20-client-intake-brief-global

A client intake brief standardizes discovery call documentation by capturing business overview, audience, goals, KPIs, and budget across 11 fillable Markdown sections. This ensures agencies receive consistent, decision-ready input for global retainer projects.

A marketing brief template should collect validated client business details, target audience, competitive positioning, goals, budget, digital assets, and creative constraints. This input improves campaign planning accuracy and prevents guessing during new client onboarding.

Documenting discovery call inputs requires filling an 11-section intake brief with checkboxes and tables. The completed file then acts as an input gate, triggering downstream skills for persona creation, competitor research, and KPI reverse-calculation.

Non-marketing clients can complete the client intake brief because it uses a client-ready fillable workflow with checkboxes and tables. This design allows practical completion within 30 to 45 minutes without requiring prior marketing brief knowledge.

Defining KPIs and budget timelines during client kickoff is best handled through a structured intake brief that captures goals and constraints. This validated data directly enables accurate KPI reverse-calculation and campaign plan generation for international agencies.

An 11-section intake template is needed for international agency onboarding and retainer projects requiring detailed lead discovery and competitive positioning. It provides downstream orchestration triggers that a standard kickoff brief does not support.