Marketing Client Brief

Thank you for choosing us as your marketing partner. This brief helps us understand your business, goals, and expectations so we can craft the right strategy for you. Please complete all sections as thoroughly as possible — the more detail you provide, the more precisely we can tailor our proposal.

Section 1 — Company Information

Company / Brand Name:

Industry / Sector:

Company Website:

Primary Contact Name:

Job Title:

Email Address:

Phone Number:

Briefly describe what your company does and your core value proposition:

Section 2 — Campaign Objectives

What are the primary goals of this campaign? Select all that apply:

Build brand awareness

Generate leads / enquiries

Drive website traffic

Increase online sales / conversions

Grow social media following / engagement

Launch a new product or service

Retain existing customers / improve loyalty

Other (please specify below)

Describe your key performance indicators (KPIs) and what success looks like for this campaign:

Section 3 — Target Audience

Primary target audience age range:

Geographic focus (city / region / country):

Describe your ideal customer — their interests, behaviours, pain points, and what motivates them to buy:

Who are your top 3 competitors? How do you differentiate from them?

Section 4 — Budget & Timeline

Estimated total budget for this campaign (HKD):

Below HKD 20,000

HKD 20,000 – 50,000

HKD 50,000 – 150,000

HKD 150,000 – 500,000

Above HKD 500,000

Desired campaign start date:

Desired campaign end date:

Are there any fixed deadlines or key dates we must work around (e.g. product launch, trade shows, seasonal events)?

Section 5 — Preferred Marketing Channels

Which channels are you interested in? Select all that apply:

Social Media (Facebook / Instagram / LinkedIn / X)

Search Engine Marketing (Google Ads / SEM)

Search Engine Optimisation (SEO / Content)

Email Marketing / EDM

KOL / Influencer Marketing

Out-of-Home (OOH) / Outdoor Advertising

Event / Activation Marketing

Print / Traditional Media

Video Production (TVCs / Online Video)

Open to agency recommendation

Section 6 — Brand & Creative Direction

Describe your brand personality and tone of voice (e.g. professional, playful, premium, youthful):

Are there any brand guidelines, colours, or visual styles we must follow?

Are there any campaigns, ads, or brands (competitors or otherwise) that you admire and would use as reference or inspiration?

Upload any brand assets (logo files, brand guidelines, existing creative materials):

Section 7 — Additional Information

Have you worked with a marketing agency before?

Yes

No, this is our first time

Is there anything else you would like us to know before we prepare your proposal?

Thank you for completing this brief. Our team will review your submission and reach out within 2 business days to schedule a discovery call.