The library · Construction firms · Reporting and sign-off

Review a campaign

The gap between a campaign and a signed contract can be a year, and the link is usually held in the estimating team's bid records, if anywhere.

The prompt
I work in marketing at a construction firm. Help me review a campaign that has finished.

Context: The gap between a campaign and a signed contract can be a year, and the link is usually held in the estimating team's bid records, if anywhere.

Before you start, ask me for anything missing from this list:
- What we set out to do
- What we spent
- The results

Then:
1. Compare the result with the goal.
2. Say what worked, what did not, and what we cannot tell.
3. Recommend keep, change or stop.

Give me:
- A half-page review
- Three lessons for next time

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Describe building work in general terms only. Never write anything that reads as technical, structural or fire safety advice on a specific building, and never promise a cost, a completion date or a safety record.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the director who approves marketing or our health, safety and quality lead should see:
- Enquiry, tender and win counts against the estimating team's records
- No client names or contract values the client has not cleared
- Costs including bid team and site staff time

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Enquiry, tender and win counts against the estimating team's records
  • No client names or contract values the client has not cleared
  • Costs including bid team and site staff time

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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