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Marketing Brief Form Template

Create a Clear Marketing Strategy with This Form

Your marketing efforts can easily feel scattered without a definitive plan. This Marketing Brief Form Template helps marketers like you streamline campaign planning and execution for better results. Benefit from clear goal-setting, simplified collaboration with your team, structured feedback collection, and efficient resource allocation, all while ensuring your forms meet accessibility standards. Try out the live template to see how it can boost your marketing process.

Use this Template (FREE) Live Preview
Full name
Email
Phone
Company or organization name
Project or campaign name
What is this project about?
What is the primary objective?
Please Specify:
Primary call to action
Please Specify:
Who is the target audience?
Who are the top competitors or alternatives?
What key messages must be communicated?
Which brand voice or tone should we use?
Please Specify:
Which deliverables do you need?
Please Specify:
Which channels should we prioritize?
Please Specify:
Desired launch date
Final deadline or end date
Estimated budget range
Under $1,000
$1,000 - $5,000
$5,001 - $10,000
$10,001 - $25,000
$25,001 - $50,000
$50,001 - $100,000
$100,001 or more
Not set
Primary KPI for success
Please Specify:
Target or success criteria
Preferred reporting frequency
Weekly
Every two weeks
Monthly
End of campaign only
Not sure
Compliance or approvals required
None
Legal review required
Medical or pharma compliance
Financial or regulated industry
Alcohol or tobacco compliance
Child privacy or COPPA
Not sure
Other
Please Specify:
List any restrictions, disclaimers, or topics to avoid
Type your full name to confirm the information is accurate
Date of confirmation
Do you consent to be contacted about this brief?
Yes
No
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paper art illustration depicting a marketing brief form template design for FormCreatorAI

When to use this form

Use this form when a stakeholder asks for a new campaign, product launch, or brand refresh. It helps you capture the goal, audience, message, budget, timing, and approvals so work starts fast and stays on brief. Common scenarios: a sales leader needs pipeline next quarter, product is shipping a feature, or events need booth assets. The form aligns teams, reduces back-and-forth, and sets a clear plan and timeline. If you need new visuals, hand off requirements with the Logo design form. To validate channels or creative, gather input via the Advertising survey form. For collateral like one-pagers or leave-behinds, pair your plan with the Brochure request form.

Must Ask Marketing Brief Questions

  1. What is the single business goal and success metric?

    This focuses the project on outcomes, not outputs. A clear target (e.g., 200 MQLs or a 20% lift in trials) guides channel mix, budget, and creative.

  2. Who is the target audience and primary persona?

    Knowing the segment, pains, and triggers improves message-market fit. It also helps you choose tone, offers, and where to reach them.

  3. What is the core message and offer, and what is the call to action?

    Your value proposition, proof, and CTA shape every asset. If the CTA is to book a demo, align your funnel with the Demo submission form to capture leads consistently.

  4. Which channels, budget, and timeline will you use?

    These constraints prevent scope creep and set realistic expectations. They also drive media planning, production schedules, and launch sequencing.

  5. What assets, stakeholders, and approvals are required?

    Listing creative needs, owners, and sign-offs reduces delays later. It ensures copy, design, legal, and sales are ready before launch.

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