All example stories
Agencies / Client research & briefs

Monday’s client brief starts before Monday.

A useful client conversation starts with something specific.

Illustrative scenario. Fictional people, companies and observations; no customer result is claimed.
01 / THE MOMENT

Rohan, a fictional agency strategist

Rohan’s client asks, “What has changed in our category?” His team has collected links in several chat threads. The useful observations are there, but no one can quickly explain which page changed or when it was checked.

Research gets harder to reuse when the source and context are left behind. The next account meeting starts with another round of searching.

02 / THE WATCHLIST

A focused place to start.

  • One focused client workspace
  • Verified competitor pages for the client’s category
  • A shared review before preparing the client brief

In this example, Demo Trailwear is reviewing Demo Ridge Supply. The observations below are authored samples, not records collected from real companies.

03 / THE CLUES

What actually changed?

SAMPLE EVIDENCE 1

The campaign moves from product to occasion

ridgesupply.example/weekend
PREVIOUS CAPTURE

Technical layers for the trail

LATER CAPTURE

Pack light for the long weekend

The sample landing-page headline now centres on a use occasion.

SAMPLE EVIDENCE 2

The supporting page changes its emphasis

ridgesupply.example/collections/layers
PREVIOUS CAPTURE

Explore fabric specifications

LATER CAPTURE

Choose your weekend layer

A second sample page uses similar occasion-led wording. Both original page references stay in the brief.

04 / THE INTERPRETATION

A question worth taking further.

The wording may point to an occasion-led theme. It does not prove that the two pages belong to a single paid campaign.

Rohan separates what changed from his interpretation and adds the team’s own note. The client can inspect the same evidence before deciding whether to explore a weekend-focused creative direction.

THE EXAMPLE OUTPUT

A factual Markdown brief with page references and the agency’s interpretation.

  1. Demo Ridge Supply’s sample campaign page moved from fabric benefits to a long-weekend message. Sample evidence 1
  2. A related sample collection page now uses weekend-led wording as well. Sample evidence 2
  3. Discussion question: is there a relevant occasion our client can speak to with its own product story?

Fictional example brief. Observations are separate from the final investigation idea.

Download a blank brief template

Keep the scope in view.

A sample research workflow, not proof of an agency customer result. Client notes stay within the intended workspace access; this example does not imply public sharing links or scheduled delivery.

Check the sources for your market