Turn a messy client call into a structured brief in a minute: objectives with real KPIs, channel plan with budget shares, timeline, and the questions you should ask before launch. Free, no signup, nothing stored.
Here are the objectives and one open question from a sample run for a B2B SaaS lead-gen campaign with a $12k monthly budget.
Objective 1. 140–190 qualified leads per month at a $55–$85 CPL across LinkedIn and Google search, treated as a target to validate in the first four weeks.
Objective 2. Bring cost per booked demo under $260 by week 8, by tightening lead quality on the LinkedIn forms rather than chasing volume.
Open question. What does a closed deal earn the client? Without margin we can't set a defensible CPL ceiling, only a plausible one.
A campaign brief is the document that settles a campaign's objectives, audience, channels, budget split and timeline before any work starts. Most campaign briefs are templates with the blanks filled in. "Target audience: decision makers." "KPI: increase leads." They look finished and decide nothing, so the media buyer makes the actual calls a week into the campaign, under pressure, without the client in the room. A real brief settles those calls upfront: which channel does which job, what budget share each one gets, and what number defines success. We see this pattern constantly in agencies trying to grow past a handful of clients; we wrote about it in scaling from 5 to 50 ad clients.
The KPI section is where templates fail hardest. "Maximize ROAS" commits you to nothing. A useful objective reads more like "120 to 180 qualified leads per month at a $55 to $85 CPL, validated in the first four weeks." That's a number someone signed up for, and it changes how the first client review goes. This tool builds its KPIs from your goal, budget tier and channel mix, and labels them as targets to validate rather than promises, which is what a careful strategist would do too.
The section agencies skip, and the one that makes a brief feel senior, is the open questions. Tracking access, the client's margin, the sales cycle, who approves creative. Asking those before launch signals you've done this before; discovering them in week three signals the opposite. The output here is a first draft for you to edit, and once a brief like this exists, the downstream creative briefs mostly write themselves.
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