Form · Marketing
Marketing brief form template
Written for agencies and in-house teams who are tired of briefs that arrive as a one-line email. It asks for the goal and how success will be measured, the audience and message, channels and deliverables, then budget and dates. Teams with brand guidelines upload them; teams without describe the tone they want.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Let's get the campaign brief down. It takes about five minutes and saves a lot of back and forth.
Who's sending the brief?
Which brand or product is this for?
Give the campaign a working name
What's the main goal?
How will you know it worked?
Who are we trying to reach, and what do they care about?
If people remember one thing, what should it be?
Which channels should it run on?
What exactly needs to be made?
Do you have brand guidelines we should follow?
Upload them here
Then how should it sound? Pick up to three.
Anything that must or must not be included?
What's the budget, in your currency?
When does it need to go live?
Who signs off the final work?
Ends with
Brief received 📣
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Short text
Single select
Short text
Long text
Long text
Multi select
Long text
Yes / No
File upload
Multi select
Long text
Number
Date
Short text
What this template uses
- Contact info
- Short text
- Single select
- Long text
- Multi select
- Yes / No
- File upload
- Number
- Date
- 2 branches
Questions to consider
- Which goals does your team actually run campaigns for?
- Do you need a fixed budget, or is a range good enough to start?
- Should the brief ask for competitors or past campaigns to learn from?
- Who on your side needs to read the brief before work starts?
How to use the responses
Read the goal, the success measure and the one-thing message together. If they don't line up, fix that in a short call before any work starts, because a brief with three goals becomes a campaign with none. Turn the deliverables answer into your task list and check the launch date against it. Keep each brief in the dashboard so you can compare results against the success measure when the campaign ends.
How to customize and share it
- 1Edit the channel and goal lists to the ones your team works with.
- 2Add a question for anything you always chase, such as a product link or a promo code.
- 3Share the link as the only way to request a campaign, so every request arrives complete.
Frequently asked questions
What should a marketing brief include?
The goal and how success is measured, the audience, the key message, channels, deliverables, must-haves, budget, deadline and who approves the work.
How long should a marketing brief be?
Long enough to answer those questions and no longer. Most good briefs fit on one page.
What's the difference between a marketing brief and a creative brief?
A marketing brief sets the goal, audience and channels for a whole campaign. A creative brief focuses on the message and look of the work itself. This form covers the essentials of both.
Can clients attach their brand guidelines?
Yes. Anyone who says they have guidelines is asked to upload them, and anyone without is asked to describe their tone instead.