Brief template

What it is#

A brief template is a pre-built structure that the agency configures once and then re-uses for every period and every client. The template defines:

• Sections — what content blocks appear, in what order
• Live data tokens — which metrics auto-populate from connected sources
• Approval flow — which reviewers need to sign off, in what order
• Schedule — when the brief renders + delivers
• Branding rules — what the client-side branding looks like

Templates compose. A monthly performance template can inherit from a base "agency style" template and override only what's different.

Why templates matter#

The biggest mistake agencies make with reporting is re-creating the same brief from scratch every month. This is wasted work and a source of inconsistency.

Templating means:

• The structure is set once, signed off once
• Every client gets a consistent experience
• New team members can ship a polished brief day-one
• Variation lives in the content, not the structure

Template scopes#

SendBriefs supports three template scopes:

1. Workspace template: the master template used by all clients on the workspace
2. Tier template: different templates for different client tiers (small / mid / strategic)
3. Per-client override: a specific client gets a custom variation of an inherited template

Most agencies need 2–4 templates total to cover their entire client roster.

In SendBriefs specifically#

Browse the templates gallery for concrete examples: monthly performance, quarterly business review, weekly status, paid-media report, SEO performance, brand health. Use any of them as-is or as a starting point for your own.