32 brief templates for marketing agencies
Every template lists the exact questions to ask your client, from a 17-question voice search brief to a 60-question software brief. Copy the questions for free, or send the brief in MyBriefy so your client fills it in and approves it online.
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Brand & creative
Brand Strategy Brief Template
Use it at the start of a positioning, rebrand or brand-strategy project, when you need the client's vision, values, audience and competitors on record.
Creative Brief Template
Use it for any creative project, from ads to packaging: the goal, deliverables, audience, single key message, tone, mandatories and approvals.
Digital & web
App Marketing Brief Template
Use it for app launches and growth pushes: platforms, user-acquisition approach, store listing and the metrics the client cares about.
Chatbot Brief Template
Use it when scoping a chatbot or conversational assistant: purpose, tone, integrations, hand-off to humans and data handling.
Email Marketing Brief Template
Use it for email campaigns and automations: audience segments, goals, offer, design, platform, compliance and reporting.
Landing Page Brief Template
Use it when building a landing page: goal and offer, content and SEO, design and UX, technical needs and who maintains it.
SEO Brief Template
Use it at the start of any SEO engagement: goals, priority pages, keywords, competitors, analytics access, plus technical, on-page, off-page and local SEO.
Software Development Brief Template
Use it when scoping software for a client: requirements, process, technical stack, UX/UI, testing and post-launch support.
Voice Search Optimization Brief Template
Use it when a client wants to show up in voice search: target questions, local presence, content and technical readiness.
Website Brief Template
Use it for full website projects: overview and goals, requested features, design preferences, SEO and content, technical specs and maintenance.
Advertising & media
Advertising Brief Template
Use it before planning any paid campaign, so objectives, audience, budget, channels and approvals are agreed before a single ad is made.
Affiliate Marketing Brief Template
Use it when a client wants to launch or grow an affiliate programme: commission model, partner profile, tracking and compliance in one place.
Campaign Brief Template
Use it for any multi-channel campaign: goal, message, audience, channels, timeline, budget and how success will be measured.
Media Plan Brief Template
Use it before building a media plan: objectives, audience, markets, budget split, channels, flighting and measurement.
Content
Content Creation Brief Template
Use it for one-off or ongoing content production: formats, audience, key messages, tone, approvals and deadlines.
Content Marketing Strategy Brief Template
Use it when planning a content strategy rather than single pieces: goals, personas, topics, channels, cadence and KPIs.
Social & community
Community Management Brief Template
Use it before taking over a client's social communities: platforms, tone of voice, moderation rules, escalation and reporting.
Influencer Marketing Brief Template
Use it before an influencer campaign: goals, creator profile, platforms, deliverables, usage rights, disclosure and budget.
Design
Design Brief Template
Use it for graphic and visual design jobs: what is needed, where it will appear, brand rules, references, specs and sign-off.
Product Design Brief Template
Use it for product design projects: users, problems to solve, features, constraints, materials or platforms and success criteria.
Website Design Brief Template
Use it when the job is the look of a website rather than its build: style, references, pages, brand rules and devices.
Strategy & research
Customer Journey Mapping Brief Template
Use it before mapping a customer journey: personas, touchpoints, pain points, data available and the decisions the map should support.
Marketing Research Brief Template
Use it when a client commissions research: the business question, audience, method, sample, timeline and how results will be used.
Product Launch Brief Template
Use it when a client launches a product: positioning, audience, launch date, channels, assets and what a successful launch looks like.
PR & reputation
Crisis Management Brief Template
Use it to prepare (or react) to a reputational crisis: scenarios, spokespeople, approval chain, holding statements and channels.
Online Reputation Management Brief Template
Use it when taking on reputation management: where the client is talked about, current issues, response rules and goals.
PR Brief Template
Use it for PR campaigns and announcements: the news, key messages, target media, spokespeople, timing and approvals.
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