Agency Creative Brief Approval Form

Streamline Your Agency's Creative Brief Approval Process

For marketing agencies, advertising firms, and creative studios, getting creative briefs approved quickly and clearly is essential to keeping projects on track. This Agency Creative Brief Approval Form gives your team a structured way to submit project scope, deliverables, timelines, budgets, and client requirements—all in one place—so your creative director or project lead can review, provide feedback, and sign off without endless email threads or missed details.

Built for agency workflows that move fast

Whether you're pitching a new campaign, kicking off a brand refresh, or scoping out a content series, this template captures everything your creative director needs to greenlight the project: client background, target audience, key messages, deliverable types, deadlines, budget breakdown, and any special considerations. Conditional logic ensures the right questions appear based on project type, and the built-in signature field gives you a clear approval trail for each brief.

Once a brief is submitted, you can use Stepper to route the approval to the right stakeholders, notify your project management tool, and automatically kick off next steps—like creating tasks in Asana, updating client records in your CRM, or sending a confirmation to the account team. No more wondering if the brief was seen or signed; everything is logged and ready to move forward.

Perfect for agencies, studios, and in-house creative teams

This form is ideal for marketing agencies, design studios, social media teams, content creators, and in-house creative departments that need to formalize the handoff between strategy and execution. It's especially useful for teams managing multiple clients or campaigns at once, where clarity and accountability are non-negotiable.

Because Paperform integrates seamlessly with tools like Slack, Notion, HubSpot, and Monday.com, your approved briefs can flow straight into your existing workflow—keeping everyone aligned and reducing the risk of scope creep or miscommunication.

Why use Paperform for creative brief approvals?

Paperform's doc-style editor makes it easy to design a brief approval form that feels on-brand and professional, not like a generic survey. You can add your agency's logo, use custom fonts and colors, include example images or mood boards, and structure the form to match your internal process. The signature field and conditional logic ensure each brief is complete and accountable, while integrations and Stepper workflows handle the routing and follow-up automatically.

Whether you're a freelancer managing your first retainer client or a full-service agency coordinating teams across accounts, this template helps you move from brief to execution with confidence—and without the back-and-forth.