📦New capstone — Module 3: Ship a Real Follow-Up with sigilStart lesson →
Module 2 Lesson 1 45 min

Write a Campaign Brief

Use Claude Code to write professional campaign briefs with multi-agent review. Covers goals, audience, messaging hierarchy, and budget planning — in 45 minutes.

How Do You Create a Campaign Brief with Claude Code?

Welcome to Module 2! Now that you’ve mastered the fundamentals, let’s apply Claude Code to advanced marketing workflows. We’ll start with one of the most important documents in marketing: the campaign brief.

What You’ll Learn

  • How to partner with Claude to create comprehensive campaign briefs
  • Structuring complex marketing documents
  • Incorporating research and data into strategy
  • Getting multi-perspective feedback on your brief
  • Creating supporting campaign materials

What Makes a Great Campaign Brief?

A campaign brief is the foundation of successful marketing execution. It should include:

  • Executive Summary: Campaign at a glance
  • Background & Context: Why this campaign, why now
  • Campaign Objectives: Specific, measurable goals
  • Target Audience: Detailed personas and insights
  • Key Messages: What we’re saying and why it matters
  • Creative Strategy: The big idea and how we’ll express it
  • Channel Strategy: Where we’ll reach our audience
  • Timeline & Milestones: When things happen
  • Budget & Resources: What we need to execute
  • Success Metrics: How we’ll measure performance

The Collaborative Approach

The best way to use Claude for campaign briefs is collaboratively. You provide strategic input and context, Claude helps structure, research, and articulate your ideas.

Important Mindset: Claude is your strategic partner, not a replacement for your marketing expertise. You bring the insights, market knowledge, and strategic thinking. Claude helps you articulate and structure those ideas effectively.

How to Write a Campaign Brief: Step-by-Step

Let’s create a comprehensive campaign brief for Planerio’s product launch.

Step 1: Start with Strategy Input

First, provide Claude with your strategic thinking:

I need to create a campaign brief for Planerio's product launch.

Here's my strategic thinking:
- Primary goal: 1000 trial signups in first 30 days
- Target: Remote team managers at tech companies (50-500 employees)
- Key differentiator: Team-wide focus time coordination
- Main competitors: RescueTime, Freedom app
- Budget: $50k for paid channels
- Launch date: June 1st
- Core insight: Remote teams struggle to find overlap time for deep work

Create a comprehensive campaign brief based on this. Include all standard sections and make it professional and thorough.

Step 2: Review and Refine Structure

Claude will generate a draft brief. Review it and refine specific sections:

The target audience section needs more depth. Add:
- Detailed persona (give them a name)
- Day in the life
- Pain points and frustrations
- Current solutions they're using
- Motivations and goals
- Preferred information sources

Step 3: Add Research and Data

Strengthen the brief with research:

Add a market research section that includes:
- Remote work trends and statistics
- Productivity app market size
- Competitor analysis summary
- Target audience size estimation
- Industry insights about team coordination challenges

Research this information and add it to the brief.

Step 4: Develop Creative Strategy

Work with Claude on the creative approach:

Expand the creative strategy section. Include:
- Big idea / campaign concept
- Creative territories to explore
- Tone and voice
- Visual direction (describe, not design)
- Message architecture
- Proof points and supporting evidence
- Calls-to-action strategy

Step 5: Detail the Channel Strategy

Get specific about execution:

Create a detailed channel strategy section with:

For each channel (LinkedIn, Google Ads, Content Marketing, Email):
- Why this channel
- Target audience segment
- Key messages tailored to channel
- Budget allocation
- Success metrics
- Example tactics

Format as a table for easy reference.

Step 6: Add Timeline and Project Plan

Create a project timeline from now until 30 days post-launch.

Include:
- Pre-launch activities (creative development, asset creation, testing)
- Launch week activities
- Post-launch optimization
- Key milestones and deadlines
- Team responsibilities

Format as a Gantt-style timeline.

Getting Feedback on Your Brief

Now for the powerful part - getting multi-perspective feedback. Ask Claude to review the brief from different viewpoints:

Executive Perspective

Review this campaign brief from an executive/stakeholder perspective.
Look for:
- Unclear objectives or success metrics
- Missing business context
- Budget justification
- Risk assessment
- ROI projection

Provide constructive feedback.

Creative Perspective

Review the creative strategy section from a creative director's perspective.
- Is the creative brief clear enough to execute?
- Are there constraints that might limit creativity?
- Is the tone and messaging compelling?
- Are there opportunities we're missing?

Channel Specialist Perspective

Review the channel strategy as a digital marketing specialist.
- Is the budget allocation realistic?
- Are we choosing the right channels for this audience?
- Are the tactics specific enough?
- Are there channel opportunities we're overlooking?

The Power of Multiple Perspectives: In a traditional agency, getting this kind of feedback requires meetings with multiple teams. With Claude, you can get diverse perspectives in minutes, helping you create a more robust brief.

Creating Supporting Documents

Once your brief is solid, generate supporting materials:

Creative Brief

Based on the campaign brief, create a separate creative brief for the design team.

Include:
- Project overview
- Objectives
- Target audience
- Single-minded proposition
- Supporting points
- Tone and manner
- Mandatories (logo usage, brand guidelines, etc.)
- Deliverables list

Save as campaigns/focusflow-launch-creative-brief.md

Media Brief

Create a media brief for our media buying team or agency.

Include:
- Campaign objectives
- Target audience demographics and psychographics
- Media budget breakdown
- Flight dates
- Geographic targeting
- Suggested channels and tactics
- KPIs for each channel
- Competitive context

Save as campaigns/focusflow-launch-media-brief.md

Measurement Plan

Create a detailed measurement and reporting plan.

Include:
- Primary and secondary KPIs
- How we'll track each metric
- Tools and platforms needed
- Reporting cadence
- Dashboard requirements
- Success thresholds
- Optimization triggers (when to adjust strategy)

Save as campaigns/focusflow-launch-measurement-plan.md

Advanced: Scenario Planning

Use Claude to think through different scenarios:

Create three scenario plans for the Planerio launch:

1. Best case: What if we hit 150% of our goal?
2. Base case: What if we hit our goal exactly?
3. Worst case: What if we only hit 50% of our goal?

For each scenario:
- What would cause it
- How we'd respond
- Budget implications
- Timeline adjustments
- Lessons learned

This helps us prepare for different outcomes.

Best Practices

Tips for Campaign Briefs

  • Start with strategy: Don’t ask Claude to generate strategy from scratch. Provide your strategic thinking.
  • Iterate section by section: Don’t try to perfect everything at once.
  • Be specific with numbers: Goals, budgets, timelines - specificity leads to better briefs.
  • Use multiple perspectives: Get feedback from different viewpoints.
  • Create supporting docs: Break complex briefs into role-specific documents.
  • Save templates: Reuse structures that work.

Exercise: Create Your Own Campaign Brief

Now it’s your turn. Choose one of these scenarios and create a complete campaign brief:

  1. E-commerce: Black Friday campaign for a sustainable fashion brand
  2. B2B SaaS: Webinar series to generate enterprise leads
  3. Mobile App: User acquisition campaign for a meditation app
  4. Local Business: Grand opening campaign for a coffee shop

Include all sections we covered, get feedback from multiple perspectives, and create at least two supporting documents.

Key Takeaways

  • Campaign briefs are collaborative - you provide strategy, Claude helps structure and articulate
  • Build briefs iteratively, refining section by section
  • Use Claude to provide multiple perspectives on your work
  • Create supporting documents to make briefs actionable
  • Save templates for future efficiency
  • Always ground briefs in specific business context and constraints

What You’ve Accomplished: You can now create professional, comprehensive campaign briefs that would typically require input from multiple team members and hours of work. This is a game-changer for marketing teams of any size.

NEW CAPSTONE

Module 3: Ship with sigil

Send personalized post-event follow-ups end-to-end with sigil — an open-source CLI built for marketers, inside Claude Code.

Start the lesson See the source →

From the same team that built this course.