How to Brief a Marketing Agency in 10 Easy Steps

Share This Resource

Share on facebook
Share on linkedin
Share on email

Briefing a Marketing Agency: First things first

What’s the how and why of briefing a marketing agency? What do you say when you get to the appointment?  Perhaps you’ll come knowing that your business needs something though you may not be able to articulate just what that is. Don’t worry – by the end of our first meeting it’ll be crystal clear to all of us.

Here are ten tips to an excellent briefing.

One. Your business story

When and how did your business start? What was the driving question the business was created to answer? How is your business structured? What is your role in that structure?

Two. What do you offer

Does your business make something, distribute something, measure something, fix something? Do your customers come with specific problems, pains, needs or wants for you to address? What’s distinct about your business compared to the competition?

Three. Your target customers

Try to define 2-3 stereotypical customers with as much detail as possible. Is your business focused on consumers? What age, gender, location, interests or socio-economic grouping? If you aim for businesses or government clients, what sectors do they represent and how do they buy goods and services?

Grouping your customers into key segments helps define those you are appealing to and what messages you want them to hear.

Four. Your current marketing

Are you already employing a marketing strategy, or crossing your fingers? Are you waiting for customers to find you instead of searching for them?

Past campaigns or promotions could supply measurable data that is invaluable for planning the next steps and make for a better quality brief for a marketing agency:

  • We currently have almost 1000 client email addresses. How should we use that information?
  • Our website looks good but hasn’t really translated into more sales in the 10 months since its launch.
  • Our Facebook page has 50 subscribers and we’d like to get that to 500 before Christmas.
  • Winter is traditionally our quiet time. Our 25% discount promotion last year worked quite well, but how can we make it even better?

Five. Your decision criteria

Before you get down to briefing a marketing agency, you should know what your ultimate decision will be based on. Is it simply price or are you looking at more than that? What do you need to know, in order to move forward?

  • The size and reliability of our team inhouse
  • The quality and diversity of our past work
  • Proximity of our office to your location
  • Ability to meet a specific deadline

“If an agency doesn’t meet your key criteria, it’s better to shake hands and say goodbye rather than investing more time on a bad fit.”

Briefing a Marketing Agency: Let’s talk specifics

Having established all that important background, let’s move to the matter at hand.

Six. The project objectives

What’s the big thing you want to achieve? And what’s driving you to undertake this project right now?

Some clients come to us seeking new or repeat customers, more referrals, increased revenue or profit, lower acquisition costs, greater market share or a higher return on investment. Some are offering new capabilities, moving into a new market or dealing with new competition.

Seven. Your budget

We don’t pay for a sausage sizzle and expect a three-course meal. And we also don’t pay for an international flight and settle for a bus trip!

What’s your budget expectation? If we know that, we can give you a realistic estimate of what is achievable. Set a maximum and let us propose a solution that fits your budget and constraints.

Eight. Your timing

If your project has a hard deadline (like a specific product launch date or event), say so upfront. An agency might know immediately that they can’t meet that deadline. Then it’s time for that hand-shake.

A soft deadline might be something like ‘by 1 December’, or ‘within 8-10 weeks’. It’s all about having enough time to do the job properly while matching the budget.

When you’re briefing a marketing agency, some kind of deadline is essential. It gives everyone a timeframe in which to schedule the essential steps: provide information (you), do the work (us), go through two rounds of changes (you and us), approve everything (you) and press Go (us)!

If we spend our time chasing you, the timing inevitably blows out and the budget is spent on phone tag instead of adding strategic value.

Nine. Your Must-Haves

In any project/campaign there are going to be things that are must haves and nice to have.

Make this clear during the briefing, so we can quote you on the right things. Often we’ll include the must-haves in the core cost of the project while making the nice-to-haves a range of options to include.

Everyone’s priorities are a little different, depending on their specific needs. We don’t take anything for granted. We want to hear it from you.

Project: Buying a house

Lockup garage with internal accessMust-have
Large separate workshop with powerNice-to-have
Large kitchen with plenty of storageMust-have
Kitchen window with water viewsNice-to-have

Project: Developing a marketing campaign

An e-commerce capability that integrates with existing inventory management systemMust-have
Website featuring original photographyNice-to-have
Strong call-to-action and online contact formMust-have
A form that can be saved and returned to laterNice-to-have

Ten. Your key contacts

When we agree on next steps, you need to identify the key contact for the campaign and the key decision-makers. The right people need to have input and understanding of the project from the very start.

Key information to include:

  • Key Contact Names and Roles
  • Business Name
  • Phone
  • Email
  • Website
  • Social Media

Let’s Make a Date

Don’t just read about briefing a marketing agency, do it. Contact Oddball Marketing on 02 4304 5917 and talk to us about your business.

Share This Resource

Share on facebook
Share on linkedin
Share on email


Your Essential Guide to Marketing Post COVID-19

Emerge from the grip of COVID-19 with momentum. Future-proof your business now for unseen crises. Make it easier than ever for customers to find you.


Your Essential Guide to Marketing Post COVID-19

Emerge from the grip of COVID-19 with momentum. Future-proof your business now for unseen crises. Make it easier than ever for customers to find you.