Build your consulting brief
Use your own evidence. Inputs stay in this page, are not sent by this tool and are not saved when you leave. Avoid entering confidential information. Results support a discussion; they do not predict growth or select a provider for you.
Download the editable marketing consulting brief template
Markdown is plain text: open it in a text editor or copy it into your own planning document. Complete it locally; this page does not collect your answers.
State the decision and context
Describe the business model, audience, offer and problem that needs attention. Explain why the decision matters now and what would change if it were resolved. List the alternatives being considered instead of assuming a channel or deliverable is already the answer.
Separate evidence from assumptions
Include recent customer findings, commercial observations and known limitations. Identify what information can be shared later through an appropriate process; do not put sensitive customer records or account credentials into an initial brief. Name the assumptions that the engagement should investigate.
Define delivery conditions
Record the sponsor, participants, timing, budget boundaries and access dependencies. Specify the output and who will judge whether it is useful. The template is a planning aid, not a contract or a fixed NCMC service package. Confirm availability, responsibilities and commercial terms directly.
Put the decision into practice
- Write the business question.
- List evidence and uncertainties.
- Name sponsor and participants.
- Set constraints and dependencies.
- Define the first useful output.
Bring the business question, the evidence already available and the constraints that matter. Discuss your next step with Nancy Chou.