Setting Up your AI Profile: A Guide For AEC Marketing Professionals

AI

This guide will help you set up a custom profile that understands your unique role as a Marketing Coordinator in the Architecture, Engineering, and Construction (AEC) industry. This setup will allow AI to generate more relevant, consistent, and helpful content for your daily tasks.

STEP 1: Define Your Role

Prompt with:

  • Your current title and primary responsibilities

  • The type and size of your firm (e.g., architecture, design-build, 50-person firm)

Example:

I’m a Marketing Coordinator at a 75-person structural engineering firm. I manage proposals, resumes, project sheets, and awards submissions. We primarily work with public sector clients like school districts and transportation agencies.

STEP 2: List Your Key Sectors and Clients

Include:

  • Primary market sectors (e.g., healthcare, K-12, aviation)

  • Public vs. private sector focus

Helps tailor proposal language and project relevance.

STEP 3: Specify Tools You Use

Include:

  • InDesign, OpenAsset, Deltek, Cosential, WordPress, HubSpot, Mailchimp, Canva, etc.

Enables AI to give tool-specific content advice and format-friendly suggestions.

STEP 4: Describe Your Content Types

List what you produce regularly:

  • Proposals, Resumes/Bios, Firm Profiles, Project Descriptions, Cover Letters, Social Media Posts, Email Campaigns

This helps AI generate accurate content that aligns with your workflow.

STEP 5: Upload Sample Documents (Highly Recommended)

What to upload:

  • Resumes, Firm Overview, Project Sheets (especially winning or representative examples), Project Approaches, Design Narratives, or Methodology Sections, Cover Letters or Proposal Introductions

 Why this matters:

  • Helps the AI learn your firm’s preferred tone, structure, and language

  • Improves consistency across all marketing materials

  • Saves time on editing by generating content that’s aligned with your brand 

How to organize uploads:

Use clear, descriptive file names like:

  • "2024_Award-Winning_ProjectSheet_EducationSector.pdf"

  • "Bio_Template_MidLevel_Staff.docx"

Optionally include notes about why the document works well:

  • “This project sheet is a good example of client-first language and simple layout.”

  • “This bio emphasizes credentials and tone we want to replicate.”

Prompt Example:

“Write a resume for a senior project manager using the same tone and format as the uploaded bios.”
“Draft a firm profile for a design-build proposal, referencing our uploaded firm overview.”

 

STEP 6: Share Communication Style Preferences

Be specific:

  • Formal and polished?

  • Friendly and clear?

  • Direct and succinct?

Ensures tone consistency with your brand and client expectations.

 

STEP 7: Identify Your Pain Points

Examples:

  • "Struggling to write project descriptions from scratch."

  • "Need help tailoring resumes for proposals."

  • "Short on time for awards narratives."

AI can assist more effectively when it knows what you're trying to solve.

STEP 8: Set Professional Development Goals (Optional)

Examples:

  • Grow into a Marketing Manager role

  • Learn to write stronger proposal content

  • Improve digital marketing skills

AI can act as a writing coach or strategic guide as you grow.

Final Tip

Keep your profile updated as your role evolves. Add new examples or update prompts as your tone or strategy shifts.

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