Resources · Founders briefing agencies or freelancers

Agency Brief Template

One-page brief so channel partners get goals, constraints, proof, and success metrics in one pass.

Free. No autoresponder funnel. Reply by email, usually within a working day.

What you get

Inside the Agency Brief Template

One-page brief · 20 minutes to complete

  • Goal, constraint, and success-metric blocks
  • Proof and positioning inputs the agency can't guess
  • Scope boundaries, what is in / out for the first sprint
  • Reporting cadence, what you need to see weekly

How to use it

Designed for one sitting, not a workshop series.

Fill before kickoff. Send as the single source of truth, it prevents scope drift and 'surprise' channel strategies.

Best fit

Who this is for.

Founders briefing agencies, freelancers, or contractors on paid, content, or creative.

Not for: Teams that have not agreed an internal owner for the agency relationship.

FAQ

Three questions founders ask before requesting it.

Does this replace a statement of work?

No, it informs the SOW. It makes the SOW shorter and clearer.

Can I use it for multiple agencies?

Yes, duplicate the brief per vendor with shared company context.

Will you review our brief?

On engagements, yes, brief quality is part of how we direct execution.

Need more than a template?

If the agency brief template surfaces a constraint you'd rather solve with senior help, the next step is a Growth Diagnosis call. Bring your result, we'll pressure-test the constraint it names and sketch the next move in 20 minutes.

Last updated: 4 May 2026