The Creative Brief process distills marketing insights into a powerful strategic foundation for creative development. As a pivotal starting point for most projects within the platform, this project delivers a creatively fertile framework that serves as a single source of truth for both in-house teams and agency partners, ensuring all creative work remains strategically focused and business-driven.
Agents In This Project: Project Manager • Director of Strategy
🔍 Who is Creative Brief For?
Strategists: Develop compelling strategic frameworks that transform business objectives into clear, actionable creative direction that inspires breakthrough work.
In-House Brand Team Leaders: Create a unifying strategic document that aligns internal teams and provides clear guidance to external agency partners when needed. This shared foundation ensures consistent messaging and execution across all touchpoints.
Getting Started
- Create a new project and select "Creative Brief" from the Strategy category.
- Name your project and select your brand to maintain organization across your projects.
- Provide comprehensive context about your marketing initiative in the project briefing area.
For best results, have these ready:
- Your project scope, core objectives, and business context
- Current market conditions, competitive landscape, and specific challenges
- Target audience understanding, including behaviors and motivations
- Brand positioning, guidelines, and any previous relevant campaign learnings

Features & Highlights
- Audience Insights: Receive audience profiles that reveal demographic, psychological drivers, behavioral patterns, and cultural influences that shape decision-making.
- Cultural Tensions Exploration: Identify powerful tensions between current consumer realities and aspirations, uncovering strategic territories where your brand can play a meaningful role.
- Multiple Strategic Approaches: Get distinctive strategic directions, each built on a unique insight and single-minded proposition with supporting proof points and messaging.
- Creative Thought Starters: Receive conceptual jumping-off points that demonstrate how strategic thinking can translate into creative execution across channels.
- Comprehensive Brief Document: A complete creative brief with all essential elements formatted professionally, ready to guide creative development and serve as a reference point throughout the project lifecycle.
Tips & Tricks
- The 4Cs Strategy project provides valuable context that can inform your creative brief. Run the 4Cs Strategy project first, then copy and paste the final insights into your Creative Brief project for deeper market and audience understanding.
- When reviewing strategic approaches and thought starters, refine them for greater boldness and originality or adjust them for safer, more conservative execution depending on your risk tolerance.
- Share the brief with all internal and external stakeholders so you are all "singing from the same song sheet."
Sample Case Study
A national retailer needed alignment for their back-to-school campaign between in-house and agency teams.
The retailer's in-house team was handling digital and social content while their agency was responsible for the brand campaign. Previous campaigns had suffered from inconsistent messaging when multiple teams worked without a unified strategy.
The marketing director used the Creative Brief project to establish a single source of truth that would align everyone around a shared vision. The brief identified a powerful insight about the tension between parents' practical concerns and students' identity expression during back-to-school shopping.
The resulting "Classroom Confidence" brief provided clear direction on audience needs, messaging hierarchy, and creative territories. This document became the central reference point throughout the campaign development process for both internal teams and the agency.
When questions arose about creative execution, both teams returned to the brief rather than developing separate interpretations. The campaign achieved remarkable cohesion across all touchpoints, delivering a consistent experience that resonated with both parents and students.
Ready to go?
Explore our Campaign Development tutorials or connect with our support team to get the most from your creative planning.