How Agency Briefs works

Q: What’s included in Agency Briefs?

When you subscribe to Agency Briefs, you’ll have access to:Website scanning toolClient document uploadsMeeting transcriptionsReal-time question promptingData analysis against a proven briefing methodologyAnswer scoring to determine whether you have all the information you needTime limit feature that prioritises Q&As required in shorter meeting timesAutomatic marketing brief productionClient knowledge base, which stores everything you know about your clientChatbot function Central company account and login

Agency Briefs combines a proven agency briefing methodology with intelligent AI trained on real-world projects to help guide client conversations into the perfect brief.

Get clearer marketing briefs - without the legwork

Our AI marketing software uses insights from real briefs and projects, along with a proven briefing methodology, to guide client conversations, so you can spend less time taking notes and more time building relationships.

Share what you know

Upload existing client files—meeting notes, proposals, transcripts—or simply scan their web presence in one click. Agency Briefs builds a smart client knowledge base and tailors your briefing questions so you start off ten steps ahead on call one.

Capture the complete picture

Bring Agency Briefs into your client meeting and run it your way. Choose to type your own notes or let it transcribe hands-free — either way, it categorises answers in real time, flags missing details and prompts smart follow-ups in the moment.

Identify gaps in your brief

Once the meeting ends, Agency Briefs collates every response into your client knowledge base. Trained on a proven briefing methodology, it flags thin details and missing specs, so you can easily review, edit answers and follow up to ensure a solid brief.

Generate the perfect brief

Agency Briefs pulls every insight from your knowledge base into a clear, agency-ready marketing brief that covers goals, deliverables and action plans. Your delivery team gets complete alignment from day one, kicking off every project with confidence.

Features built for smoother kick-offs

Easy website scanning

Pull key insights straight from your client’s website into your knowledge base before the meeting starts, so you show up prepared without spending hours on research.

Hands-free transcription

Capture every detail live without lifting a finger. Notes are automatically transcribed and mapped directly into your client's context in real time.

Guided follow-up prompts

Agency Briefs listens during the meeting and suggests smart follow-up questions based on what the client says, keeping the conversation flowing naturally.

Instant knowledge gap detection

Never leave a meeting with missing information again. The tool tracks topic coverage as you speak, ensuring every critical question is answered before you leave.

Automatic brief generation

Instantly turn meeting notes and recorded outcomes into a polished marketing brief ready for immediate client sign-off.

Searchable client memory

Store every detail about a client and their brief in a central hub, and refer back to it via a simple chatbot for future project knowledge.

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For agencies

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For freelancers

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For consultants

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Built for the way you work

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For agencies

You shouldn't need a senior lead in every meeting just to get a great marketing brief. Give anyone on your team the confidence to lead smart client meetings, keep everyone on the same page and protect your margins from endless rework.

For freelancers

Get the structure of a big agency briefing process without the overhead. Run smooth, effortless kick-off calls, win client trust from day one, and spend less time on admin and more time on billable work.

For consultants

Show up as a trusted advisor from the start. Frame your meetings around the client’s actual challenges, eliminate back-and-forth emails and deliver strategic recommendations your clients trust.

Testimonial

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Joe Bloggs

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Frequently asked questions

Does Agency Briefs replace discovery meetings?

No. Agency Briefs is designed to be used during your discovery meeting to guide the client conversation, identify missing information and create follow-up questions. This meeting is crucial for building the client knowledge base that helps shape the project brief.

Can you upload client information to Agency Briefs?

Yes. You can upload existing documents, such as sales notes, proposals and transcripts, to Agency Briefs to provide more context before the kick-off begins. Agency Briefs will tailor the meeting questions to this information, identifying what is missing from the provided insight.

You can also use Agency Briefs to scan client websites, which will pull information from them.

Will every briefing meeting be the same using Agency Briefs?

No. Agency Briefs adapts its questions for your briefing meeting based on the information you provide it. In the meeting, the questions will flow naturally with the conversation, so you can capture everything you need in the moment.

Is every marketing brief on Agency Briefs the same?

No. The brief generated at the end is shaped around your client’s knowledge base and insights gained from the briefing meeting. This means the brief is uniquely tailored to the project, rather than being generic.

What’s included in Agency Briefs?

When you subscribe to Agency Briefs, you’ll have access to:

Website scanning tool
Client document uploads
Meeting transcriptions
Real-time question prompting
Data analysis against a proven briefing methodology
Answer scoring to determine whether you have all the information you need
Time limit feature that prioritises Q&As required in shorter meeting times
Automatic marketing brief production
Client knowledge base, which stores everything you know about your client
Chatbot function
Central company account and login

Is Agency Briefs suitable for all types of agencies?

Yes. Agency Briefs is built specifically for marketing, web design and development teams. It’s also ideal for freelancers and independent consultants, with flexible pricing plans tailored to whether you’re running a full agency team or working solo.

Don’t let a bad marketing brief cost you.

Agency Briefs helps you start your project off with success - all with the perfect brief. Sign up for our exclusive waitlist to secure early access to Agency Briefs.