Creative briefs that turn into plans.

Write a brief that names the product and describes the audience in plain English: the roles, industries and regions you are aiming at. Once it is approved, the plan is built straight from it.

BlueprintC-suite demo driveApprovedLet it plan
RoleNamedno guessing
IndustryNamedno guessing
RegionNamedno guessing
The planFollowsno re-brief
Design the blueprint, then let it be planned.
A sentenceThe audience reads as English, not as a row of filter chips

C-suite in accounting and healthcare services, at businesses in all industries, in the United Arab Emirates. Structured targeting, written so somebody can disagree with it before any money is spent.

The drawing board

What's on a brief.

Every brief shows a status, a title, the product it sells and the audience it is written for. Approved briefs are ready to plan. Drafts stay clearly marked as drafts, even the ones with no product chosen yet.

NearSyncMarketingBlueprintsSearch, plan and askKAll hubs
The Drawing Board

Design a sharp creative blueprint, then let NearSync plan it.

DesignerLibrary
ApprovedProjects HQ campaignNearSync Standard

VP, Director and Manager in business development and community services, at professional and financial services businesses, in all regions.

ApprovedC-suite demo driveNearSync Standard

C-suite in accounting and healthcare services, at businesses in all industries, in the United Arab Emirates.

DraftUntitled briefNo product yet

Adults 25 to 44 of all genders in all regions, who care about broad interests.

DraftRetention winbackNearSync Advanced

Existing customers with no activity in ninety days, in all regions.

DraftUntitled briefNo product yet

Adults 25 to 44 of all genders in all regions, who care about broad interests.

ApprovedPartner referral pushNearSync Starter

Operations and finance leads at accounting practices, in the United Arab Emirates and Saudi Arabia.

Audiences written in plain English.

The audience

Describe exactly who the work is for.

Each brief spells out the roles, industries and regions it targets, in words anyone can read and question before money is spent.

  • Name the product the brief sells
  • Describe the roles you are aiming at
  • Set the industries and regions it targets
  • Read the whole audience back as one plain sentence
  • Approve the brief and plan the work straight from it
C-suite demo driveApproved
RoleC-suite
IndustryAccounting, healthcare
RegionUnited Arab Emirates
Then
NearSyncPlans it
The planFollows the brief
Re-briefingNot needed
Written, not filtereda sentence can be argued with; a set of chips cannot
Ideas and drafts

Start with an idea, finish with a brief.

Jot an idea down here and turn it into a brief when it is ready. Drafts keep their draft status, so nobody plans from an unfinished one by accident.

  • See at a glance whether a brief is a draft or approved
  • Keep unfinished briefs in view instead of losing them
  • Capture an idea and turn it into a brief
  • Browse everything in one library
  • Send an approved brief to be planned
The libraryAll of them
ApprovedReady to plan
DraftStill yours
No product yetSaid plainly
Where ideas start
A noteBecomes a brief
A briefBecomes a plan
Sticky notesNot needed
A board full of draftsis worth seeing, which is why it is not hidden
Your contacts

Count the people in your own contacts who match.

As you describe the audience, a running count shows how many of your contacts fit it. Narrow it by lifecycle stage, by whether they have an open deal or already bought, by what they have spent and by when you last heard from them. You know the size of the audience before you commit a budget to it.

Match your contacts
Lifecycle stageYour own
DealsOpen, won or lost
Opted in onlyYour call
The count moves as you narrow it
The numbers

Set the goal, the dates and the budget on the brief itself.

A brief names what it is trying to do, the measure it will be judged on and the number to hit, along with the dates it runs between and the money behind it. The creative choices sit there too: video, reel or post, and the tone, picked from the tones in your brand guide.

On every brief
Measured onQualified leads
RunsA dated window
ToneFrom your brand
Agreed before anything is made
Before you plan

See how finished a brief is and what is still missing.

Eight parts make up a brief, from the product to the storyboard, and the brief keeps score as you fill them in. Four of them have to be there before it can be planned, and if one is not, it is named for you: the product, the objective, an audience or the budget.

How complete
Parts of a briefEight
Required to planFour
What is missingNamed
You find out before you hand it over

Access

Who can do what.

Anyone in marketing can write a brief or capture an idea. Approving one commits the team to making the work, so that step belongs to whoever owns the plan.

See

Browse the library and read every brief.

Do

Write briefs and capture ideas.

Manage

Approve briefs and send them to be planned.

Admin

Decide what every brief must include.

Admin is the highest role and is not limited by these controls, so keep it to the small group that genuinely needs it.

One brief, start to finish

A brief written in plain English, then planned from it.

Follow one brief from a rough idea to an approved plan. Because the audience was written in plain English, a colleague spotted the wrong region before anything was made or any money was spent.

It starts as a quick note, kept in the same place as the briefs so it does not get lost.

Marketing guides

See Marketing on your own data.

Half an hour on your own campaigns, with the deals they sourced attached to them.