PromptBlocks for Agency Owners
The Challenge
Running an agency means juggling multiple clients, each with distinct brand voices, campaign histories, and stakeholder preferences. Context switching is constant. Knowledge lives in scattered docs, email threads, and team members' heads. When someone asks "What did we learn from that Q3 campaign?" or "What's their approval workflow?", finding the answer takes longer than it should.
Without a system, agencies face:
- Lost institutional knowledge when team members change accounts
- Inconsistent brand voice across deliverables
- Repeated questions about client preferences and history
- Siloed learnings that never transfer between accounts
How PromptBlocks Helps
1. Projects: One Per Client Account
Create a dedicated project for each client. Everything about that account lives in one place:
- Brand voice and guidelines captured in the project description
- Campaign history and performance data attached as files
- Stakeholder preferences documented and accessible
- Strategic direction that guides every conversation
When anyone on your team starts a chat in that project, they have full context. No more "let me check with Sarah who worked on this last quarter." The project knows.
This is particularly powerful for agencies managing 10, 20, or 50+ accounts. Each project becomes the single source of truth for that client relationship.
2. Mid-Chat Project Switching
This is where agency work gets interesting.
You're developing a social strategy for Client A when you remember: "Client B's LinkedIn campaign had great results with that approach." Switch projects mid-conversation, pull in those learnings, then switch back and adapt them for Client A.
Or you're writing copy for a fintech client and want to reference the messaging framework you developed for another financial services account. Switch, grab the relevant insights, switch back, apply.
Your agency's collective intelligence becomes accessible in any conversation. Wins compound across accounts. Strategies that work get replicated and adapted. Mistakes don't get repeated.
3. File Knowledge (RAG)
Attach files to any project and the AI automatically searches them when relevant:
- Brand guidelines: "What's their tone of voice for social?" - PromptBlocks finds and cites the exact section
- Past campaign reports: "What messaging performed best in Q3?" - it references the actual results
- Creative briefs: "What are the key constraints for this campaign?" - pulled directly from the brief
- Competitor analysis: "How did we position them against competitor?" - sourced from your research
No more digging through folders. Ask questions in natural language and get answers with citations. The AI knows where to look.
4. Chat History Search (RAG)
Every conversation is searchable. This transforms account management:
- Account handoffs: New team member can search "What feedback did they give on creative direction?" and find that exact discussion from months ago
- Pattern recognition: "What objections has this client raised about proposals?" surfaces themes across multiple conversations
- Continuity: "What did we decide about the budget allocation?" finds the decision even if you don't remember when it happened
For agencies, this means institutional knowledge persists. Client relationships don't reset when team members change.
5. Memory: Persistent Client Context
PromptBlocks remembers client-specific details across conversations:
- "Remember they need legal review on all health claims"
- "Remember the CMO prefers bullet points over paragraphs"
- "Remember their fiscal year starts in April"
Accept auto-suggested memories when the AI notices recurring preferences, or add them manually. These persist for the entire team working on that project.
Memory captures the tribal knowledge that usually lives only in account managers' heads: approval workflows, stakeholder quirks, past feedback, strategic pivots. It's always there, automatically applied.
Sample Prompts
Cross-Pollinating Campaign Strategies
I'm developing a content strategy for [Client A - healthcare SaaS].
Let me switch to the [Client B] project to reference their
successful thought leadership approach from last year.
[Switch projects, review relevant campaign results]
Now back to [Client A]. Adapt those learnings for their industry
while maintaining their brand voice. What would the equivalent
strategy look like for a healthcare audience?
Client Onboarding with Full Context
We're onboarding a new team member to the [Client Name] account.
Based on the brand guidelines, past campaign reports, and our
conversation history, create a comprehensive account brief covering:
- Brand voice and positioning
- Key stakeholders and their preferences
- What's worked well in past campaigns
- Current strategic priorities
- Important context they should know
Campaign Review with Historical Reference
Review this quarter's campaign performance for [Client Name].
Reference their previous campaign results from the attached reports.
Compare performance against historical benchmarks. What's improving?
What needs attention? What learnings should we capture for future
campaigns?
Getting Started
- Create a project for each active client - Include their brand positioning, key stakeholders, and engagement scope in the project description
- Attach essential files - Brand guidelines, recent campaign reports, creative briefs, and strategic documents
- Add foundational memories - Capture approval workflows, stakeholder preferences, and key constraints
- Start working - As you chat within projects, knowledge accumulates automatically through conversation history and auto-suggested memories
Your agency's collective expertise becomes accessible in every conversation, across every client, for every team member.