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Marketing

Agency creative brief

Prepare the perfect creative brief for your clients

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Workflowy

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About this Template

Creative briefs form the foundation for a successful creative campaign. Done well - it serves as the unifying document that presents the client's goals and vision for the campaign and then lays out the necessary information for the creative team to execute on that.

This template starts out with an overview of the basic information about the client and then moves on to the audience the client is trying to reach. These two sections help the creative team step into the client's shoes and get an understanding of who their clients are.

Next, the marketing guidelines provide information about what the approval process will be and who will be in charge of that. If the client has a style guide, then that would also go in the following section. Finally any assets the client provides can be dropped below that for easy access.

The last two sections are the ones that will hold the rough timeline that you agree to with the client and the actual deliverables.

In this template, each deliverable gets its own column to make sure you have enough vertical space to add images and have them visible without scrolling.

How to use the template

The bullet journal template has two main sections, the calendar, and the monthly '⏳ Future' sections.

The calendar - A long list of months with each month containing the days for that month. You'll add your tasks, notes and events under each day.

The future logs - Each month has a '⏳ Future' section that serves as a placeholder for activities that should be completed during that month but do not yet have a specific date.

The monthly log allows you to view all the events for a given month. You create this view by clicking on the bullet for the current month and then clicking on the star ⭐️ to save that view in the left hand sidebar.

The daily log allows you to quickly jump to today and work on the day's tasks and events, and add notes. You create this view by searching for 'Today' in the menu bar and then clicking on the star ⭐️ to save that view in the left hand sidebar.

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