Brand marketing departments usually develop briefs for agencies through a structured but iterative process that balances business objectives, brand strategy, and creative inspiration.
Here’s the typical flow:
1️⃣ Start with the Business Context
Before any creative discussion, the marketing team clarifies:
- Why they’re commissioning the work (e.g. product launch, seasonal push, brand repositioning).
- Business goals (e.g. increase sales by 15%, grow market share in Gauteng, boost online signups).
- Market conditions (competitor moves, economic climate, consumer sentiment).
This often comes from annual brand plans or quarterly marketing calendars that define key campaigns.
2️⃣ Translate Business Goals into Marketing Objectives
Here, they move from “we want to sell more” to specific marketing KPIs:
- Brand awareness metrics (reach, impressions, recall)
- Engagement metrics (click-through rate, dwell time)
- Conversion goals (sales, signups, store visits)
- Market penetration or category share
Good marketing departments don’t just say “we need an ad” — they articulate what success looks like.
3️⃣ Gather Insights
This step is about arming the agency with reasons to believe and consumer truths:
- Consumer research (surveys, focus groups, social listening)
- Brand data (loyalty segments, CRM analysis)
- Cultural trends (festivals, memes, societal issues)
- Competitive analysis (tone, messaging, gaps to exploit)
These insights are often summarised into a single-minded proposition — the one thing the audience must believe after seeing the work.
4️⃣ Define the Target Audience
The marketing department outlines:
- Demographics (age, gender, income)
- Psychographics (values, motivations, lifestyle)
- Behavioural patterns (purchase triggers, media habits)
- Pain points (the problem the brand solves)
This is sometimes expressed as a persona or pen portrait so creatives can “see” the audience.
5️⃣ Lock in the Brand Voice & Mandatories
The brief must protect brand consistency:
- Tone of voice (playful, authoritative, aspirational)
- Brand assets (logos, colours, typefaces)
- Key messages (product claims, taglines)
- Legal requirements (disclaimers, compliance statements)
6️⃣ Set Deliverables & Channels
Clear scope and format saves headaches later:
- Assets needed (TV, radio, digital, OOH, social, experiential)
- Media plan alignment (timelines, flighting)
- Budget constraints (overall and per channel)
7️⃣ Create the Creative Brief Document
Most brand marketing teams have a template that agencies recognise, often including:
- Background – brand and market context
- Objectives – what we want to achieve
- Target audience – who we’re speaking to
- Single-minded proposition – the core idea to communicate
- Reasons to believe – proof points, benefits
- Tone & manner – how we should come across
- Mandatories – what must be included
- Deliverables – formats, quantities, timelines
- Budget – if disclosed
- Measurement – how success will be tracked
8️⃣ Workshop & Refine with the Agency
Great briefs aren’t just sent over email.
They’re discussed — often in briefing sessions where marketing, brand, and agency teams ask questions, challenge assumptions, and refine the angle before creative work starts.
9️⃣ Keep It Alive
In high-functioning teams, the brief is not a tombstone.
It evolves slightly as market conditions change, data comes in, and early creative concepts are tested.