Marketing Agency Briefing Template
Briefing a digital marketing agency shouldn’t feel like guesswork. This template gives B2B SaaS teams a clear, structured way to communicate goals, context, and expectations so agencies can deliver great work from day one. Whether you're kicking off a new project or formalising an ongoing retainer, this framework removes ambiguity, speeds up onboarding, and ensures everyone is aligned on what success looks like.
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What's inside
This template is designed for B2B SaaS founders, marketing leaders, and demand-gen teams who want to brief a digital marketing agency with clarity, speed, and zero confusion.
If you’re tired of misaligned expectations, vague scopes, or projects that drift off-track, this template gives you a structured way to communicate exactly what you need — whether it’s a full inbound strategy, a website overhaul, or a performance marketing campaign.
It’s built for teams who value precision, accountability, and strong outcomes from their agency partners.
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Use this template as your starting point for any agency engagement.Simply work through each section, filling in the prompts with your goals, context, audience insights, constraints, and expectations.
Share the completed brief with your agency so they instantly understand what success looks like — no follow-up calls or clarification loops required.Whether you're briefing for a one-off project or an ongoing retainer, this template ensures everyone stays aligned throughout strategy, execution, and delivery.
Inside the template, you’ll find a structured, battle-tested framework that covers everything a digital marketing agency needs to deliver high-quality work without back-and-forth. It walks you through defining your strategic context, objectives, and success metrics, capturing detailed audience insights and positioning, and outlining key messages and tone.
You’ll also document the project scope, deliverables, timelines, stakeholders, and communication expectations, along with any technical requirements or assets needed for execution. The result is a complete, agency-ready brief that ensures alignment from day one and sets your project up for faster, better outcomes.
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