Before hiring · Free private canvas

The Agency Brief Canvas

Turn a vague agency search into an explicit brief. Define the job, shape the engagement, name the evidence you need, and leave with a transparent shortlist.

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01

Define the job

Start with the change you need, not an agency category or fashionable deliverable.

Business outcome

What must change for this engagement to be worthwhile?

Audience and market

Whose attention, trust, or action are you trying to earn?

Industry context

Which industry should the agency understand?

Success measures

What evidence would show that the work is succeeding?

02

Shape the engagement

Make scope, money, timing, and the work your team can own explicit.

Required services

Which capabilities must the agency provide?

Required services
Maximum budget

What can you realistically invest in the initial engagement?

Timeline

When should the engagement begin?

Internal capabilities

What can your team own, and where does it need support?

03

Define the right fit

Name the practical working conditions and evidence that should shape your shortlist.

Location

Is there a market where the agency should be based?

Working style

How should the agency collaborate with your team?

Evidence priority

Which public buying signal matters most right now?

Must-haves and deal-breakers

What would rule an agency in or out?

Your private export

Turn the canvas into a useful agency brief

The completed PDF is created on this device. Your written answers are never uploaded or added to a search URL.

Paper size
Or download a blank canvas:

Find agencies for this brief

Complete a service, location, or public-offer preference to shape the shortlist.

Find matching agencies
Matching uses services, location, and verified public offers. Industry, budget, timeline, and working style stay in your brief for human evaluation because unpublished data remains unknown.

How the template works

A useful brief makes trade-offs and unknowns visible before the first agency call.

Define the job before the deliverable

A business outcome, audience, and success measure give agencies something concrete to respond to.

Make constraints explicit

Budget, timing, internal capacity, and working style determine whether an otherwise capable agency can succeed.

Keep unknown evidence visible

Missing pricing or industry information is a question to investigate, not proof of a bad fit.

Agency Brief Canvas questions

Is the Agency Brief Canvas private?

Yes. Written answers stay in the current browser tab and are not uploaded. The completed PDF is generated on your device.

What should a marketing agency brief include?

A useful brief defines the business outcome, audience, success measures, services, budget, timing, internal capabilities, working conditions and evidence required from the agency.

How does agency matching work?

The directory uses selected services, location and verified public-offer preferences. Other answers stay in the brief for human evaluation so missing profile information is not treated as a negative signal.

Do I need an account?

No. The canvas and its blank and completed PDF exports are free and require no account or email address.