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      • Announcing Our New Enhanced On-Demand Services for Adult, Graduate and Continuing Education Programs
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      • 2 Secrets to Achieving Adult Enrollment Goals
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      • Early Results: Adult Student Recruitment Effectiveness Part I of II
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      • Missing Unrealistic Goals
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      • Yes, You Do Have the Budget
      • Enrollment Opportunity: Under-served Segments
      • Why Colleges Are Failing to Achieve Adult Enrollment Goals
      • 01
      • 02
        • Are You Sitting Around Waiting for Business?
        • Get More Our of Your CRM Investment
        • Tips for Building Affordable, Effective Marketing Research Program
        • Smart College Recruitment Targets Wisely Using Segmentation
      • 03
        • Marketer's Toolkit Goes Mobile
        • A/B Testing: Some Important Rules to Follow
        • Targeting is Not Rocket Science
        • Snap Chat for Student Recruitment
        • Colleges Must Lead the Way in Marketing to Millennials
        • How Many Leads Do You Need?
        • Do You Know What a "Lead" Is?
        • Do You Know How Many Sales Leads You Need? Find Out With...
        • Content Marketing: It's a Mess
      • 04
        • What Is The Best Marketing Channel?
        • Do You Need a Marketing Plan?
        • Data Analytics Improve Enrollment Performance
        • Why Facilitated Strategic Planning Workshops are Most Effective for Your College...
        • Common Social Media Challenges and Solutions
        • 8 1/2 Common Errors in the Student Recruitment Process
      • 05
        • Differentiation - Colleges Need to Be Uniquely Valuable
        • Non-Traditional Students: Tips to Attract & Retain
        • Market Planning Process
        • Market Analysis - Identify Your Target Markets
        • Catalog Business Plan
        • 10 Common Digital Marketing Mistakes & Solutions
        • Tips for Recruiting Millennials to Your College
        • How to Lower New Student Acquisition Costs
      • 06
        • Your Website Needs Help
        • Better Adwords Performance ASAP
        • Higher Education Marketing Assessment Tool: A Demo
        • Join Marketing Connection Today
        • Marketers Are Focused On the Wrong Things
        • Marketing...It's About the Numbers
        • Colleges Without Market Research: Penny-Wise, Pound Foolish
        • Top Benefits You Enjoy From a Mystery Shopper Audit
      • 07
        • The Future of Content Marketing
        • Pokemon Go: Student Recruitment & Retention?
        • Whatever the Channel: Marketing Success Depends on 5 Factors
        • When Your Customers Aren't Your Customers - Social Media Pitfalls
        • Content Marketing Success
        • Why You Can't Afford to Pass on a Retention Audit
      • 08
        • Your Trouble With Adwords
        • You Can't Recruit & Retain if You Don't Know Your Audience
        • Facebook Live for Student Recruitment
        • How to Make Significant Improvements to Student Recruitment Results
      • 09
        • Why Facilitated Strategic Planning Workshops are Most Effective for Your College...
        • Video Marketing: Tips for Greater Success
        • The Details Are in the Plans
        • Digital Metrics: How Much is Real & How Much is Bullshit?
        • Video Content Marketing: Tips for Greater Success
      • 10
        • How You Can Enroll More Non-Traditional Students
        • Your Email Metrics Are Wrong
        • Too Much Content Too Much Waste
        • How Asking the Right Questions Can Increase Enrollments
        • Content Marketing for Higher Education Recruitment and Retention
      • 11
        • 5 Ways to Increase Graduate School Enrollments by Leveraging Data
        • Big Data, Predictive Analytics & Marketing Research Strike Out in Election 2016
      • 12
      • Direct Marketing Planning
      • How Many Leads Do Our Sales Executives Need?
      • The Drones Are Coming!
      • Advantages of Direct Marketing
      • Student Retention Tips for 2016
      • Outbound Telemarketing Missing Opportunities As Part of College Student Recruitment
      • New Study Identifies Opportunities to Improve Student Recruitment
      • 6 Tips to Improve Your College's Content Marketing Performance
      • Lead Flow Planning - Getting It Right
DWS Associates - Direct Response Marketing Creative Brief Checklist
DWS Associates > Knowledgebase > Marcom > Creative Brief Checklist

Sales Promotion Planning Checklist

Campaign Planning Steps

List Rental Strategies

Circulation Planning Checklist

Advertising Campaign Planning Checklist

Advertising Checklist for Multichannel Marketers

Media Advantages & Disadvantages Checklist

Ways to Increase Advertising Response Rates Checklist

Creative Brief Checklist

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Direct response creative white paper
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advertising_600_01.jpgKey Elements of a Creative Brief - Checklist

In direct response selling, the objective is to get direct by-mail, phone, fax, web, commitments…the actual order or lead. The strategy is to tell as much as possible within the constraints of the medium involved, so that all of the prospects questions are answered in the prospects mind and they make the buying decision immediately. This is why, on television, most direct selling commercials are 90 to 120 seconds, or even longer if they take the infomercial format. No salesman is usually involved. Different formats may do better for different types of offers. Self mailers work well for seminars. Thus the need for the all important creative brief.

The client (you) needs to understand direct response advertising so they can give the agency all of the right information needed to produce the ad / campaign. Or, the agency has to know all of the right questions to ask to get the information they need to produce the advertisement.

The following checklist covers all the factors that must be addressed in a creative brief in order to produce the most effective advertisements regardless of media/channels used. 

The more information you can provide the agency (in-house or external), the better the interpretation and results.  There is nothing worse than showing up to an ad or campaign review and finding out that the agency completely missed what you were trying to communicate. 

click to download creative brief checklist

What are the key elements of the creative brief?

Background / basis for opportunity

 
  • What is the current situation?
  • Why will the advertising make a difference?
  • Why are you advertising at all?
  • What have been the efforts to date?

Concept

 
  • What are you trying to communicate with the promotion to the audience about your product/service, your organization, you brand, etc?
  • What components need to be included in the promotion, calls to action, included gifts or information?
  • Will the respondent have to register or sign up for some information or offer?
  • Is there a website, micro website?
  • Will there be multiple ways for the customer / prospect to respond to the promotion?

Product or Service definition

 

Description of product:

  • What product or service are you offering? Describe it in 50 words or less. Be sure to enclose a sample of the product.

Purpose of product:

  • What does the product do? How is it used? How does it work?

Product features:

  • Give all the details about the product - color, size, weight, material, number of parts, power ratings, number of working parts, and/or whatever other facts and specifications are appropriate.
  • What are the key features?
  • What are the features or aspects of your product/service that make your product/service different?
  • What points support the key benefit? Place them in order of most importance.

Main benefits of the product:

  • What is the key sales appeal of this product?
  • What are the other major benefits?
  • What will it do for the user?
  • Does it save time or money?
  • Will it make life easier or better?
  • Does it solve a problem?
  • If so, what is that problem and how does it solve it?

Comparison to other products:

  • How does it compare to other products already on the market (or about to come on the market)?
  • What will it give users that they can't get anywhere else?
  • How is it different?
  • Newer Better?
  • Is it unique?
  • An exclusive?
  • Less expensive?
  • A better buy?
  • Do you provide better service?
  • Do you have any related products?
  • If so, how does this product tie in with those?
  • Will you later sell those products to buyers of this product?

Unique selling proposition:

  • What distinguishes the product or service from other choices?
  • Does it have parity attributes that we can preempt and own?
  • How should the product be positioned?

Positioning

  • What is the positioning of the product/service?
  • What is the key point of difference?
  • What one thing should someone think of this product/service?

Brand character

  • What image does product or service have?

Insights related to product / service

  • Are there any other aspects of the brand, product, or offer that you feel are important and necessary to communicate the overall function and value of the product to assist the buyer in making a decision to respond to the advertisement or campaign?

Price

 
  • What is the price?
  • Any extra costs such as shipping and handling?
  • Any discounts?
  • Any deluxe versions?
  • Any alternatives?
  • Any deadlines for receiving special offers?

Payment methods

 
  • What options will you be offering for payments?
  • Cash with order? Billing?
  • Purchase order required?
  • Credit cards?

Offer / Motivation

 
  • What is the offer?
  • What do you want the recipient to respond to?
  • Is this a special offer?
  • A premium?
  • An introductory offer?
  • A prepublication discount?
  • A limited-time offer?
  • Free information?

Package or promotion components

 
  • Direct mail package consisting of what elements? Letter? Lift letter? Brochure? catalog? Self-mailer?
  • Or is it a display ad?
  • A newsletter?
  • A postcard?
  • An insert?
  • A television or radio commercial?
  • An email advertisement
  • A SMS text message
  • A social media (YouTube, Facebook, LinkedIn, Google +, Pinterest, etc.)
  • Website or landing page for promotion?
  • An entire campaign? Enclose samples of previous promotions for this product or other products your company has sold. Which were winners? Losers?
  • Any other considerations?

Tone / Personality

 
  • The tone of your advertising must reflect and be consistent with your brand's personality traits.
  • How does your brand speak to your audience?
  • What human personality traits are important in communicating your brand's personality: seriousness, warmth, imagination, etc.?
  • What feeling, style or approach will create a living personality for the product or service?

Themes or Images

 
  • Are there any particular themes or images that you would like your advertising to include?

Look and Feel

 
  • What kind of visual or written tone would you like your advertising to convey?

Production considerations

 
  • Filming, printing, paper usage, etc

Creative objectives

 
  • What are the objectives of your marketing campaign that you are developing a creative strategy for?

Distribution / Circulation considerations

 
  • Is the advertisement/campaign being distributed via mail, ride along, electronically?
  • What are the quantities of the advertisement/promotion?

Deadlines

 
  • What are the design, production, launch, etc. deadline dates that must be adhered to?

Creative execution / Legal mandatories

 
  • What are the mandatory creative or legal considerations must be included in the campaign/advertisement or must be taken into consideration as the campaign is developed.
  • Are there legal disclaimers that must be part of the campaign/advertisement?

Key messages

 
  • What are the key messages that the promotion should communication with the target audience?
  • Are there any secondary messages that need to be communicated?

Objective(s) of the promotion

 
  • To gain direct sales? Leads? Inquiries?
  • Or is it to provide product information to customers?
  • Gain an extra sale?
  • Respond to inquiries?
  • Announce new products?
  • Build the company's or product's image? If so, what image should be conveyed?

Call to action

 
  • What do you want the targets to do?
  • Respond (via phone, email, web landing page) to apply or order?
  • Accept our call?
  • Request more information?
  • Remit something?
  • Other?

Target audience

 
  • Who is the prime prospect?
  • What are the characteristics of the target audience or audiences?
  • If a business audience, what is the title and/or responsibility of the prospect?
  • If a consumer, what are the interests, problems, concerns, demographics, and characteristics of the typical prospect?
  • Are there any secondary audiences? If so, is it worth preparing separate versions of the promotion for them?

Buyer problem

 
  • What buyer problem is your product/service trying to solve?

The target audience's current belief/behavior

 
  • What is the target audience thinking today?
  • Do they know and think about the product?
  • What do they know and think about the company?  
  • The focus must be on what the target audiences are buying, not what you are selling.

Desired target audience (customer/prospect) attitude

 
  • Perceptions.
  • Behavior.
  • Take-a-ways.

Principle competition

 
  • Is it indifference?
  • What are they using now?
  • Is there a pre-disposed mindset that might prevent people from buying it?
  • What is the competition advertising?

Lists/media to be used

 
  • What lists or media will you be using? Be specific.
  • Which have you used in the past?
  • Which worked?
  • Which did not?

Tests

 
  • Will you be conducting any tests? If so, what points will be tested?
  • Will tests affect the design of the package? The offer? The copy?

Budget

 
  • What is the budget for this promotion?
  • How much will be available for each part of the promotion? For lists? For the package? For other costs?
  • Are there any restrictions? For example, no 4-color brochures or no flashy involvement devices.

Schedule

 
  • When do you need the complete package?
  • What are the approval dates?
  • When will you be sending out the first test mailing or placing the first advertisement?

Testimonials

 
  • Do you have any testimonials for the product? 
  • Celebrity endorsements? 
  • Reviews? 
  • Other media coverage? 
  • Enclose samples.

Complaints

 
  • Have you ever had any complaints about this product or any similar products?
  • Do you have any letters from unhappy customers?
  • Any bad reviews or media coverage? Enclose samples.

Must includes

 
  • What points absolutely must be included in the copy?
  • What benefits or features must be stressed?
  • What design elements absolutely must be part of the package?
  • Any points that absolutely must be avoided? Any words or phrases? Any designs?

Any taboos

 
  • Anything that cannot be offered or promised?

Guarantees

 
  • What is your guarantee? How strong is it?
  • What are its limits? 30-day free trial period?
  • 100% money-back guarantee?
  • Return privileges?
  • Inspection privileges?
  • A warranty?

Order or purchase method

 
  • Will you provide a BRE (business reply envelope) or BRC (business reply card)?
  • Accept phone orders?
  • Order online through website or landing page?
  • Accept collect calls?
  • Will you have a toll-free phone number?
  • Will you use a 800 phone number?
  • What percentage of your orders are now by phone?
  • Will orders come any other way besides mail and phone?
  • Will you have a dedicated landing page for this offer or promotion?

Company background

 
  • What is the history of the company?
  • Any special points?
  • What about the personality of the owner?
  • Any special expertise?
  • Any points about the company or owners/managers that might have impact on sales?

Anything else?

 
  • Note any other information or points which could be useful to the copywriters and designers.
  • Include any background material that you think might be helpful.
  • Recommend additional reading material, if it is appropriate.
  • Suggest other people they might talk to.

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