Marketing Pro Toolkit
A complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperA complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperThank 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.
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:
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:
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?
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)?
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
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):
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.
The Marketing Client Brief template is a ready-to-use form from Pocper's Marketing Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.