Internal Playbook

Claude at RTA

A practical guide to using Claude across your accounts. Copy a prompt, paste it in, get results. No fluff.

Before you start
Get more out of every conversation
1
Upload the RTA brand guidelines deck at the start of any creative or strategy conversation. Claude will match tone, terminology, and positioning.
2
Paste raw data, not summaries. Claude works best with the actual CSV export, search term report, or GA table. Let it do the analysis.
3
Give it a role. "You are a senior PPC strategist at a performance agency" instantly sharpens the output quality and relevance.
4
Use Projects for ongoing accounts. Pin briefs, brand docs, and past reports to a Claude Project so every conversation starts with full context.
5
Iterate, don't restart. If the first output is 70% right, tell Claude what to fix. "Make the tone more direct" or "cut this section" is faster than re-prompting.
6
Ask for formats you can use. Request "output as a table I can paste into Google Sheets" or "format this as bullet points for a client email."

Speed

Campaign builds, ad copy, keyword research, and audience lists. The stuff that eats your Monday mornings.

SearchShopping
Full campaign build from a brief
Generate campaign, ad group, keyword, and ad copy structure in one pass. Output formatted for Google Ads Editor import.
Time
3-4 hrs
25 min
Starting prompt
You are a senior PPC strategist at a performance marketing agency. I need you to build a complete Google Ads campaign structure for [client name]. Here is the brief: [paste brief or describe product/service, target audience, goals, budget] Build me: 1. Campaign names and settings (match types, bid strategy recommendation) 2. Ad group structure with themed keyword clusters (15-25 keywords per ad group) 3. 3 responsive search ads per ad group (15 headlines, 4 descriptions each) 4. Negative keyword list Format everything as a table I can paste into Google Ads Editor.
Search
Keyword research and clustering
Generate keyword lists from a seed topic, clustered by intent and theme, with match type recommendations and volume estimates.
Time
1-2 hrs
10 min
Starting prompt
Generate a keyword list for [product/service] targeting [location]. Cluster keywords into themed ad groups based on search intent. For each cluster, provide: - Ad group name - 15-25 keywords with recommended match types - Estimated intent (navigational / informational / commercial / transactional) - Suggested negative keywords for that cluster Include non-brand, competitor, and problem-aware keyword clusters. Format as a table.
SearchSocial
Ad copy generation at scale
Generate RSA headlines, descriptions, and social ad variants from a single brief. Test angles, tones, and CTAs in one prompt.
Time
2 hrs
15 min
Starting prompt
Write Google Ads copy for [product/service]. Target audience: [who] Key USPs: [list 3-5 selling points] Tone: [e.g. professional, playful, urgent] For each of 3 ad groups, write: - 15 headlines (max 30 characters each) - 4 descriptions (max 90 characters each) - Pin headline 1 and 2 suggestions Test these angles across the set: benefit-led, social proof, urgency, question-based, feature-led. Output as a table with columns: Ad Group | Asset Type | Text | Character Count | Angle.
SocialProgrammatic
Audience list builder
Build detailed audience segments, affinity groups, and custom intent audiences from a client brief or persona description.
Time
1 hr
10 min
Starting prompt
Build audience targeting lists for [client/product] across Google Ads and Meta. Target customer: [describe ideal customer, demographics, interests] For Google, provide: - In-market audience suggestions - Custom intent audiences (with keyword/URL lists) - Affinity audiences - Demographic targeting recommendations For Meta, provide: - Interest targeting groups - Lookalike audience source suggestions - Detailed targeting exclusions Format as a table grouped by platform.

Analysis

Performance reports, competitor intelligence, data interpretation, and trend spotting. Turn raw numbers into client-ready insight.

All channels
Weekly performance report
Paste in raw campaign data and get a structured WoW analysis with takeaways, flags, and recommended actions.
Time
1.5 hrs
10 min
Starting prompt
You are a senior PPC account manager writing a weekly performance update for a client. Here is this week's data: [paste campaign data: spend, impressions, clicks, conversions, revenue, etc.] Here is last week's data for comparison: [paste last week's data] Write a performance summary covering: 1. Top-line metrics with WoW % change 2. What's working well (top 2-3 highlights) 3. What needs attention (flags and concerns) 4. Recommended actions for next week 5. Any budget pacing notes Tone: confident, concise, client-facing. No jargon the client won't understand.
Search
Search term report analysis
Upload a search term report and get negative keyword recommendations, new keyword opportunities, and wasted spend flags.
Time
1-2 hrs
10 min
Starting prompt
Analyse this search term report for [client name]. The client sells [product/service]. [paste search term report data] Provide: 1. Negative keyword recommendations (terms wasting spend with no conversions) 2. New keyword opportunities (converting terms not currently targeted) 3. Match type issues (broad terms triggering irrelevant queries) 4. Top 10 highest-spend non-converting terms 5. Any patterns or themes in what's converting vs what isn't Format negatives as a list I can paste directly into Google Ads.
All channels
Competitor intelligence
Research a competitor's likely paid strategy, messaging angles, and positioning based on their website and public presence.
Time
2-3 hrs
20 min
Starting prompt
Research [competitor name and URL] as a competitor to [our client] in the [industry] space. Analyse: 1. Their likely paid search strategy (what terms they'd bid on, how they'd structure campaigns) 2. Key messaging angles and USPs from their website 3. Pricing positioning relative to our client 4. Landing page strengths and weaknesses 5. Social ad strategy (platforms, content types, estimated frequency) 6. Gaps or opportunities our client could exploit Be specific and actionable. I want to use this in a client strategy deck.
All channels
Data interpretation and pattern spotting
Paste any dataset and ask Claude to find the story. Works with GA4 exports, CRM data, platform reports, and more.
Time
1 hr
5 min
Starting prompt
Here is a dataset from [source, e.g. GA4 / Google Ads / CRM] for [client] covering [date range]. [paste data] Tell me: 1. The 3 most important trends or patterns 2. Anything unusual or unexpected 3. Correlations between metrics worth investigating 4. What this data suggests we should do next Assume I'm a senior account manager who understands the metrics but needs help spotting what I might miss in a quick scan.

Quality

Strategy documents, client comms, brief responses, and QBR decks. Raise the bar on everything that leaves your desk.

Account management
Client brief response
Turn a client brief into a structured strategy response with recommended approach, channel mix, budget allocation, and KPIs.
Time
4-6 hrs
45 min
Starting prompt
You are a senior strategist at a performance marketing agency responding to a client brief. Here is the brief: [paste the full brief] Write a strategy response covering: 1. Brief interpretation (confirm understanding of objectives) 2. Recommended channel mix with rationale 3. Campaign architecture (how you'd structure the account) 4. Budget allocation across channels with reasoning 5. KPI framework and measurement approach 6. Timeline and phasing 7. Key risks and mitigation Tone: strategic, confident, senior. This will go into a pitch deck.
Account management
Client email drafting
Draft tricky client emails: performance dips, budget conversations, strategy pivots, or proactive recommendations.
Time
30 min
5 min
Starting prompt
Draft a client email for [client name]. Situation: [describe what's happened, e.g. "CPA has increased 30% WoW due to a competitor entering auction"] I need to: [e.g. "explain the dip, reassure them, and propose a testing plan"] Relationship context: [e.g. "new client, still building trust" or "long-standing, direct communication preferred"] Tone: professional but human. Not robotic. Keep it under 200 words.
Account management
QBR / performance review structure
Generate a quarterly business review outline with talking points, data requirements, and narrative structure.
Time
3-4 hrs
30 min
Starting prompt
I'm building a QBR deck for [client name] covering [quarter/date range]. Account context: [channels running, budget, key objectives this quarter] Key results: [paste top-line numbers or attach data] Build me a QBR structure with: 1. Executive summary (3 sentences max) 2. KPI performance vs targets (table format) 3. Channel-by-channel highlights 4. Key wins and learnings 5. Challenges and how we addressed them 6. Next quarter strategy and recommendations 7. Budget recommendation for next quarter For each section, give me the talking points I should use in the meeting, not just the slide content.
SocialSearch
Creative brief writing
Translate a media plan or performance goal into a structured creative brief that a designer or content team can act on.
Time
1-2 hrs
15 min
Starting prompt
Write a creative brief for [campaign name] for [client]. Objective: [e.g. "Drive trial sign-ups for new product line"] Channels: [e.g. "Meta (feed + stories), YouTube pre-roll, Google Display"] Audience: [describe target audience] Key message: [what's the one thing we need to communicate?] Assets needed: [e.g. "3 static variants + 1 x 15s video per platform"] Include: format specs per platform, messaging hierarchy, CTA options, do's and don'ts, and tone of voice guidance. Make this actionable enough that a designer can start work without a follow-up meeting.

Scale

Bulk operations, translations, feed work, and testing matrices. The repetitive tasks that steal hours from strategic thinking.

SearchShopping
Campaign translation and localisation
Translate and localise ad copy, keywords, and landing page content. Adapts messaging for local market nuance, not just word-for-word translation.
Time
Full day
1 hr
Starting prompt
Translate and localise the following Google Ads campaign from English to [target language] for the [target market, e.g. "German market"]. [paste headlines, descriptions, keywords, or full campaign structure] Rules: - Adapt messaging for local market, don't just translate literally - Keep headlines under 30 characters and descriptions under 90 characters - Flag any USPs or CTAs that won't resonate in the target market - Suggest alternative angles where the English version doesn't translate well - Maintain keyword match types - Note any cultural considerations Output in the same table format as the original.
Shopping
Product feed optimisation
Rewrite product titles, descriptions, and attributes for Google Merchant Centre. Optimise for search relevance and CTR.
Time
3-4 hrs
30 min
Starting prompt
Optimise these product feed entries for Google Shopping: [paste product titles, descriptions, and attributes] For each product: 1. Rewrite the title using the format: Brand + Product Type + Key Attribute + Size/Colour (max 150 chars) 2. Rewrite the description with key selling points front-loaded (max 5000 chars) 3. Suggest missing attributes (colour, material, size, gender, age group) 4. Flag any policy violations (promotional text in titles, excessive capitalisation) Output as a table matching the original feed column structure.
SearchSocial
A/B test matrix builder
Generate structured testing plans with hypotheses, variants, success metrics, and timelines for ad copy, landing pages, or audiences.
Time
1 hr
10 min
Starting prompt
Build an A/B testing plan for [client]'s [channel, e.g. "Meta prospecting campaigns"]. Current performance: [key metrics] Goal: [e.g. "reduce CPA by 15%"] Create a testing matrix with: - Test name - Hypothesis (If we X, then Y, because Z) - Control vs variant description - Primary metric - Secondary metrics - Required sample size / budget estimate - Priority (high/medium/low) - Estimated test duration Order by priority. Include 6-8 tests across copy, creative, audience, and bidding dimensions.
All channels
Bulk UTM builder
Generate UTM-tagged URLs at scale for campaigns across multiple channels, with consistent naming conventions.
Time
45 min
5 min
Starting prompt
Generate UTM-tagged URLs for [client]'s [campaign name] campaign. Base URL: [landing page URL] Channels and campaigns: [list channels and campaign names, e.g.: - Google Search - Brand - Google Search - Non-Brand - Meta - Prospecting - Meta - Retargeting - Google Display - Awareness] Use this naming convention: - utm_source: platform name (google, meta, linkedin) - utm_medium: channel type (cpc, paid-social, display) - utm_campaign: campaign name (lowercase, hyphens) - utm_content: ad variant identifier Output as a table with: Channel | Campaign | Full Tagged URL

Build

Scripts, dashboards, landing pages, and automation. Things you'd normally need a developer for.

Search
Google Ads scripts
Generate custom Google Ads scripts for automated alerts, bid rules, budget pacing, quality score tracking, and more.
Time
2-4 hrs
15 min
Starting prompt
Write a Google Ads script that [describe what you want it to do, e.g. "sends a Slack alert if any campaign's CPA exceeds the target by more than 20%"]. Requirements: - Account ID: [MCC or account level] - Check frequency: [e.g. "hourly"] - Date range: [e.g. "last 7 days"] - Alert method: [email / Slack webhook / Google Sheet] Include error handling, logging, and clear comments explaining each section. Make it production-ready.
All channels
Reporting dashboard (Looker Studio)
Generate the calculated fields, filters, and chart specifications for a Looker Studio dashboard from scratch.
Time
Half day
1 hr
Starting prompt
I'm building a Looker Studio dashboard for [client] pulling from [data sources, e.g. "Google Ads, GA4, and a Google Sheet with offline conversion data"]. The client cares about: [key metrics and KPIs] Design the dashboard: 1. Page structure (what pages, what each covers) 2. Charts and tables per page with recommended chart types 3. Calculated fields I'll need to create (with formulas) 4. Filter controls and date range selectors 5. Blending configuration if combining sources Also suggest a visual layout (where charts sit on each page) and any conditional formatting rules for RAG status indicators.
All channels
Landing page copy and wireframe
Generate full landing page copy with section structure, headlines, CTAs, and conversion-focused layout recommendations.
Time
3-4 hrs
30 min
Starting prompt
Write landing page copy for [client]'s [campaign/offer]. Traffic source: [e.g. "Google Ads non-brand search"] Target audience: [who are they, what problem do they have] Desired action: [e.g. "book a demo", "request a quote", "sign up for trial"] Key proof points: [stats, testimonials, awards, logos] Write the full page in sections: 1. Hero (headline, subheadline, primary CTA) 2. Problem statement 3. Solution / how it works 4. Benefits (not features) 5. Social proof 6. FAQ (5 questions) 7. Final CTA For each section, include layout notes (full-width, two-column, etc.) and any conversion optimisation tips.
Account management
Account handover documentation
Generate structured handover docs when transitioning accounts between team members, covering strategy, history, contacts, and gotchas.
Time
2-3 hrs
20 min
Starting prompt
I'm handing over the [client name] account to a colleague. Build a comprehensive handover document. Account overview: [channels running, monthly budget, key objectives, contract details] Current strategy: [what's running, why, what's been tested] Key contacts: [client contacts with roles and communication preferences] Structure the handover covering: 1. Account overview and objectives 2. Current campaign architecture with rationale 3. What's working and what we've tested 4. Known issues and things to watch 5. Reporting cadence and templates 6. Client relationship notes (communication style, sensitivities, preferences) 7. Upcoming deadlines or milestones 8. Where to find everything (links to dashboards, sheets, assets)