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The first pages of the Marketing Campaign Brief template

Marketing Campaign Brief

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 4, 2026

Every page (10)

Overview

Campaigns go wrong when the agency starts designing before anyone agreed what success means. This brief puts the business problem, a measurable objective, the audience insight, one message, the channel plan, the budget and the approval dates in one document, in the order an agency and an approver read them.

The sample follows a fictional Brand Sprint launch at Lowmoor Studio, with a lead target, a cost per lead, a spend split that adds up and a dated timeline. Replace the problem, the numbers, the audience and the gate dates with your own, and delete any mandatory you do not need.

Useful for

  • Briefing an outside agency before concepts are presented, with the budget and mandatories stated up front
  • Getting a CMO and finance to sign one objective, one budget and one set of approval dates
  • Handing media planners the audience size, channel roles and click targets in a single read

What's included

  • Background pages with the business problem, the pull quote and the constraints
  • Objective scorecard with baselines, targets and a checklist of owners and due dates
  • Audience page with survey bars and two personas, then an insight page with trend and share charts
  • Channel plan with a send calendar, plus an outreach email template and three notes on why it works
  • Budget table, stacked monthly spend chart and a contingency callout
  • Milestone timeline, key dates calendar and a guide page for making it yours

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Rewrite the background and objective with your own problem, baseline, target and end date.

  3. 3

    Replace the audience, insight and message with your segment and the one thing you want them to believe.

  4. 4

    Enter your approved budget so the table totals match, then set the gate dates on the timeline.

  5. 5

    Delete the guide page, then share the brief with your agency or present it to approvers.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the organisation and figures in the sample real?

No. Lowmoor Studio, the people, the emails and every figure are fictional sample data. Replace them with your own before you share the brief.

How long should a campaign brief be?

Short enough that nobody skims it. This one runs eight pages with one idea each, so an agency can find the objective, message and budget in seconds.

Can I change the budget split?

Yes. Edit the amounts and shares in the budget table, keep the total row equal to the sum of the lines, and update the chart values to match.

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  • #marketing-plan
  • #agency-brief
  • #google-docs
  • #campaign-budget
  • #marketing-managers

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