Creative + Brand
Digital Marketing
Comms + Campaigns
Web + Technology
Everything you need for agency intro calls
Follow these steps to prepare for successful agency intros on Breef.
1. Review meeting agenda
Here’s what to cover during your agency calls.
1. Welcome + Intros
Set the tone for the call — exchange intros and outline what you’ll discuss.
2. The Project
Discuss the immediate project and align on budget, timing and goals.
3. The Partnership
Set expectations and share what a working relationship would look like.
4. Next Steps
Open the conversation for questions and discuss next steps.
2. Download: Your guide to agency intro calls
2. Download: Your guide to agency intro calls
Download and review our call guide ahead of your agency intros.
Download: Intro Call Prep
Our guide will help you prep — so you can make the most of each agency call.
Pre-call checklist
Questions to consider
Best practices + more
3. Prep your questions
Here are questions to consider — to ensure a perfect agency match.
Agency Capabilities
- Have you worked with brands in our industry?
- What makes your agency stand out?
- What are your core capabilities?
Deliverables + Budget
- What are the deliverables within your estimate?
- What does your timeline look like?
- Can we craft a scope that fits into our ideal budget?
The Partnership
- Who will be our primary point of contact?
- When are you able to get started?
- What are next steps?
Tips for a successful meeting
Things to keep in mind during (and after) your agency calls.
Test Your Tech
Make sure your Zoom account is updated and your internet connection is strong.
Be Polished + Professional
First impressions count! Be on time, prepared and in front of a laptop or desktop.
Always ‘Intro’
Share any details that may not be included in your project scope or known by the agencies.
Align on Vision
Be sure the agencies have a clear understanding of what success means for your project.
Ask Questions
Get into the details and try to learn as much as you can about the agencies + their approach.
Clear Next Steps
Discuss next steps and make sure you know what to expect following your meetings.
Test Your Tech
Make sure your Zoom account is updated and your internet connection is strong.
Be Polished + Professional
First impressions count! Be on time, prepared and in front on a laptop or desktop.
Always ‘Intro’
Share any details that may not be included in your project scope or known by the agencies.
Align on Vision
Be sure the agencies have a clear understanding of what success means for your project.
Ask Questions
Get into the details and try to learn as much as you can about the agencies + their approach.
Clear Next Steps
Discuss next steps and make sure you know what to expect following your meetings.
Frequently asked questions
Here are some common questions to help you prepare for intro calls.
How long is each agency call?
Each call is scheduled for 45 minutes. This gives your teams enough time to get to know one another and dive deeper into the details of your project.
Do I need to prepare anything?
Make sure to review your agency pitches, the meeting agenda, and Breef’s Intro Call Overview ahead of your calls. Come prepared with any questions you'd like to ask the agencies.
What if I need to reschedule a call?
Sign into your Breef Dashboard to update your availability — the agency will reschedule the Intro Call accordingly.
Will the Breef Team be present on the call?
The Breef Team will not be present on your intro calls. We'll check in after to hear how it went and share next steps!
What can I expect after the call?
Your shortlisted agencies will follow up with next steps based on your discussions. We're here to help request any revised proposals and coordinate follow-up calls as you work towards your decision!
More Q’s? We’ve got you.
Please reach out with any questions. We’re here to support at every step!
