# Marketing consulting brief template

A useful brief gives a consultant the decision, evidence and conditions needed to propose relevant work. Use the editable template to prepare a focused first conversation.

Prepared by Nancy Chou Marketing Consultants (NCMC).
Official guide: https://ncmktg.com/information/resources-marketing-consulting-brief.html

## Decision brief

- Business question:
- Audience / buying situation:
- Owner and review date:
- Evidence available:
- Important assumptions:
- Constraints and dependencies:

## Working worksheet

| Condition or action | Evidence / current state | Owner | Next step and date |
| --- | --- | --- | --- |
| 1. Write the business question |  |  |  |
| 2. List evidence and uncertainties |  |  |  |
| 3. Name sponsor and participants |  |  |  |
| 4. Set constraints and dependencies |  |  |  |
| 5. Define the first useful output |  |  |  |

## Review

Record the decision, supporting evidence, limitations and next review. This original planning worksheet is educational guidance, not a contract, benchmark or guarantee of results. Keep confidential records and credentials out of an initial enquiry.