Omnichannel Marketing Strategy Project Brief

Planning an omnichannel marketing campaign requires coordination across multiple touchpoints, consistent messaging, and clear performance goals. This Omnichannel Marketing Strategy Project Brief template helps marketing teams, agencies, and brand managers create a detailed foundation for campaigns that deliver cohesive customer experiences across digital and traditional channels.

Whether you're launching a product, running a seasonal campaign, or building long-term brand awareness, this template captures everything from channel strategy and customer journey stages to attribution requirements and success metrics. It's designed for marketing directors, campaign managers, and agency teams who need to align stakeholders, document strategy, and set clear expectations before execution begins.

Paperform makes it easy to customize this brief to match your brand and workflow. The doc-style editor lets you add your logo, adjust questions, and apply conditional logic so different campaign types reveal relevant sections. Connect submissions to your project management tools like Asana, Monday.com, or Notion through Stepper (stepper.io) to automatically create project boards, assign tasks, and notify your team when a new brief is submitted.

With built-in calculation fields for budget allocation and AI Insights to analyze patterns across multiple briefs, Paperform helps marketing teams work faster and smarter—turning strategic thinking into actionable campaigns without the usual document shuffle.