OBJECTIVES & GOALS
Use these sections to tell us the business need. What business does this support, to which marketing pillar does it align, and what is the ultimate marketing objective (leads, sales, clicks, awareness, favorability, etc.)
Use these sections to tell us the business need. What business does this support, to which marketing pillar does it align, and what is the ultimate marketing objective (leads, sales, clicks, awareness, favorability, etc.). What are the business results we are driving here?
Hidden
Use these sections to tell us the business need. What business does this support, to which marketing pillar does it align, and what is the ultimate marketing objective (leads, sales, clicks, awareness, favorability, etc.). What are the business results we are driving here?
Please include the unique need we are solving for that will help drive the stated business and communication outcomes.
List the USPs are typically one-line long and act as a memorable way to differentiate yourself from others. For instance, the coffee brand Death Wish discerns itself from its competitors assertively with its USP. The company labels itself as “The world's strongest coffee.”
TARGET AUDIENCE
Target Audience: Who will be the end viewers of the deliverables? The group of people who our partner is targeting with these deliverables.
A target audience is a group of consumers characterized by behavior and specific demographics, such as female extreme athletes between the ages of 18 and 25. Target audiences are a pillar of most businesses influencing decision-making for marketing strategy.
What's the state of the customer?
What are they like today? And how would we like them to be like after this effort?
How will we get them there?
What should we be saying?
FlexGuard can be a smart addition to a balanced portfolio for clients looking for growth opportunity and a level of protection.
The Reason to Believe is the tangible evidence or compelling argument substantiating a brand's promises to its consumers. It serves as the bridge between the brand's messaging and the audience's trust.
CAMPAIGN DELIVERABLES
Please add in detail each specs for all deliverables listed
Most important elements to communicate (Voice, Tone, Direction)
This can nclude platform, space, site and any reference images of the space would be great to see so we can design accordingly.
CAMPAIGN OUTCOME
Please use this section to tell us how the media campaign performance will be judged and how it directly supports the overall marketing objective.
E.g. Audience engagement, Engagement rate
MEDIA BRIEF
If different than customer segment
Who are we talking to and what would we like them to do?
Examples
"We want to reach high-net worth clients of $1 million+ in assets. We want them to visit our website to learn more, and use our analytics to define.
Where are we driving them and what would we like them to do?
Examples
Do you want them to visit our website to learn more.
Do you want to drive them to a website so they can apply online and receive instant approval.
VIDEO BRIEF
All videos are not the same. Content aside, let us know how you intend to use this video, where people will view it, and are multiple versions needed. This is all very important because different platforms have different requirements and best practices. What's more, it helps the team brainstorm on more efficient and affordable ways to meet your needs.
E.G.
"We have no time limitations on these, but prefer shorter than longer. We need an explainer video for a life insurance offering. There are 3 different life insurance products offered. We will need one video for all 3 products. Then, we need 3 additional videos that address ONLY 1 specific life insurance offering. These will live on our website/landing page AND on our YouTube channel. We would also like to use versions of these videos in emails and in social media (Facebook and LinkedIn)."
Please provide Ideal Length
How long will this video be used?
Usage rights
It's important to understand how long this video will be used because if stock footage, voice or acting talent is used, this is key to the licensing and cost.
Considerations
Please indicate any considerations that we need to address.
For example:
Will this require closed captions?
Will final storyboards be required for submission to FINRA?
CHAIN OF APPROVAL
Stakeholders of the project who will be commenting and providing feedback. 2 max
Stakeholder(s) who will provide final sign-off on a project. Gatekeeper's decision is crucial for the proof to move to the next stage
1 to 2 approvers max.
This will be an external steakholder on the client end.
Will help us determine an accurate timeline
TIER 2 PROJECT INTAKE FORM
BACKGROUND & OBJECTIVES
Use these sections to tell us the business need. What business does this support, to which marketing pillar does it align, and what is the ultimate marketing objective (leads, sales, clicks, awareness, favorability, etc.)
TARGET AUDIENCE
Target Audience: Who will be the end viewers of the deliverables? The group of people who our partner is targeting with these deliverables.
DELIVERABLES
Deliverables: List the required assets and specs/ sizes for each. Please be specific as possible.
COPY / CONTENT
Most important elements to communicate (Voice, Tone, Direction)
Please note that these need to be confirmed by the print vendor, old files will not be accepted, and files will not be changed once delivered based on these specs.
This can nclude platform, space, site and any reference images of the space would be great to see so we can design accordingly.
CHAIN OF APPROVAL
Stakeholders of the project who will be commenting and providing feedback. 2 max
Stakeholder(s) who will provide final sign-off on a project. Gatekeeper's decision is crucial for the proof to move to the next stage
1 to 2 approvers max.
This will be an external steakholder on the client end. Will help us determine an accurate timeline.
TIER 3 PROJECT INTAKE FORM
DELIVERABLES
Deliverables: List the required assets and specs/ sizes for each. Please be specific as possible.
Please note that these need to be confirmed by the print vendor, old files will not be accepted, and files will not be changed once delivered based on these specs.
CHAIN OF APPROVAL
Stakeholders of the project who will be commenting and providing feedback. 2 max
Stakeholder(s) who will provide final sign-off on a project. Gatekeeper's decision is crucial for the proof to move to the next stage
1 to 2 approvers max.
This will be an external steakholder on the client end. Will help us determine an accurate timeline.