Propose weekly vs. monthly cadence.
2. Segment by channel.
3. Include pipeline velocity.
4. Add LTV:CAC ratio.
5. Suggest mobile-friendly version.
6. Build board-ready summary slides.
7. Include forecasting metrics.
8. Highlight anomaly detection.
9. Compare actual vs. target.
10. Automate dashboard refresh.

Improve CRM data hygiene

The prompt

“You are a CRM data governance expert. Review a sample export of leads [paste CSV]. Suggest strategies for deduplication, standardization, enrichment, and validation. Recommend automation rules to keep data clean.”

Mandatory files and data needed

• Lead export CSV

Optional files and data required

• Enrichment provider details

Why is it helpful

Clean data ensures accurate reporting, better segmentation, and improved campaign performance.

10 ways to make the most out of this use case

1. Suggest dedupe rules.
2. Propose enrichment vendors.
3. Add field validation logic.
4. Recommend naming standards.
5. Create automation for corrections.
6. Draft data governance policy.
7. Suggest frequency of audits.
8. Propose dashboards for monitoring.
9. Align with compliance (GDPR/CCPA).
10. Create SLA for sales updates.

Integrate CRM with marketing automation platform

The prompt

“You are a marketing operations architect. Design a step-by-step integration plan between [CRM system] and [marketing automation platform]. Ensure lead data syncs properly, custom fields are mapped, and reporting aligns across systems.”

Mandatory files and data needed

• Field mapping documentation
• Current integration setup

Optional files and data required

• Historical sync error logs

Why is it helpful

Prevents data silos and ensures accurate lead management across systems.

10 ways to make the most out of this use case

1. Identify duplicate fields.
2. Propose sync frequency rules.
3. Suggest error-handling workflows.
4. Create integration monitoring dashboard.
5. Recommend governance for field creation.
6. Align integrations with lifecycle stages.
7. Provide rollback plan.
8. Suggest sandbox testing.
9. Document integration logic.
10. Train sales and marketing on updates.

Automate lead scoring models

The prompt

“You are a marketing ops strategist. Create an automated lead scoring model in [CRM/MAP]. Assign weightings across demographic, firmographic, and behavioral criteria. Suggest automation logic for MQL threshold triggers.”

Mandatory files and data needed

• ICP definitions
• Lead behavior data

Optional files and data required

• Conversion rates by persona

Why is it helpful

Ensures high-quality leads are prioritized and handed to sales efficiently.

10 ways to make the most out of this use case

1. Add negative scoring criteria.
2. Suggest score decay logic.
3. Propose persona-based variations.
4. Align scoring with ABM accounts.
5. Build scoring simulation tests.
6. Create dashboards by score bands.
7. Suggest automation alerts.
8. Provide governance on score changes.
9. Benchmark against industry models.
10. Create sales enablement guides.

Evaluate attribution models

The prompt

“You are a marketing analytics consultant. Compare single-touch vs. multi-touch attribution models for [company]. Recommend which model best fits based on average deal cycle length, number of touches, and reporting needs.”

Mandatory files and data needed

• Campaign performance data
• CRM attribution settings

Optional files and data required

• Sales cycle length data

Why is it helpful

Ensures more accurate revenue attribution and better investment decisions.

10 ways to make the most out of this use case

1. Run scenario planning by channel.
2. Compare pipeline vs. revenue impact.
3. Suggest hybrid attribution models.
4. Propose reporting templates.
5. Add exec-level summaries.
6. Include ROI by attribution model.
7. Recommend dashboard integrations.
8. Suggest governance process.
9. Compare with industry benchmarks.
10. Map to budget allocation.

Create campaign QA checklists

The prompt

“You are a marketing operations quality lead. Build a QA checklist for campaigns launched in [MAP]. Include checks for links, UTM parameters, personalization, dynamic content, and CRM sync.”

Mandatory files and data needed

• Campaign setup process documentation

Optional files and data required

• Sample campaign errors

Why is it helpful

Reduces errors and ensures consistency across all outbound campaigns.

10 ways to make the most out of this use case

1. Suggest pre-launch vs. post-launch checks.
2. Add UTM standardization rules.
3. Create QA workflow templates.
4. Build automated QA scripts.
5. Suggest compliance checks.
6. Document escalation process.
7. Propose sign-off roles.
8. Add creative QA steps.
9. Create reusable checklist format.
10. Automate reminders for QA reviews.

Audit Martech stack

The prompt

“You are a martech consultant. Audit our current martech stack. Identify redundant tools, underutilized features, and opportunities for consolidation. Recommend cost savings and integration opportunities.”

Mandatory files and data needed

• Martech stack inventory
• Subscription cost data

Optional files and data required

• Usage reports by tool

Why is it helpful

Saves budget and ensures tools are optimized for ROI.

10 ways to make the most out of this use case

1. Suggest consolidation opportunities.
2. Identify feature redundancies.
3. Recommend integration priorities.
4. Provide vendor comparison.
5. Propose license governance.
6. Suggest adoption training.
7. Add roadmap for new tools.
8. Flag compliance risks.
9. Create exec summary report.
10. Suggest cost-saving alternatives.

Manage user permissions and governance

The prompt

“You are a CRM administrator. Review current user roles and permissions in [CRM/MAP]. Recommend a governance framework that ensures data security while enabling operational efficiency.”

Mandatory files and data needed

• User role matrix

Optional files and data required

• Access logs

Why is it helpful

Protects data integrity and ensures compliance with security policies.

10 ways to make the most out of this use case

1. Propose least-privilege access model.
2. Suggest quarterly audits.
3. Document role definitions.
4. Recommend SSO integrations.
5. Suggest 2FA enforcement.
6. Create onboarding checklist.
7. Draft permission change process.
8. Propose compliance documentation.
9. Add automation for deprovisioning.
10. Build dashboards for role tracking.

Automate compliance workflows

The prompt

“You are a compliance automation expert. Design workflows in [MAP] to ensure GDPR/CCPA compliance. Include opt-in tracking, data deletion processes, and consent management.”

Mandatory files and data needed

• Compliance requirements

Optional files and data required

• Existing opt-in forms

Why is it helpful

Protects the company from legal risks while maintaining trust with customers.

10 ways to make the most out of this use case

1. Suggest consent capture best practices.
2. Add data deletion workflows.
3. Propose opt-out processes.
4. Align with regional compliance rules.
5. Recommend documentation standards.
6. Build compliance dashboards.
7. Automate consent flag sync.
8. Suggest regular audits.
9. Add escalation alerts.
10. Propose training for sales/marketing.

Audit email deliverability

The prompt

“You are an email deliverability expert. Review [MAP] deliverability data. Identify issues with bounce rates, spam complaints, and domain reputation. Recommend improvements to maximize inbox placement.”

Mandatory files and data needed

• Email deliverability report

Optional files and data required

• Domain authentication settings (SPF/DKIM/DMARC)

Why is it helpful

Improves reach and ensures marketing emails are delivered to intended audiences.

10 ways to make the most out of this use case

1. Recommend authentication setup.
2. Suggest IP warm-up plans.
3. Propose list hygiene tactics.
4. Suggest subject line improvements.
5. Monitor deliverability trends.
6. Add reporting dashboards.
7. Provide industry benchmarks.
8. Suggest segmentation strategies.
9. Build deliverability alerts.
10. Propose best practice playbook.

Create sandbox testing workflows

The prompt

“You are a marketing ops QA lead. Design sandbox testing workflows for [MAP/CRM] updates. Include test cases, success criteria, rollback plans, and documentation templates.”

Mandatory files and data needed

• Sandbox environment setup

Optional files and data required

• Release notes

Why is it helpful

Reduces risk of errors when deploying new features or integrations.

10 ways to make the most out of this use case

1. Build test case templates.
2. Suggest rollback protocols.
3. Create documentation guides.
4. Propose stakeholder sign-offs.
5. Add regression testing plans.
6. Recommend testing frequency.
7. Automate sandbox resets.
8. Suggest monitoring metrics.
9. Align with IT change management.
10. Provide sample test data.

Build campaign cloning guidelines

The prompt

“You are a marketing ops manager. Create guidelines for cloning campaigns in [MAP]. Include naming conventions, UTM parameter updates, list refresh processes, and QA steps.”

Mandatory files and data needed

• Campaign setup guide

Optional files and data required

• Historical cloning errors

Why is it helpful

Saves time and ensures consistency when replicating campaigns.

10 ways to make the most out of this use case

1. Suggest automation for cloning steps.
2. Provide templates for naming.
3. Add checklist for QA.
4. Propose governance for campaign IDs.
5. Document cloning process.
6. Recommend UTM update best practices.
7. Suggest list refresh automation.
8. Create cloning approval workflow.
9. Build training guide for team.
10. Propose compliance checks.

Create multi-touch attribution framework

The prompt

“You are a revenue operations consultant. Build a multi-touch attribution framework that assigns value to each touchpoint in [CRM/BI tool]. Suggest which model to use (linear, time decay, W-shaped) and how to operationalize reporting.”

Mandatory files and data needed

• Campaign touchpoint data

Optional files and data required

• Revenue reporting framework

Why is it helpful

Provides a more accurate picture of marketing’s contribution to revenue.

10 ways to make the most out of this use case

1. Suggest hybrid attribution models.
2. Create dashboards for execs.
3. Compare attribution outputs.
4. Propose pilot testing.
5. Add scenario analysis.
6. Suggest forecasting inputs.
7. Recommend governance rules.
8. Provide training docs.
9. Add reporting cadence.
10. Map attribution to budgeting.

Diagnose funnel conversion rates

The prompt

“You are a funnel diagnostics expert. Review conversion rates from lead to MQL, MQL to SQL, SQL to Opp, and Opp to Closed Won. Identify bottlenecks and recommend operational fixes.”

Mandatory files and data needed

• Funnel conversion data

Optional files and data required

• Win/loss analysis

Why is it helpful

Pinpoints where leads stall and helps prioritize fixes in automation or process.

10 ways to make the most out of this use case

1. Suggest improvements by funnel stage.
2. Compare by persona or vertical.
3. Benchmark against industry.
4. Recommend nurture interventions.
5. Suggest sales enablement assets.
6. Create dashboards by stage.
7. Add alerts for funnel drop-offs.
8. Propose workflow adjustments.
9. Highlight data gaps.
10. Map fixes to revenue targets.

Align with revenue operations

The prompt

“You are a revenue operations advisor. Review how marketing operations data integrates with sales and customer success systems. Identify misalignments in reporting, lead routing, and attribution. Suggest governance models and shared KPIs that unify the revenue engine.”

Mandatory files and data needed

• CRM and MAP integration maps
• Reporting dashboards

Optional files and data required

• Revenue operations OKRs
• Sales process documentation

Why is it helpful

Bridges the gap between marketing, sales, and customer success by aligning on shared data and KPIs.

10 ways to make the most out of this use case

1. Suggest joint KPI scorecards.
2. Align funnel definitions.
3. Create SLA governance.
4. Build unified reporting views.
5. Propose regular RevOps syncs.
6. Document lead routing rules.
7. Identify conflicting metrics.
8. Suggest integration improvements.
9. Map data flows visually.
10. Recommend tech ownership model.

Plan system migrations

The prompt

“You are a systems migration consultant. Create a migration plan from [old MAP/CRM] to [new MAP/CRM]. Include data export/import processes, field mapping, sandbox testing, change management, and end-user training.”

Mandatory files and data needed

• Current system setup
• Target system requirements

Optional files and data required

• Historical campaign data
• User adoption feedback

Why is it helpful

Reduces migration risk, ensures business continuity, and avoids data loss.

10 ways to make the most out of this use case

1. Create migration timeline.
2. Propose risk mitigation steps.
3. Suggest phased rollouts.
4. Add rollback plan.
5. Provide communication templates.
6. Build sandbox testing checklist.
7. Document field mapping.
8. Propose stakeholder sign-off process.
9. Suggest post-migration audits.
10. Recommend user training plan.

Conduct quarterly martech performance reviews

The prompt

“You are a martech performance analyst. Conduct a quarterly review of all marketing operations tools and processes. Evaluate usage, cost, ROI, and team adoption. Recommend optimizations and prepare a board-ready summary.”

Mandatory files and data needed

• Martech stack inventory
• Cost breakdown

Optional files and data required

• User adoption surveys
• Campaign performance reports

Why is it helpful

Provides executives with visibility into the value of martech investments and ensures budget is optimized.

10 ways to make the most out of this use case

1. Suggest KPI dashboards.
2. Compare tool usage trends.
3. Identify underused licenses.
4. Provide vendor renewal strategy.
5. Suggest training improvements.
6. Add consolidation recommendations.
7. Benchmark against peers.
8. Propose adoption incentives.
9. Build board summary slides.
10. Recommend roadmap adjustments.

In this guide, we covered 20 ChatGPT use case frameworks for a Senior Marketing Operations Manager. These use cases help you streamline automation, enforce data hygiene, standardize reporting, and scale your B2B marketing operations with less manual effort.