How to: Write a Brief for a Digital/Marketing Agency

written by icon
CEO @ Studiospace

Have you ever struggled to write a project brief? Perhaps you’re not sure about the right level of information to include.

Writing a brief that is clear, concise and inspiring is a skill that requires practice and refinement. The better your project brief, the better the chance of achieving the results you desire.

A good marketing brief should include information on your company's business goals and objectives, target audience, market research, messaging and positioning, creative considerations, budget and timelines, as well as any constraints or watch outs.

Top tips on writing an Agency brief:

  1. Be clear and concise

    Make sure your brief is easy to read and understand. Avoid jargon and technical terms that may confuse the agency team.

  2. Define your objectives

    Clearly state what you want to achieve with the project. This willhelp ensure that the agency team is aligned with your goals.

  3. Know your audience

    Understand who you are targeting with your marketing campaign, and provide the agency with as much information as possible about your target audience.

  4. Set a budget

    Be upfront about how much you can spend on the project. This will help the agency team to develop a plan that is realistic and achievable within your budget

  5. Give them context about your company

    Let them know about your company, industry and competitors. This will help them understand your business and develop a strategy that is tailored to your needs.

  6. Provide some inspiration

    Provide examples of previous campaigns or marketing materials that you like or dislike. This will help them understand your preferences and to create something more in line with your vision.

  7. Run your draft by them

    Collaborate with the agency team. Work with them to refine it.

Step 1.Brainstorm your objectives and metrics

Before you start writing your full project brief, brainstorm your objectives and metrics so you are crystal clear about the goal you are shooting for. What do you hope to achieve, and how will you measure success?

Step 2.Find your key inputs

The next step is to think about key inputs into the brief. This include exploring existing insight and any learnings to take forward into your new project. You should also think about what needs to be shared with agencies during the selection process.

Example prompts below:

Target audience

Who is your target audience, and what do you know about their needs, interests, and behaviours? What insights can you provide to the agency to help them develop effective strategies? Below are some example demographics you can target.

  • Age
  • Annual Revenue
  • Business Structure
  • Company Size
  • Compliance Requirements
  • Customer Base
  • Decision Maker's Role
  • Education Level
  • Ethnicity/Race
  • Gender
  • Geographic Location
  • Growth Stage
  • Household Size
  • Income Level
  • Industry
  • Interests/Hobbies
  • Lifestyle
  • Marital Status
  • Marketing Channels
  • Occupation
  • Product/Service Offering
  • Religion
  • Technology Adoption
  • Years in Business

Competition

Who are your direct competitors, and what can you learn from their marketing strategies and tactics?Below are some other types of competitors to consider:

  • Indirect Competitors
  • Market Leaders
  • New Entrants
  • Niche Competitors
  • Potential Competitors
  • Price Competitors
  • Quality Competitors
  • Replacement Competitors
  • Strategic Alliances
  • Local Competitors
  • International Competitors
  • Convenience Competitors
  • Technological Competitors

Previous marketing efforts

What previous marketing efforts have you undertaken, and what were the results? How can you use this information to inform your next project?

Project scope

Think about things like channels, messaging, budget and timescales that will help define how big this project is. Run this past any key stakeholders to get them on board with your project idea.

Step 3.Structure your Project Brief

Start with an outline and build in the key elements. The brief should have a clear and logical structure, with sections that address each key element of the campaign or project. Use headings and subheadings to organise information, and provide an overview of the challenge at the beginning of the brief to give the agency team a clear understanding of the project's goals and requirements.

An effective structure for a marketing brief should include the sections below:

Project Overview

Give the agency context for the project and why it’s important to you and the rest of the business. We've provided some free templates below for you to use.

We have recently launched[Product Name]- a new online[Service Description]([Website URL]). Our current website needs updating as our conversion rates are quite low. We have wireframes for additional screens, including a dashboard, but we need assistance in refining the user experience and creating developer-ready designs. Additionally, we would appreciate a fresh perspective on the overall customer journey, including recommendations (potentially additional screens) to improve the landing page and sign-up process.

[Project Name]aims to revolutionize how[Industry/Market]is approached by[Target Audience].[Target Audience]has different considerations compared to previous generations. Key factors include:

  • [Factor 1]
  • [Factor 2]
  • [Factor 3]
  • [Factor 4]

Navigating[relevant aspect of the industry/market]is often confusing and uncertain for most consumers, leading to poor outcomes. Even those who make their own decisions without professional guidance risk poor outcomes, insufficient resources, and lack of confidence.

Mission

Our mission is to create a new direct-to-consumer solution that:

  1. Awakens.
  2. Engages and educates.
  3. Motivates consumers to take control of[relevant aspect of the industry/market].
Requirements

We need a brand strategy partner to help us develop:

  • A compelling brand positioning.
  • A distinctive identity.
  • A convincing brand narrative that engages consumers at a critical point in their journey.

Our App-first brand and customer experience will provide an intuitive ecosystem of tools, advice, and propositions, empowering customers to make informed decisions for their current and future needs.

Target Market

Include information on the target audience, market research, and competitive analysis. We've provided some free templates below for you to use.

We recognize a wide appeal among mass market and mass affluent customers aged[Age Range]. Currently, we see heightened interest from individuals aged[Age Range]and those aged[Age Range]who are interested in improving[insert what your project provides]. Our services are available to permanent residents of[Country], with annual incomes ranging from[Minimum Income]to[Maximum Income].

Demographics
  • Age:30-35
  • Gender:Female
  • Occupation:Marketing Manager
  • Location:New York
Background
  • Lifestyle:Busy professional
  • Fitness Level:Intermediate
Goals
  • Main Goal:Lose 10 pounds
  • Additional Goals:Improve flexibility
Pain Points
  • Challenges:Finding time to work out
  • Frustrations:Apps are often too complex
Preferences
  • Desired Features:Simple workout plans, reminders
  • Motivation Style:Enjoys tracking progress
Technology Usage
  • Device:Smartphone
  • App Frequency:Daily
Quote

User Quote:“I need an app that keeps me accountable.”

Outcomes

Write down what you want to be true once the project has finished. We've provided some free templates below for you to use.

  • Enhanced User Satisfaction
    • Increased user engagement
    • Positive user feedback
  • Improved Usability
    • Streamlined user flows
    • Reduced user errors
  • Higher Conversion Rates
    • Increased sign-ups or purchases
    • Lower bounce rates
  • Brand Loyalty
    • Increased repeat usage
    • Higher customer retention
  • Increased Accessibility
    • Improved access for users with disabilities
    • Compliance with accessibility standards
  • Reduced Support Costs
    • Fewer user support requests
    • Lower maintenance costs
  • Stronger Competitive Advantage
    • Unique and compelling user experience
    • Differentiation from competitors
  • Better Analytics and Insights
    • Improved data collection
    • Enhanced understanding of user behavior
  • Higher ROI
    • Increased revenue
    • Better resource allocation
  • Clearer User Documentation
    • Comprehensive user guides
    • Detailed FAQs
  • Clear Brand Positioning
    • Well-defined brand purpose, vision, and values
    • Strong market differentiation
  • Consistent Brand Identity
    • Unified visual and verbal identity
    • Consistent brand messaging across all channels
  • Increased Brand Awareness
    • Enhanced recognition and recall
    • Improved visibility in the market
  • Stronger Brand Loyalty
    • Increased customer retention
    • Higher customer lifetime value
  • Improved Customer Engagement
    • Higher levels of customer interaction
    • Positive customer experiences
  • Enhanced Competitive Advantage
    • Clear differentiation from competitors
    • Stronger market positioning
  • Effective Communication Strategy
    • Targeted and relevant messaging
    • Improved communication with target audiences
  • Higher Market Share
    • Increased sales and revenue
    • Expansion into new markets
  • Positive Brand Perception
    • Strengthened brand reputation
    • Positive associations with the brand
  • Better Brand Equity
    • Increased brand value
    • Stronger financial performance

Deliverables

Outline the tangible outputs you are expecting from the agency as part of this piece of work. We've provided some free templates below for you to use.

  • User Research
    • User personas
    • User journey maps
    • Survey findings
    • Interview summaries
  • Information Architecture
    • Site maps
    • Content inventories
  • Wireframes
    • Low-fidelity wireframes
    • High-fidelity wireframes
  • Prototypes
    • Interactive prototypes
    • Clickable prototypes
  • Visual Design
    • Style guides
    • UI component libraries
    • Mockups
  • Usability Testing
    • Test plans
    • Test scripts
    • Usability test reports
  • Final Design Specifications
    • Design handoff documentation
    • Annotations for developers
  • Documentation
    • UX strategy documents
    • Design rationale
    • Development notes
  • Presentation Materials
    • Project presentations
    • Stakeholder updates
  • Post-Launch Evaluation
    • Analytics reports
    • User feedback summaries
  • Brand Audit
    • Assessment of current brand positioning
    • Competitor analysis
  • Market Research
    • Target audience analysis
    • Industry trends report
  • Brand Positioning Statement
    • Clear definition of brand purpose, vision, and values
  • Brand Personality and Voice
    • Brand archetypes
    • Tone of voice guidelines
  • Visual Identity
    • Logo design
    • Color palette
    • Typography
    • Iconography
  • Brand Guidelines
    • Comprehensive brand style guide
    • Usage guidelines for visual and verbal elements
  • Messaging Framework
    • Key messages for different audiences
    • Taglines and slogans
  • Marketing Strategy
    • Integrated marketing communications plan
    • Content strategy
  • Implementation Plan
    • Timeline and action plan for brand rollout
    • Resource allocation
  • Measurement and Evaluation
    • Key performance indicators (KPIs)
    • Brand health metrics

Budget

Providing information on budget is really important to ensure that expectations are clear on both sides from the outset.

Not comfortable setting a budget, or not sure what it should be?
We’re here to help - Speak to one of our Agency specialists today.

Get help

Timeframe

Set out clear timelines for the project.

Unsure of how long it'll take?
We're the agency specialists. Get in touch and we'll be able to provide you with rough time estimates for you project today

Get help

Watch outs & constraints

Outline any key considerations or “dealbreakers” for the project. Include guidance on visual and creative elements, such as brand guidelines. We've provided an example below for you to use.

  • Budget Constraints
    • Limited funding for design and marketing activities
    • Need for cost-effective solutions
  • Time Constraints
    • Tight deadlines for project milestones
    • Urgency to launch within a specific timeframe
  • Resource Constraints
    • Limited availability of skilled personnel
    • Inadequate tools or technology
  • Scope Constraints
    • Restriction on the extent of brand elements to be developed
    • Defined boundaries for project deliverables
  • Stakeholder Expectations
    • Conflicting interests and priorities of stakeholders
    • Requirement for stakeholder approvals at various stages
  • Market Constraints
    • Competitive landscape and market conditions
    • Regulatory and compliance requirements
  • Cultural Constraints
    • Need to align with cultural values and norms
    • Sensitivity to regional differences
  • Technological Constraints
    • Limitations of existing digital platforms
    • Compatibility issues with current systems
  • Legal Constraints
    • Trademark and intellectual property considerations
    • Adherence to advertising and branding laws
  • Brand Legacy
    • Existing brand perception and equity
    • Need to respect historical brand elements
  • Customer Expectations
    • Meeting the needs and preferences of target audience
    • Consistency with established brand loyalty
  • Internal Policies
    • Organizational guidelines and policies
    • Alignment with company mission and vision

Key milestones

Outline any milestones or key stakeholder meetings that may impact project timings. We've provided an example below for you to use.

  • Project Kickoff
  • Requirements Gathering
  • Project Planning
  • Design Phase Completion
  • Prototype Development
  • Development Phase Completion
  • Testing Phase
  • Beta Release
  • Final Release Preparation
  • Project Launch
  • Post-Launch Review
  • Project Closure

Inspiration

Give the agency a taste of what you are looking for by sharing things you’ve seen that you really like, so they get a clear idea of what you are looking for.

We can assist

Stuck on your project brief?

  • Gain clarity on your project resourcing requirements
  • Get 3 competitive proposals in just 5 business days
  • Simplify your Agency procurement
  • Work with trusted, strictly-vetted Agencies
No pesky subscription fees

It's completely free for brands to submit a project, meet with agencies and use the platform. What are you waiting for?



You're in good company
Our dedicated team has decades of industry experience and we're ready to assist you