Agency Internal Training Program · 2025 Edition
Claude AI Mastery
for Digital Marketers
Go from zero experience to confident daily Claude user — and accelerate your path from Assistant to Junior Media Buyer.
TaboolaOutbrainMediaGo
Google DiscoveryFacebookTikTok
LinkedInPinterest
8×
Modules
50+
Ready-to-use Prompts
30d
Action Plan
∞
Daily Use Cases
↗
The 8-Module Learning Path
Module 01
Meet Claude — Your AI Co-Pilot
What Claude is, how it thinks, what it can and cannot do, and how to start your first productive conversation.
Module 02
Prompt Engineering Fundamentals
Writing prompts that get accurate, useful results every time using the 4-part formula.
Module 03
Research & Competitive Intelligence
Use Claude to analyze competitors, trends, and platform specs faster than manual research.
Module 04
Creative Ad Strategy & Copywriting
Brief Claude for ad headlines, angles, and full creative frameworks across all platforms.
Module 05
Analyzing Creative Performance
Make sense of CTR, CVR, and creative fatigue data with Claude as your analyst.
Module 06
Media Planning & Dashboards
Build media plans, campaign architectures, reports, and dashboard templates with Claude.
Module 07
Automation & Tools Discovery
Find tools, build workflows, and write simple automations — no coding experience needed.
Module 08 — Final
From Assistant to Junior Media Buyer
Strategy, communication, portfolio, and career growth — the complete integration module.
| Module | Title | Duration | Key Outcome |
|---|---|---|---|
| 01 | Meet Claude | 60 min | Start and guide any Claude conversation confidently |
| 02 | Prompt Engineering | 90 min | Write a structured prompt that gets professional results first try |
| 03 | Research & Intel | 75 min | Produce a platform intelligence brief in 15 minutes |
| 04 | Creative Strategy | 90 min | Generate a full creative brief + ad copy set in one session |
| 05 | Performance Analysis | 75 min | Write a professional performance analysis report in 20 minutes |
| 06 | Media Planning | 90 min | Produce a structured media plan draft ready for senior review |
| 07 | Automation & Tools | 90 min | Plan and build a workflow automation with no prior coding knowledge |
| 08 | Junior Buyer Track | 120 min | Deliver senior-quality campaign work independently with Claude |
1
Meet Claude — Your AI Co-Pilot
Module 01
Meet Claude — Your AI Co-Pilot
⏱ 60 minutes
🎯 Objective
Understand what Claude AI is, how it differs from a search engine, what it can and cannot do, and how to start your first productive conversation.
📚 Topics
- What is Claude AI? (Large Language Model, not a search engine)
- How Claude generates responses — and why it sometimes gets things wrong
- Key capabilities: writing, analysis, research, planning, coding basics
- Important limitations: no real-time data, no session memory by default, hallucinations
- Setting up your Claude workspace and understanding the interface
- The art of conversation: how to follow up, correct, and refine responses
💬 Try These Prompts
"I'm a new digital marketing assistant. Explain what you can help me with in my job."click to copy
"What are 3 things you can do well and 3 things I should NOT rely on you for?"click to copy
"What's the difference between you and a Google search? Give me a simple example."click to copy
"Pretend you are my senior media buyer mentor. I'm going to ask you questions and I want honest, direct feedback."click to copy
🛠 Activity
Open Claude and have a 15-minute free conversation about your role. Ask it to describe your job back to you, then correct anything it gets wrong. Notice how it adjusts based on your feedback.
✅ Outcome
You can start, guide, and correct a Claude conversation — and know when to trust it vs. when to verify it independently.
🚫 Common Mistakes to Avoid in Module 1
- Treating Claude like Google — it doesn't browse the internet in real time
- Accepting the first answer without asking follow-up questions
- Not providing context — always tell Claude your role, platform, and goal
- Expecting it to remember your last conversation — it starts fresh each session
2
Prompt Engineering Fundamentals
Module 02
Prompt Engineering Fundamentals
⏱ 90 minutes
🎯 Objective
Learn the structure of a great prompt so Claude consistently gives you accurate, actionable results — not vague or generic responses.
📚 Topics
- The 4-part prompt formula: Role + Context + Task + Format
- Why specificity wins: vague prompts = vague answers
- Using examples to guide Claude (few-shot prompting)
- Asking Claude to think step-by-step (chain-of-thought prompting)
- Iterating: how to improve any answer with one follow-up message
- Saving and reusing your best prompts as a personal prompt library
💬 Try These Prompts
"Act as a senior media buyer at a performance marketing agency. I run native ads on Taboola for an e-commerce brand. Write 5 ad headlines for a weight loss supplement targeting women 35–55 in the US. Format as a numbered list with a note on the angle used."click to copy
"My CTR dropped 40% this week on Outbrain. Think step by step about the most common reasons this happens and what I should check first."click to copy
"Here is my current ad headline: 'Buy Now and Save.' Rewrite it 3 ways — one emotional, one curiosity-driven, one urgency-based. Explain each."click to copy
"I'm going to give you a bad prompt. Tell me how to make it better: 'Write me an ad.'"click to copy
🛠 Activity
Take 3 prompts you would normally Google or ask a colleague. Rewrite each using the Role + Context + Task + Format formula. Run them in Claude and compare the quality of responses.
✅ Outcome
You can write a structured prompt for any marketing task and get a professional-quality response on the first try.
🔑 The Golden Prompt Formula
Element
What to Write
Example
🎭 Role
Who Claude should be
"Act as a performance marketing strategist..."
📋 Context
Your situation / platform
"I run Taboola native ads for a finance brand targeting US adults 40+"
✏️ Task
Exactly what you need
"Write 5 ad headlines using curiosity angles"
📐 Format
How to present the answer
"Numbered list, include 1 sentence explaining the angle for each"
3
Research & Competitive Intelligence
Module 03
Research & Competitive Intelligence
⏱ 75 minutes
🎯 Objective
Use Claude to research platforms, analyze audience behavior, evaluate competitors, and identify trends — faster than manual research.
📚 Topics
- Researching native ad platforms: Taboola, Outbrain, MediaGo, Google Discovery
- Social platform intelligence: Facebook, TikTok, LinkedIn, Pinterest ad formats and best practices
- Asking Claude to summarize platform specs, CPM benchmarks, and targeting options
- Competitive analysis: breaking down competitor ad angles and messaging frameworks
- Industry and audience research: understanding buyer psychology by vertical
- Compiling research into structured briefs Claude can help you write
💬 Try These Prompts
"Compare Taboola and Outbrain native advertising platforms. For each: typical CPM range, best-performing verticals, audience targeting options, and creative format specs. Format as a comparison table."click to copy
"I'm running a campaign on Google Discovery for a travel brand. What audience segments and creative formats typically perform best? Give me 5 actionable insights."click to copy
"Act as a competitor analyst. Based on what you know about direct-response Facebook advertising, what are the top 5 creative angles used for personal finance products? Give an example headline for each."click to copy
"What are the key differences between advertising to users on TikTok vs. LinkedIn for a B2B software product? What creative approach works best on each?"click to copy
🛠 Activity
Choose one platform you work with. Ask Claude to produce a platform intelligence brief: audience, formats, best practices, and 3 campaign angles. Use it as a reference doc.
✅ Outcome
You can produce a professional research brief for any platform in under 15 minutes using Claude.
4
Creative Ad Strategy & Copywriting
Module 04
Creative Ad Strategy & Copywriting
⏱ 90 minutes
🎯 Objective
Use Claude as your creative partner to develop ad angles, write compelling copy, and build full creative strategy frameworks for any platform.
📚 Topics
- Creative angles: curiosity, fear, transformation, social proof, authority, urgency
- Briefing Claude properly for ad copy: audience, offer, USP, tone, platform
- Writing headlines, primary text, descriptions, and CTAs for native and social
- Creating creative variations for A/B testing
- Developing full creative frameworks: hook, story, offer, CTA
- Adapting copy across platforms: Taboola vs. TikTok vs. LinkedIn
💬 Try These Prompts
"I'm running native ads on Taboola for a health supplement brand. Target: US women 45–65, interested in wellness. Offer: 3-bottle bundle for $79. Write 6 headline variations: 2 curiosity, 2 transformation, 2 social proof. Keep each under 60 characters."click to copy
"Write a Facebook ad for a home insurance comparison tool. Primary text (2–3 sentences), headline (5 words max), and description (1 sentence). Use a fear-then-relief angle. Audience: US homeowners 30–55."click to copy
"Create a TikTok ad script for a fitness app targeting Gen Z. Format: [Hook – 3 sec], [Problem – 5 sec], [Solution – 7 sec], [CTA – 3 sec]. Tone: casual, energetic, relatable."click to copy
"I need to A/B test my current ad. My control headline is: 'Cut Your Energy Bill in Half.' Generate 4 test variants — keep the core message but try different angles."click to copy
🛠 Activity
Pick one active or recent campaign. Using Claude, generate a full creative brief: audience insight, 3 angles, 2 headlines per angle, and a recommended A/B test plan.
✅ Outcome
You can produce a complete creative brief and ad copy set for any platform in one Claude session.
📌 Creative Angles Quick Reference
- Curiosity: "The One Thing Most Homeowners Miss About Their Insurance..."
- Transformation: "How I Went from $0 to 6 Figures in 90 Days"
- Social Proof: "47,000 People Use This Tool to Track Their Investments"
- Fear/Urgency: "Why Waiting Another Year Could Cost You $12,000"
- Authority: "Backed by Harvard Research: The Sleep Method That Actually Works"
- Contrast: "Why Smart Investors Are Ignoring the Stock Market Right Now"
5
Analyzing Creative Performance
Module 05
Analyzing Creative Performance
⏱ 75 minutes
🎯 Objective
Use Claude to interpret performance data, identify winning creative patterns, diagnose underperformers, and make data-informed optimization decisions.
📚 Topics
- Key metrics: CTR, CPC, CVR, CPA, ROAS, frequency, creative fatigue
- How to feed data to Claude: pasting tables, describing results, uploading CSVs
- Pattern recognition: what separates winning creatives from losers
- Diagnosing creative fatigue and knowing when to refresh
- Building a creative performance analysis framework
- Writing performance summaries and recommendations for media buyers
💬 Try These Prompts
"Here is my Taboola performance data for the last 7 days [paste table]. Analyze the top 3 and bottom 3 performing headlines. What patterns do you see? What should I pause and what should I scale?"click to copy
"My CTR is 0.08% on Outbrain but the industry benchmark for my vertical (health) is 0.15%. What are 5 possible causes and how should I diagnose each?"click to copy
"I have a Facebook creative that started with a 3.5% CTR but dropped to 0.9% over 4 weeks. Audience size: 2 million. Walk me through the creative fatigue analysis and what I should do next."click to copy
"Act as a performance analyst. Write a weekly creative performance summary for a media buyer. I'll paste in the data. Format: key wins, key issues, top recommendation for each platform."click to copy
🛠 Activity
Take last week's performance data from any platform. Paste it into Claude with context (platform, vertical, objective) and ask for a full analysis + top 3 recommendations. Compare Claude's output with your own interpretation.
✅ Outcome
You can write a professional performance analysis report using Claude in 20 minutes or less.
6
Media Planning & Dashboards
Module 06
Media Planning & Dashboards
⏱ 90 minutes
🎯 Objective
Use Claude to assist in building media plans, structuring campaign architectures, preparing budget allocations, and designing dashboard templates.
📚 Topics
- What a media plan contains: objectives, audience, channels, budget, timeline, KPIs
- Asking Claude to draft a media plan outline from a client brief
- Budget allocation frameworks: how to distribute spend across channels
- Building a campaign architecture: account structure, ad sets, targeting layers
- Designing dashboard layouts: what to track, how to visualize it
- Translating data into weekly reporting narratives for clients or managers
💬 Try These Prompts
"A DTC e-commerce client has $15,000/month to spend on paid media. Goal: acquire customers with a target CPA of $45. Products: home fitness equipment. Audience: US adults 25–50. Draft a media plan across Facebook, Google Discovery, and Taboola. Include budget split rationale."click to copy
"Design a campaign account structure for a Taboola native campaign. Brand: online education. Offer: free webinar. Audiences to test: interest, lookalike, retargeting. Format as a text hierarchy diagram."click to copy
"What KPIs should be on a weekly paid media dashboard for an agency managing 8 clients across native and social? List the metrics, group by category, and suggest how to visualize each one."click to copy
"Turn this data into a weekly report narrative I can send to my media buyer: [paste numbers]. Tone: professional but direct. Highlight wins, issues, and next steps."click to copy
🛠 Activity
Draft a mock media plan using Claude for a hypothetical client in a vertical you know. Include objective, channels, $10K budget split, KPIs, and 2-week timeline. Format it cleanly enough to present.
✅ Outcome
You can produce a structured, professional media plan draft in one Claude session ready for review by a senior buyer.
7
Automation & Tools Discovery
Module 07
Automation & Tools Discovery
⏱ 90 minutes
🎯 Objective
Use Claude to identify automation opportunities, find the right tools for agency workflows, and write basic automations — even without coding experience.
📚 Topics
- Identifying repetitive tasks that can be automated (reporting, data pulls, creative uploads)
- Asking Claude to recommend tools: analytics, automation, creative, ad management
- Introduction to no-code automation: Zapier, Make (Integromat), n8n
- Using Claude to write Google Sheets formulas and basic scripts
- Prompt-to-dashboard: generating chart configs and Looker Studio layouts
- Building a personal system: prompt library, templates, SOPs
💬 Try These Prompts
"I spend 2 hours every Monday pulling performance data from Taboola, Outbrain, and Facebook into a spreadsheet. What automation tools and approaches could reduce this to 15 minutes? Give me 3 practical options with pros and cons."click to copy
"Write a Google Sheets formula that calculates ROAS (revenue divided by ad spend) and flags any row where ROAS drops below 2.0 in red. Explain each part of the formula."click to copy
"Recommend 5 tools an assistant digital marketer should know for: creative testing, performance reporting, competitor ad intelligence, and workflow automation. For each: name, use case, free vs. paid, and a 1-sentence reason to use it."click to copy
"I want to build a Zapier automation that: (1) gets notified when a Google Sheet row changes, (2) sends a Slack message with the updated data. Walk me through how to set this up step by step."click to copy
🛠 Activity
Map out 3 repetitive tasks in your current workflow. For each, ask Claude: "How would you automate this?" Select one and build a simple automation or formula this week.
✅ Outcome
You can identify, plan, and partially build workflow automations using Claude — with no prior coding or automation experience.
8
From Assistant to Junior Media Buyer
Module 08 · Final
From Assistant to Junior Media Buyer
⏱ 120 minutes
🎯 Objective
Consolidate all skills. Use Claude as a strategic partner for end-to-end campaign work — and position yourself for promotion to Junior Media Buyer.
📚 Topics
- The Junior Media Buyer mindset: owning outcomes, not just tasks
- Using Claude to prepare for client or manager meetings
- Briefing Claude to think like a strategist, not just an executor
- Building your personal Claude prompt library for daily use
- Creating a portfolio piece: full campaign brief assisted by Claude
- How to explain Claude's role in your work: transparency and attribution
- Staying current: Claude updates and emerging AI tools
💬 Try These Prompts
"Act as my career coach. I'm an assistant digital marketer looking to become a junior media buyer. Based on the skills I'll describe, tell me what gaps I need to close and give me a 30-day action plan."click to copy
"I have a meeting with a media buyer tomorrow to discuss last week's campaign performance. Help me prepare: what questions should I be ready to answer, what data should I have ready, and what recommendations should I bring?"click to copy
"Build me a complete campaign brief template I can reuse for any client. Include: business objective, target audience, platforms, creative strategy, budget framework, KPIs, and testing plan."click to copy
"I want to create a personal prompt library for my daily work. Suggest 10 prompt templates — 2 each for: research, copywriting, performance analysis, media planning, and automation. Format each with a title and fill-in-the-blank structure."click to copy
🛠 Final Project
Create your final project: a full campaign brief for a real or mock client, produced with Claude's help. Include: platform selection rationale, audience, creative angles, budget split, KPIs, and a performance analysis framework. Present it to your media buyer.
✅ Outcome
You can independently produce senior-quality campaign work using Claude — and you're ready to take on Junior Media Buyer responsibilities.
✓
Master Progress Checklist
📁
Quick-Reference Prompt Library
🔍 Research Prompts
Platform Brief
"Give me a platform intelligence brief for [PLATFORM]. Include: audience demographics, ad formats, targeting options, average CPM range for [VERTICAL], and 3 creative best practices. Format as structured sections."
Competitor Analysis
"Analyze the most common ad angles used by direct-response advertisers in the [VERTICAL] space on [PLATFORM]. Give me 5 angles with an example headline for each."
Audience Research
"Describe the psychology of [TARGET AUDIENCE] when it comes to [PRODUCT CATEGORY]. What fears, desires, and objections drive their decisions? How should ads speak to them?"
✍️ Copywriting Prompts
Headlines
"Write [N] ad headlines for [PRODUCT/SERVICE]. Target audience: [AUDIENCE]. Platform: [PLATFORM]. Angles: [ANGLES]. Keep each under [CHARACTER LIMIT]. Format as a numbered list with the angle labeled."
Full Ad Copy
"Write a complete ad for [PLATFORM]. Product: [PRODUCT]. Audience: [AUDIENCE]. Objective: [GOAL]. Include: primary text, headline, description, and CTA. Tone: [TONE]."
A/B Variants
"My control headline is: '[HEADLINE].' Generate 4 test variants — keep the core message but test different angles. Label each variant's angle."
📊 Analysis Prompts
Performance Review
"Here is my [PLATFORM] performance data for [DATE RANGE]: [PASTE DATA]. Analyze the top and bottom performers. Identify patterns. Give me 3 actionable recommendations."
Fatigue Diagnosis
"My [CREATIVE TYPE] on [PLATFORM] started at [CTR]% but dropped to [CTR]% over [TIME]. Audience size: [SIZE]. Walk me through a creative fatigue diagnosis and next steps."
Weekly Report
"Turn this data into a weekly report narrative for my media buyer: [PASTE DATA]. Format: key wins, key issues, top recommendation per platform. Tone: professional and direct."
🗺 Planning Prompts
Media Plan
"Draft a media plan for a [VERTICAL] brand with $[BUDGET]/month. Goal: [OBJECTIVE] with a target CPA of $[CPA]. Platforms: [PLATFORMS]. Audience: [AUDIENCE]. Include budget split with rationale."
Campaign Architecture
"Design a campaign account structure for [PLATFORM]. Brand: [BRAND]. Offer: [OFFER]. Audiences to test: [AUDIENCES]. Format as a clear hierarchy."
Dashboard KPIs
"What KPIs should be on a weekly paid media dashboard for [AGENCY TYPE] managing [N] clients? Group by category and suggest visualization types for each metric."
★
Pro Tips & 30-Day Action Plan
✅ Best Practices — DO
- Always give Claude your role at the start of a new session
- Use "Think step by step" for complex analysis questions
- Ask Claude to critique its own answer: "What's missing from this?"
- Save every great prompt to your personal library immediately
- Use Claude to proofread and improve your own writing before sending
- Ask: "What 3 questions should I be asking about this topic?"
❌ Common Pitfalls — DON'T
- Never paste confidential client data — use anonymized/mock data
- Always verify statistics and benchmarks Claude gives you
- Don't ask Claude about events after its training data cutoff
- Don't use Claude's output as final copy without human review
- Don't rely on Claude alone for final budget decisions
- Don't skip the Format part of your prompt — it matters a lot
Your 30-Day Action Plan
| Week | Focus |
|---|---|
| Week 1 | Complete Modules 1–2. Have 3 work conversations with Claude every day. Build your prompt library foundation (10 prompts). |
| Week 2 | Complete Modules 3–4. Use Claude for all research and copywriting tasks at work. Produce one creative brief with Claude. |
| Week 3 | Complete Modules 5–6. Analyze last week's campaign data with Claude. Draft a media plan. Write one weekly report narrative. |
| Week 4 | Complete Modules 7–8. Automate one task. Build your 10-prompt library. Create your portfolio campaign brief. Present to your team. |