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Advertising Templates

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100 templates

From client briefs to campaign approvals — forms for every stage of the advertising workflow.

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Agency Operations Forms

29

Branding & Strategy Forms

27

Campaign Management Forms

28

Client Services & New Business Forms

4

Creative & Production Forms

4

Digital & Performance Forms

2

Influencer & Social Forms

3

Media Planning & Buying Forms

3

Agency Operations Forms 29

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Project Retrospective & Post-Mortem Form

Project Retrospective & Post-Mortem Form

A team retrospective and post-mortem template for reviewing a finished project — what went well, …

IT & Software Access Request Form

IT & Software Access Request Form

An IT and software access request template — request the software, systems, hardware or accounts a …

Purchase Order Request Form

Purchase Order Request Form

A purchase order request template for agencies — raise a PO against a supplier, with the items, …

Branding & Strategy Forms 27

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Brand Strategy Retainer Inquiry Form

Brand Strategy Retainer Inquiry Form

A brand strategy retainer inquiry template — explore ongoing brand support, with the days per month, …

Brand Audit Request Form

Brand Audit Request Form

A brand audit request template — scope a review of how your brand looks, sounds and performs across …

Brand Guidelines Sign-Off Form

Brand Guidelines Sign-Off Form

A brand guidelines sign-off template — record formal approval of a finished guidelines document, …

Campaign Management Forms 28

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Post-Campaign Review Form

Post-Campaign Review Form

A post-campaign review template — capture a campaign’s results and lessons after it ends: what it …

Campaign Amplification Request Form

Campaign Amplification Request Form

A campaign amplification request template — brief the boosting or extending of a piece of content, …

Seasonal Campaign Planning Form

Seasonal Campaign Planning Form

A seasonal campaign planning template — plan ahead for a key seasonal moment with the objective, …

Client Services & New Business Forms 4

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New Client Onboarding Form

New Client Onboarding Form

A new client onboarding template — set a won client up with their contacts, billing, approvals, …

RFP & Pitch Request Form

RFP & Pitch Request Form

An RFP and pitch request template — let prospects invite your agency to pitch, with the brief, …

Advertising Services Inquiry Form

Advertising Services Inquiry Form

An advertising services inquiry template — capture inbound leads with the service they want, the …

Creative & Production Forms 4

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Video Production Brief Form

Video Production Brief Form

A video production brief template — brief a video or motion project with its concept, format, where …

Creative Revision & Amends Request Form

Creative Revision & Amends Request Form

A creative revision and amends request template — capture change requests on creative with specific …

Creative Asset Request Form

Creative Asset Request Form

A creative asset request template — capture requests for new creative assets with the type, formats, …

Digital & Performance Forms 2

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Paid Social Campaign Brief Form

Paid Social Campaign Brief Form

A paid social campaign brief template — brief a paid social campaign across Meta, TikTok, LinkedIn …

PPC & Paid Search Campaign Brief Form

PPC & Paid Search Campaign Brief Form

A PPC and paid search brief template — capture what it takes to build a converting paid search …

Influencer & Social Forms 3

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Influencer Application & Media Kit Form

Influencer Application & Media Kit Form

An influencer application and media kit template — let creators apply to work with a brand and share …

Influencer Campaign Brief Form

Influencer Campaign Brief Form

An influencer campaign brief template — line up the right creators with a clear goal, deliverables, …

Influencer Onboarding Form

Influencer Onboarding Form

An influencer onboarding template — bring new creators on board with their platforms, audience, …

Media Planning & Buying Forms 3

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Insertion Order Form

Insertion Order Form

An insertion order template — formally book media by confirming the placements, dates, rates and …

Media Plan Request Form

Media Plan Request Form

A media plan request template — give planners the objectives, budget, audience and channels they …

Media Buying Request Form

Media Buying Request Form

A media buying request template — submit a media buy with the objective, budget, channels, dates and …