Free Campaign Brief Request Form
Let brands submit campaign goals, budget range, timeline and channel preferences before the first call — so agencies walk in pre-qualified instead of discovery-cold.
Quick answer
Have brands complete this brief before the first call so campaign goals, budget range, timeline and channel preferences arrive in one form, letting you pitch pre-scoped instead of discovery-cold. Stated constraints are planning inputs and may change once strategy begins.
About this template
Replace the 'tell us about your project' contact form with structured intake — goals, KPIs, budget band, timeline, channel preferences and brand assets. Your AE team pre-scopes, prioritizes calls and skips the first-meeting data harvest.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need.
Campaign goals + KPIs
What success looks like.
Budget band
Pre-qual without naming a number.
Timeline & urgency
When they need it live.
Channel & asset preferences
Where they want to play and what they have.
How It Works
Three steps.
Copy template
One-click import — free.
Embed on Work-With-Us
Replace generic contact form with structured brief.
Route to AE queue
Budget-band filter prioritizes calls.
Who Is This For
Pick your role — see how it fits your workflow.
Marketing agencies and studios
Inbound briefs arrive with goals, budget band and timing attached, so the first call is a scoping call rather than a discovery interview.
Freelance marketers and consultants
Screen projects before committing proposal time, and decline the ones outside your range with a documented reason.
In-house marketing leads
Hand vendors a complete, comparable brief instead of three different verbal descriptions of the same campaign.
Key Features
- Campaign goal & KPI fields
- Budget range bands (no anchoring)
- Launch timeline picker
- Channel preference multi-select
- Brand asset upload
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real fields.
- What is the primary campaign goal? (awareness / lead gen / retention / launch)
- Which KPI defines success? (open)
- Monthly budget band ($1–5k / $5–20k / $20k+)
- Target launch date?
- Preferred channels? (multi: paid social, SEO, email, events)
- Upload brand guide or logo (file)