Everything you need for agency intro calls
Prep your questions
Agency Capabilities
Deliverables + Budget
The Partnership
Review meeting agenda
Tips for a successful meeting
Test Your Tech
Make sure your Zoom account is updated, your laptop is charged and your internet connection is strong.
Be Polished + Professional
First impressions count! Be on time, prepared and in front of a laptop or desktop.
Set Context
Share any details that may not be included in your project scope or known by the agencies.
Align on Vision
Be clear about what success means to your team and what you expect from this partnership.
Ask Questions
Get into the details and ask about the agencies, their approach, their teams and their workflow.
Clear Next Steps
Discuss next steps and make sure you know what to expect following your meetings.
Frequently asked questions
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.
What if I need to reschedule a call?
If you need to reschedule an agency intro — no worries! Sign into your Breef Dashboard to update your availability and the agency will reschedule their 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 materials and coordinate follow-up calls as you work towards your decision!
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.
We’re here to help
