Blue Activate logoBLUE ACTIVATE · CLIENT BRIEF TEMPLATE
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Client Brief Template

Complete this document for each new proposal. Nothing is compulsory — leave anything you do not have blank and it will be exported as “Not Provided”. Nothing is saved, so export before you leave.

1. Client Information

SLIDE 01 · COVER

Use the official legal name. If the trading name differs, include both. Leave anything you do not have blank.

Only if it differs from the legal name.

Client Logo — attach separately in Claude Design. This website does not accept image uploads.

2. Proposal Details

SLIDE 01 · COVER

3. Company Background

SLIDE 02 · COMPANY BACKGROUND

Write two short paragraphs in third person. Include products/services, customer groups, geographic footprint, founding year, scale, revenue and facilities (if verified).

4. Key Statistics

SLIDE 02 · COMPANY BACKGROUND

Up to 4 statistics. Only include figures that are verified or clearly attributed.

ColumnsStatStat Label
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5. Core Capabilities

SLIDE 02 · COMPANY BACKGROUND

Up to 5 items.

ColumnsCapability
Rows5
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6. Key Advantages

SLIDE 03 · KEY ADVANTAGES

For each advantage, provide a short title and one to two sentences of factual evidence explaining why it matters in the target market.

ColumnsAdvantage TitleDescription (with evidence)
Rows4
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Supporting images — attach separately in Claude Design.

7. Market Opportunity

SLIDE 04 · MARKET OPPORTUNITY

Two to three sentences on broad market forces, policy environment and trade dynamics. Include sources.

One sentence: why this market matters specifically for this client.

Market Drivers (3 items)

ColumnsHeadline StatStat LabelDriver TitleEvidence (2–3 sentences)Source & Date
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8. Project Objectives

SLIDE 05 · PROJECT OBJECTIVES

Each objective should be outcome-focused. They should build logically — e.g. awareness → credibility → engagement → leads.

ColumnsObjective TitleDescription (1–2 sentences)
Rows4
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One sentence explaining how each objective builds toward the next.

9. Strategy Stage Descriptions

SLIDE 06 · STRATEGY OVERVIEW

The five stage names are fixed. Customise only the one-sentence description for this client and market.

ColumnsDescription (one sentence, tailored)
Rows5Fixed by the proposal template — rows cannot be added or removed.
01 Market Preparation
02 PR & Media Preparation
03 PR & Media Dissemination
04 SEO Content Strategy
05 Campaign Reporting & Analytics

10. Market Preparation Detail

SLIDE 07 · STAGE 01

One short description per activity, tailored to the client's industry and target market.

11. Market Analysis Findings

SLIDE 08 · MARKET ANALYSIS

Each finding should follow: finding → evidence → implication.

ColumnsFinding TitleEvidenceImplication for ClientSource & Date
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12. Competitor Benchmarking

SLIDE 09 · COMPETITOR BENCHMARKING

ColumnsCompetitor CategoryNamed ExamplesTheir StrengthsClient Advantage
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One clear positioning statement.

13. Target Audience Segments

SLIDE 10 · TARGET AUDIENCE

ColumnsSegment TitleWho They Are + What They NeedSegment Tag
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Segment images — attach separately in Claude Design.

14. Campaign Roadmap

SLIDE 11 · CAMPAIGN ROADMAP

ColumnsTimingPhase NameActivitiesMilestone / Approval
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15. PR & Media Preparation

SLIDE 12 · STAGE 02

Two paragraphs: what will be developed, why it matters, localisation approach, and the approval process.

Three PR Assets

ColumnsDescription
Rows3Fixed by the proposal template — rows cannot be added or removed.
Market Entry Announcement
Expertise Positioning
Media Kit Development

16. PR & Media Dissemination

SLIDE 13 · STAGE 03

Media outreach and editorial placements must not be presented as guaranteed unless contractually confirmed.

17. SEO Content Strategy

SLIDE 14 · STAGE 04

Topic Pillars (3 items)

ColumnsPillar TitleArticle Themes
Rows3
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One to two sentences explaining long-term content value.

18. Campaign Reporting

SLIDE 15 · STAGE 05

Metrics

ColumnsMetrics to Track
Rows3Fixed by the proposal template — rows cannot be added or removed.
PR Tracking
SEO Analytics
Lead Tracking & Recommendations

19. Campaign Deliverables

SLIDE 16 · DELIVERABLES

Confirm exact quantities. These must match Slides 12–15 and the quotation.

ColumnsQuantityDescriptionStages & Timing
Rows4Fixed by the proposal template — rows cannot be added or removed.
Press Releases
Media Features
SEO Articles
Campaign Analytics Report

20. Expansion / Next Chapter

SLIDE 17 · THE NEXT CHAPTER

One sentence: why this target market is the next logical step.

Two to three sentences on replicable model, regional momentum and the sister company's footprint.

Market Status List (up to 5)

ColumnsMarketDescriptionStatus
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