Describe the business clearly

Include the products, intended market, website, existing assets, and the person who can authorize work. Identify the immediate goal and any important deadline.

Collect the necessary context

List previous attempts, current account arrangements, and the materials already available. Share only information relevant to the agreed scope.

Agree on a first milestone

Choose a concrete next step, who owns it, and how it will be reviewed. A clear milestone makes progress easier for both the client and agency to understand.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.