How to Brief a Design Agency: What Clients Need to Know
17th September 2025
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But before the creative work begins, there’s one key ingredient that can determine the success of the entire project: the brief.

As a design agency ourselves, we can say with confidence that the best results start with a clear, well-thought-out brief. It helps align your vision with our expertise, keeps everyone on the same page, and ultimately saves time, money, and stress.

So, whether it's your first time working with an agency or you're just looking to improve the process, here’s what clients need to know about briefing a design agency effectively.

 

Why a Design Brief Matters

A good brief sets the tone for the entire project. It gives the agency the context they need to deliver creative that doesn’t just look good -but works hard for your business.

A strong brief:

  • Speeds up timelines and reduces back-and-forth
  • Helps agencies understand your goals, brand, and audience
  • Makes space for strategic thinking, not just execution
  • Leads to more relevant and impactful creative outcomes

 

What to Include When Briefing a Design Agency

1. Project Overview

Start with a high-level summary. What’s the scope of the project, and why are you doing it now?

Example: “We’re relaunching our e-commerce brand with a new name and product line, and need a full brand identity, packaging design, and Shopify site.”

2. Business Goals & Objectives

What are you trying to achieve? Are you looking to increase sales, build awareness, improve usability, or reposition your brand?

“We want to reposition ourselves as a premium service provider and attract higher value clients.”

Agencies aren’t just executing tasks - they’re solving problems. The clearer your objectives, the better the solutions.

3. About Your Business

Give the agency insight into your brand and audience. Include:

  • A short history of the business
  • What makes you different
  • Your values and personality
  • Who you’re speaking to (audience demographics, behaviour, pain points)

If you have brand guidelines, tone of voice documents, or marketing data, now’s the time to share it.

4. Scope of Work / Deliverables

List exactly what you expect to receive. Are you after a new logo, a full rebrand, packaging, web design, or ongoing content support?

“We need a brand refresh (including logo, colour palette, and typography), a new homepage design, and social media templates for Instagram and LinkedIn profiles.”

5. Budget

Being upfront about budget allows agencies to recommend the best approach and manage expectations. It also helps them prioritise deliverables and suggest scalable solutions.

Even a budget range (e.g. £5k–£10k) is better than no information at all.

6. Timeline & Key Dates

Let the agency know if you’re working towards a product launch, campaign deadline, or investor presentation. Realistic timelines help plan project phases and allocate resources.

“We’d like to launch in September, with a soft reveal in late August.”

7. Brand Inspiration & Competitor Insights

Show what you like, and what you don’t. This gives agencies visual and strategic context. Include:

  • Competitor examples (with notes on what works/doesn’t)
  • Brands you admire, even outside your sector
  • Any internal mood boards or Pinterest-style collections

8. Technical Considerations

Depending on the brief, it’s helpful to mention:

  • Platforms you use (e.g. WordPress, Shopify, HubSpot)
  • Any specific file requirements or templates
  • Accessibility or compliance considerations

 

Common Briefing Mistakes to Avoid

  • Being too vague: “We just need it to look modern” won’t cut it. Get specific.
  • Overloading with direction: Trust the agency’s process - don’t micromanage every pixel.
  • Skipping the strategy: Focus on business goals, not just deliverables.

 

Final Thoughts

A strong brief isn’t about ticking boxes, it’s about building a partnership. The more clearly you can communicate your vision, goals, and expectations, the more value your agency can bring to the table. Think of it as a collaborative launchpad, not just a handover.

If you’re unsure how to start, don’t worry, most agencies (including us) are happy to guide you through the briefing process. After all, we want to get to the good stuff: creating design that actually works.

 

Need help turning your ideas into a clear, actionable brief?
We’d love to chat—whether you’ve got a full vision or just a sketch on a napkin.

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