Free Marketing Campaign Brief Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Marketing Campaign Brief Template

Fully editable with custom branding and pre-written services. Send and get read receipts.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Marketing Campaign Brief Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Marketing Campaign Brief Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

It takes hard work, time, skills, experience and luck to run a successful marketing campaign. Your luck depends on the amount of time you spend planning the entire campaign. Planning is multifaceted and involves tools such as the marketing campaign brief template. The template gives the entire campaign – and planning – the much-needed direction. In addition to that, the template is the glue that holds everything together. It’s the closest you get to guaranteed success!

Marketing Campaign Brief Template
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How does the brief guarantee success?

1. The marketing campaign brief template defines the marketing campaign

Many times, freelance marketers increase their chances of success by defining what the marketing campaign is. Getting the definition right should be the starting point at all times. Without it, everything else would collapse. The campaign itself cannot take off without a detailed definition. Additionally, it becomes hard to measure success or record milestones if the detailed definition was never in place. Fortunately, that is where the marketing campaign brief template plays a crucial role.

2. Prioritizing social media with the marketing campaign brief template

Social media is one of the most powerful marketing tools in the 21st Century. It offers the kind of access to clients that brands – both large and small – would never have dreamed of through traditional media. Most clients need help in using social media as part of their marketing campaign. The freelance marketer can only talk about it if the marketing campaign brief template already hinted at it. Most importantly, clients should give consultant marketers the right to delve into social media too.

It’s difficult to find a modern entrepreneur who is daring enough to ignore social media though.

3. Incorporating technology with the marketing campaign brief template

Technology forms a crucial cog of the entire marketing campaign. It’s necessary and essential to the success of the whole campaign. Technology provides a better understanding of the client’s needs, aspirations and unique situations. For example, you can use technology (analytics) to analyze what your followers on social media prefer reading, watching, or buying. You can then use this information to institute changes that reflect customer behavior. Technology can be critical in:

  • Publishing more useful, interesting and engaging content
  • Gaining more authority
  • Increasing customer loyalty
  • Enjoying increased exposure in your niche
  • Tracking traffic to your website

4. Hosting real-life events with the marketing campaign brief sample

The consultant’s input – where the marketing campaign is concerned – doesn’t end in online spaces only. Instead, this input should be seen, felt, and experienced offline as well. To this end, the marketing campaign brief template should talk about organizing real-life offline events. The biggest benefit here is the client’s business is more humanized. Buyers can then relate with it at a personal level. Depending on the freelance client’s budget, you could also spend some money on experiential marketing.

Give customers a chance to see the face(s) behind your clients’ brands.

Marketing Campaign Brief Template Sample
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5. Introducing new ideas with the marketing campaign brief sample

All marketing campaigns carry a great level of creativity. In fact, the success of any marketing gimmick depends on the creativity of the consultant hired to carry it out. Creativity incorporates passing the right message across more effectively. Creativity may require new ideas too, especially where the old never produced the desired results. The consultant has to be ready to speak with the client’s team. Important people such as sales and product managers can provide more insight that propels the marketing campaign into more success.

Marketing Campaign Brief Template Example
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6. The marketing campaign brief  is perfect for managing expectations

All good consultants excel at managing expectations. Client expectations should never be beyond your control. It’s good for freelancers to find ways of staying on top of all situations. Use this template to set yourself apart as an honest freelancer. Use it for under-promising yet over-delivering. Use it for anticipating the needs of your clients even before they realize their own needs. Create space for constant communication with clients too using this document.

7. Simplify everything with the marketing campaign brief example

Complex solutions can create new problems for your consultancy. It’s important for you to learn how to overcome this issue. The first strategy is to make everything as simple as possible. One quality that the best freelancers have over everybody else is the ability to take complex situations and make them remarkably simple for clients. Give them an answer. Make the answer as simple and easy to understand as possible.

Simplifying a client’s problems doesn’t equate to underrating them, though. Do this while letting clients know that you’re not taking them or their issues lightly.

8. Motivating yourself with the marketing campaign brief example

Freelancers have to motivate themselves to work on the issues that clients bring to them. A good consultant knows the importance of good motivation. It’s not impossible to find ways of motivating yourself, as a consultant. The motivation keeps you going on days when you don’t feel like working. It encourages you to put in a proper shift when everything else seems lost and uninteresting.

The campaign brief template can act as a powerful tool for motivating yourself too.

9. Display consistency with the marketing campaign brief template

Be consistent in all your freelance relationships with clients. Be consistent in delivering quality to the clients. The consistency is a hallmark of all successful consultants. Clients love consistent freelancers. Do not give awesome A+ service only once. Instead, do it every time. Let your customers know that they can and should expect consistently excellent products and services from you every time. Otherwise, they would be disappointed.

Whatever you do, you should never keep your clients waiting in line forever.

Marketing Campaign Brief Template PDF
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10. Learning to listen with the marketing campaign brief template

Additionally, it’s important to learn how to listen to your clients. Listening helps you to get what they are trying to say. More importantly, listening offers you a window into their needs and expectations. You can then go beyond what they expect and deliver stellar product or service based on the information you gleaned after listening to them. Listening also proves that you respect your clients and take everything they tell you seriously.

You’re more likely to learn something new about your clients by listening to them. You also increase your chances of learning something new about the project by listening.

As you have already noted here, the campaign brief template is a wonderful document to use. It offers you more benefits than you will ever realize. The tool is powerful for growing a freelance business that stands heads and shoulders above its competitors. It boosts your freelance business. It pushes you to treat your clients in a way that allows you to exceed their expectations.

Use the campaign brief template to build a consultancy that exceeds customer expectations.

Remember to continue learning new lessons. Keep track of all aspects of the existing or new marketing campaign. Measure and record milestones too. Freelance marketers have to work closely with their clients to ensure that everything flows smoothly. Take cognizant of all the pointers listed here. Most importantly, do not embark on any new project without drafting an excellent marketing campaign brief template. Use the template to guide the entire campaign from start to finish while involving the clients every step of the way.

Frequently Asked Questions
Questions about this template.