AI Chat Templates Guide

Quick Action templates are pre-written prompts that trigger specific AI analyses. Instead of typing questions, click a template button for instant insights. This guide covers all available templates, their outputs, and when to use each one.

What You'll Learn

Time needed: 8 minutes to read

Template Categories

Performance & Reporting (4 templates)

Optimization (5 templates)

Budget & Spend (3 templates)

Strategic (3 templates)

Performance Summary

What It Does

Generates comprehensive performance overview for selected time period

Triggers prompt:

"Summarize this month's Google Ads performance including
key metrics, trends, and notable changes"

Example Output

October 2025 Performance Summary for ACME Corp

Overview:
- Total Spend: $4,850 (97% of $5,000 budget)
- Clicks: 2,140
- Impressions: 68,500
- Conversions: 98
- Revenue: $19,600

Key Metrics:
- CTR: 3.1% (industry avg: 3.5%)
- CPC: $2.27 (↑ 12% vs Sept)
- Conversion Rate: 4.6% (↓ 0.3% vs Sept)
- CPA: $49.50 (↑ 15% vs Sept)
- ROAS: 4.04 (↓ 0.5 vs Sept)

Top Campaigns:
1. Brand Campaign - 42 conv, $38 CPA ⭐
2. Non-Brand Search - 31 conv, $52 CPA
3. Competitor - 15 conv, $71 CPA
4. Display - 10 conv, $85 CPA

Trends:
↗ Conversion volume up 8%
↗ CPC increasing (quality score decline)
↘ ROAS declining (efficiency drop)
→ Budget utilization good

Action Items:
1. Address CPC increase (QS improvement needed)
2. Pause Display (inefficient)
3. Shift budget from Competitor to Brand

When to Use

Customization

Modify time frame:

Template: "Summarize this month..."
Custom: "Summarize last week's performance"

Focus on specific area:

Custom: "Summarize Brand Campaign performance this month"

Month Comparison

What It Does

Compares current month to previous month with detailed variance analysis

Triggers prompt:

"Compare this month's performance to last month, highlighting
significant changes and trends"

Example Output

October vs September 2025 Comparison

Spend & Volume:
- Spend: $4,850 vs $4,200 (+15.5%)
- Clicks: 2,140 vs 2,380 (-10.1%)
- Impressions: 68,500 vs 71,200 (-3.8%)
- Conversions: 98 vs 91 (+7.7%)

Efficiency Metrics:
- CTR: 3.1% vs 3.3% (-6.1%)
- CPC: $2.27 vs $1.76 (+29.0%) ⚠️
- Conv Rate: 4.6% vs 3.8% (+21.1%) ✅
- CPA: $49.50 vs $46.15 (+7.3%)
- ROAS: 4.04 vs 4.52 (-10.6%)

Biggest Changes:
1. CPC spiked 29% - Quality Score dropped from 7.2 to 5.8
2. Conversion rate improved 21% - New landing page working
3. Spend increased 15% - Intentional budget increase

Winners:
✅ Brand Campaign: +35% conversions
✅ Landing page: +21% conv rate

Losers:
❌ Display Campaign: -45% ROAS
❌ Overall CPC: +29% (quality issue)

Recommendation: The conversion rate improvement is excellent,
but CPC increase is eating into gains. Priority should be
Quality Score recovery.

When to Use

Top Issues

What It Does

Identifies 3 most critical problems requiring immediate attention

Triggers prompt:

"What are the top 3 most urgent issues in this account
that I should fix first?"

Example Output

Top 3 Issues to Fix (Prioritized by Impact)

Issue #1: Budget Exhaustion (Severity: 8/10)
Impact: Missing $1,500/month in revenue

Brand Campaign exhausts its $120 daily budget by 1:30 PM
every day for the past week.

Analysis:
- Showing for only 6.5 hours instead of 24 hours
- Missing 42% of daily conversion opportunities
- Evening hours (6-11 PM) have 38% of conversions

Fix: Increase Brand Campaign budget from $120 to $175/day
OR reduce bids by 25% to extend budget coverage

Expected Result: +45 conversions/month, +$900 revenue/month

---

Issue #2: Quality Score Decline (Severity: 7/10)
Impact: Wasting $650/month on inflated CPCs

18 high-volume keywords dropped from QS 7-8 to QS 4-5
in past 2 weeks.

This caused CPC to increase by 58% on these keywords:
- Previous avg CPC: $2.80
- Current avg CPC: $4.42
- Extra cost: $650/month

Root Cause: Landing page redesign has poor mobile experience

Fix: Improve mobile page speed and usability OR revert to
previous landing page

Expected Result: QS returns to 7-8, CPC drops 40%

---

Issue #3: Wasted Search Term Spend (Severity: 6/10)
Impact: Throwing away $420/month

14 search terms spent $420 with zero conversions:
- "free google ads help" - $95, 0 conv
- "google ads tutorial" - $78, 0 conv
- "how to use google ads" - $62, 0 conv
... (11 more)

These are informational queries, not buyer intent.

Fix: Add these 14 terms as negative keywords

Expected Result: Save $420/month, reallocate to converters

When to Use

Optimization Priorities

What It Does

Creates prioritized list of all optimization opportunities with estimated impact

Triggers prompt:

"List all optimization opportunities in order of priority,
with estimated impact and effort required"

Example Output

Optimization Priorities (Sorted by ROI)

High Priority (Do This Week):

1. Add Negative Keywords
   Effort: 15 minutes | Impact: Save $420/month
   - 14 non-converting search terms identified
   - Add to negative keyword list
   - Expected savings: $420/month

2. Fix Budget Exhaustion
   Effort: 5 minutes | Impact: +$900/month revenue
   - Increase Brand Campaign budget $120→$175
   - Capture evening traffic
   - Expected result: +45 conv/month

3. Pause Display Campaign
   Effort: 2 minutes | Impact: Save $280/month
   - Display has $85 CPA vs $50 target
   - Only 10 conversions in 30 days
   - Reallocate $280/month to Search

Medium Priority (Do This Month):

4. Improve Quality Score
   Effort: 4 hours | Impact: Save $650/month
   - Fix mobile landing page experience
   - Expected CPC reduction: 40%

5. Ad Copy Refresh
   Effort: 2 hours | Impact: +15% CTR (estimated)
   - Current ads running 8+ months
   - Test new headlines and CTAs

6. Expand to Shopping
   Effort: 8 hours | Impact: +20% revenue (potential)
   - Product feed setup required
   - Untapped channel opportunity

Low Priority (Nice to Have):

7. Ad Schedule Optimization
   Effort: 1 hour | Impact: 8% efficiency gain
   - 78% of conversions Mon-Fri 9-6
   - Adjust bids by time of day

8. Geographic Expansion
   Effort: 30 minutes | Impact: +5% reach
   - Test 3 new states with low competition

Total Potential Impact: +$2,250/month with 16 hours effort

When to Use

Quick Wins

What It Does

Identifies easy optimizations with immediate impact (low effort, high return)

Triggers prompt:

"What are the easiest optimizations I can make right now
that will have immediate positive impact?"

Example Output

Quick Wins (< 30 minutes each)

Win #1: Pause 3 Wasteful Keywords (2 minutes)
Impact: Save $180/month

These 3 keywords each spent $60+ with 0 conversions:
- "google advertising cost" (Broad match)
- "ads online" (Broad match)
- "internet marketing" (Broad match)

Action: Pause these 3 keywords now
Result: Immediate $180/month savings

---

Win #2: Add Sitelink Extensions (15 minutes)
Impact: +12% CTR (industry benchmark)

Your ads don't have sitelink extensions. Competitors do.

Action:
1. Create 4 sitelinks (Services, Pricing, Contact, About)
2. Add to all campaigns
3. Expected CTR lift: 10-15%

Result: ~80 more clicks/month, ~4 more conversions

---

Win #3: Increase Texas Bid Adjustment (5 minutes)
Impact: +8 conversions/month

Texas converts at 2.1x the rate of other states:
- Texas conv rate: 7.2%
- Other states: 3.4%
- Texas gets only 15% of budget

Action: Set Texas location bid adjustment to +50%
Result: More budget flows to best-converting state

---

Win #4: Fix One Disapproved Ad (10 minutes)
Impact: Restore 25% of impression share

1 of your 4 ads in Brand Campaign is disapproved for
"Unsupported claim" - you said "Best" without proof.

Action: Remove "Best" from ad copy, resubmit
Result: Ad rotation improved, better impression share

---

Total Time: 32 minutes
Total Impact: $180 savings + 12 more conversions/month

When to Use

Wasted Spend

What It Does

Identifies where money is being wasted and how to stop it

Triggers prompt:

"Analyze where money is being wasted in this account
and recommend specific fixes"

Example Output

Wasted Spend Analysis ($1,850/month identified)

Waste Category #1: Non-Converting Search Terms ($820/month)

28 search terms spent money with 0 conversions:
- "free google ads" - $145, 35 clicks, 0 conv
- "google ads account" - $98, 24 clicks, 0 conv
- "google advertising free" - $87, 21 clicks, 0 conv
... (25 more terms)

Fix: Add all 28 as exact match negative keywords
Savings: $820/month

---

Waste Category #2: Poor Performing Campaigns ($580/month)

Display Campaign performance:
- Spend: $580/month
- Conversions: 7 (CPA $82.85 vs target $50)
- ROAS: 1.8 (below breakeven)

Fix: Pause Display Campaign, reallocate to Search
Savings: $580/month (redirected to profitable channels)

---

Waste Category #3: Low Quality Score Keywords ($450/month)

12 keywords with QS 3-4 paying premium CPCs:
- Average CPC: $6.20
- If QS was 7: Would pay ~$3.10
- Overpaying by: $3.10/click
- Monthly extra cost: $450

Fix: Improve ad relevance and landing pages for these 12
Savings: $450/month once QS improves

---

Total Waste: $1,850/month (38% of total spend)
Quick Action Items: Add negatives, pause Display (30 min work)
Immediate Savings: $1,400/month

When to Use

Budget Analysis

What It Does

Comprehensive budget pacing, utilization, and recommendation report

Triggers prompt:

"Analyze budget pacing and utilization, recommend
adjustments if needed"

Example Output

Budget Analysis for October 2025

Monthly Budget: $5,000
Current Spend (Oct 1-22): $3,600
Days Remaining: 9
Projected Month-End: $4,850 (97% utilization)

Pacing Assessment: ✅ GOOD
You're on track to use 97% of budget (optimal: 95-100%)

Daily Breakdown:
- Target daily: $161/day (to hit $5,000)
- Actual average: $164/day
- Variance: +2% (within acceptable range)

By Campaign:
1. Brand Campaign: Budget-limited ⚠️
   - Budget: $120/day
   - Exhausts by: 1:30 PM daily
   - Impression share lost (budget): 35%
   - Recommendation: Increase to $175/day

2. Non-Brand: Under-utilizing
   - Budget: $80/day
   - Avg spend: $58/day (73% utilization)
   - Recommendation: Increase bids or expand keywords

3. Competitor: Properly paced ✅
   - Budget: $50/day
   - Avg spend: $48/day (96% utilization)

4. Display: Properly paced but poor ROI ⚠️
   - Budget: $30/day
   - Avg spend: $29/day
   - Recommendation: Pause and reallocate

Overall Recommendation:
Redistribute budgets:
- Brand: $120 → $175 (+$55)
- Non-Brand: $80 → $95 (+$15)
- Competitor: $50 → $50 (no change)
- Display: $30 → $0 (-$30)

New daily total: $320/day = $9,920/month
If keeping $5K/month cap: Reduce Competitor to $20/day

When to Use

Strategy Review

What It Does

High-level strategic assessment with recommendations for improvement

Triggers prompt:

"Review my overall Google Ads strategy and recommend
strategic improvements or changes"

Example Output

Strategic Review for ACME Corp

Current Strategy Assessment:

Account Structure: ✅ GOOD
- Well-organized campaigns by intent (brand, non-brand, competitor)
- Clean ad group themes
- Proper keyword grouping

Bidding Strategy: ⚠️ NEEDS IMPROVEMENT
- Using Manual CPC on all campaigns
- Recommendation: Switch Brand & Non-Brand to Target CPA
- Rationale: 150+ conv/month qualifies for automation

Targeting: ⚠️ ROOM FOR EXPANSION
- Currently US-only, all states
- Analysis shows Texas, California perform 2x better
- Recommendation: Create geo-specific campaigns for top states

Ad Creative: ⚠️ STALE
- Ads unchanged for 8+ months
- CTR declining (was 4.1%, now 3.2%)
- Recommendation: Refresh with new messaging quarterly

Extensions: ❌ MISSING OPPORTUNITIES
- No call extensions
- No price extensions
- Only basic sitelinks
- Recommendation: Full extension build-out

Conversion Tracking: ✅ EXCELLENT
- Multiple conversion actions tracked
- Proper attribution setup
- Value tracking enabled

Strategic Gaps:
1. No Shopping campaigns (lost e-commerce opportunity)
2. No remarketing (leaving money on table)
3. No YouTube/video presence
4. No ad schedule optimization

Strategic Recommendations:

Priority 1 (This Quarter):
- Switch to Target CPA bidding
- Create geo-specific campaigns
- Refresh all ad copy
- Add full extension suite

Priority 2 (Next Quarter):
- Launch Shopping campaigns
- Set up remarketing
- Test YouTube video ads
- Implement ad scheduling

Priority 3 (6+ Months):
- Explore Performance Max
- Test new audiences
- Expand to new geos internationally

When to Use

Tips & Best Practices

Combine Templates

Use in sequence:

1. "Performance Summary" (get overview)
2. "Top Issues" (find problems)
3. "Optimization Priorities" (plan fixes)
4. "Quick Wins" (execute fast wins)

Customize After Template

Start with template, then refine:

Click: "Wasted Spend"
AI responds with waste analysis

Follow up: "Show me the full list of negative keywords to add"
AI provides complete exportable list

Save Custom Versions (Coming Soon)

Planned feature:

Create: "My Weekly Review Template"
Combines: Performance Summary + Top Issues + Quick Wins
Save as: Custom template for one-click weekly reviews

Common Questions

Q: Can I edit templates? A: Not yet. Custom templates coming soon.

Q: Do templates cost more tokens? A: No. Templates are optimized to use fewer tokens than manual questions.

Q: Can I use templates on global AI Chat? A: Yes, but some (like Performance Summary) need a client context to work.

Q: Which template should I use first? A: "Performance Summary" - gives you overview to understand what's next.

Next Steps

Try "Performance Summary" for your first template

Use "Quick Wins" when you need fast results

Combine templates for comprehensive analysis

Last Updated: October 4, 2025