Free Marketing Project Brief
Get goals, audience, budget and success metrics before any proposal or kickoff — the intake form that turns vague enquiries into scoped projects.
Quick answer
Have a prospect fill this in before any proposal or kickoff to lock goals, audience, budget and success metrics, turning a vague enquiry into a scoped project. Stated budgets are indicative until they are formally approved on the client side.
About this template
Discovery calls feel productive but the client's numbers usually stay fuzzy. This brief lets them fill in goals, audience, KPIs, budget band, timeline and past work offline — you walk into the call with a written context they authored, so the conversation is a discussion instead of an interrogation.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to run this brief.
Strategic sections
Background, audience, goals, KPIs, past work.
Scope + constraints
Budget band, timeline, decision-makers.
1-click copy
Import into your FormLM workspace with branding.
Exportable
Lift answers straight into your proposal doc.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
Match your service
Adjust sections and questions to what you actually deliver.
Send pre-call
Ask prospects to complete it before booking a kickoff.
Turn into proposal
Export answers and lift them into your proposal doc.
Who Is This For
Pick your role — see how it fits your workflow.
Agency strategists
Walk into kickoffs with a client-authored brief in hand.
Marketing consultants
Turn scattered emails into one written scope per engagement.
In-house leads
Brief an external partner without repeating the same 20 answers.
Key Features
What makes this template work as a professional deliverable.
- Strategic context (background, audience, positioning)
- Goals and success metrics in client's own words
- Current channels and assets inventory
- Budget band and timeline
- Decision-maker map
- Exportable to proposal tools
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of collected fields — customize for your service.
- Company and project owner contact
- Business background and current situation
- Target audience (primary and secondary)
- Campaign goals and how you'll measure success
- Current channels and assets you already own
- Deliverables expected from this engagement
- Budget band and timeline
- Past campaigns that worked — and what didn't
- Approval chain and who else signs off