Writing a brief

What to include in a marketing agency brief.

A clear brief gets you better proposals and better-fit agencies. Here is what to put in it.

A team workshop around a table of notebooks and sticky notes

A good brief saves time on both sides. It helps agencies decide whether they're a fit, and helps you compare their responses.

1. About your business

What you do, who you sell to, where you operate and roughly how big you are.

2. The problem or opportunity

What's happening now, and why you're looking for help. Be honest. Agencies can help more when they understand the real situation.

3. Your goals

What you want to achieve and how you'll know it worked. More enquiries, more sales, a launch, a better website.

4. Your audience

Who you're trying to reach, and what you know about them.

5. Budget

A range is enough. Say whether it's a one-off project or ongoing, and whether it includes things like ad spend.

6. Timing

When you'd like to start, and any fixed dates such as launches or events.

7. What you've tried

Previous agencies, campaigns or tools, and what did or didn't work.

8. How you like to work

How often you want updates, how involved you want to be and whether you'd like to meet in person.

9. Dealbreakers

Anything that rules an agency out: contract terms, location, conflicts of interest.

The easy way

The unpitch questionnaire walks you through all of this in about five minutes, one question at a time.

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