Paytient

Creative Brief Builder

Step 1 of 4

Great work starts with a clear brief.

Answer a few questions and we'll shape them into a clear, on-brand creative brief — then hand it straight to the Brand Marketing board. The clearer the brief, the faster and better the work comes back.

Who's asking

So Brand Marketing knows who to loop in.

Your name*

Please add your name.

Paytient email*

Use your @paytient.com email.

Your department*

Pick a department.

What do you need made?

Pick the closest match — we'll only ask for details that type actually needs.

Choose a deliverable type.

The ask

This is the part that most often comes in too thin. A minute here saves a round of revisions later.

Give the request a title*

e.g. "Q3 employer LinkedIn ad — 'benefit of choice' campaign"

Give it a specific title (6+ characters).

Is this for an internal or external audience?*

External (members, employers, public)

Internal (Paytient team)

Pick one.

What's the goal of this project?*

Not the deliverable — the outcome. What should be different after this ships?

Good: "Get benefits leaders at mid-size employers to book a demo by showing Paytient lowers plan costs while employees save on care."

0 / 40 min

Add a real goal (40+ chars) — and make it more than a restatement of the deliverable.

Not sure? Say it in plain words

Tip: a strong goal names who you want to move, what you want them to do, and why it matters. (An AI rewrite can be wired in here later.)

Who's the target audience?*

Select the primary audience, then add specifics (role, segment, moment).

Pick an audience and add a line of specifics.

Which company goal(s) does this support?*

Select all that apply.

Pick at least one.

What does success look like?*

e.g. "CTR ≥ 1.2%, 40 demo requests, 3 sales-qualified leads in 30 days"

Add at least one metric or clear signal.

The work

Specs, copy, and creative direction.

Deliverables & specs*

Add each asset you need. Dimensions are always width × height.

Add at least one asset with a size.

Creative / design direction

Look, feel, references, must-haves and must-avoids.

Palette cues: Dark Purple, Cream, Orange, Yellow · e.g. "Warm portrait, human, no card imagery, logo bottom-left"

Copy & review status

Tells the team how much writing they own vs. you.

What state is the copy in?*

Final & approved — just design it

Drafted — needs QA/spellcheck

Written but not reviewed

Net-new — no copy exists yet

Pick the copy status.

Because there's no copy yet, please give a thorough content outline in the copy fields above (or in design direction) so writing can start on the right foot.

Does the final deliverable need Commerce review?*

Yes

Not sure

Pick one.

Logistics

Needed by (review date)*

Pick a realistic future date.

Priority*

Pick a priority.

Existing assets or net-new?*

Net-new — build from scratch

Reuse / adapt existing

Pick one.

Reference links (Figma, Drive, past work)

lock_openSet sharing so anyone at Paytient can view before pasting.

Does this need a kick-off meeting?*

Yes

Pick one.

Anything else?

Brief readiness

A quick check before this goes to the board. Aim for 80+.

Let's see how it looks…

Fill out the earlier steps and this will fill in.

Your brief

This is what Brand Marketing will receive.

check

Your brief is on its way

Thanks — it's been sent to the Brand Marketing board and a ticket has been created.

1Brand Marketing reviews and triages your request.
2If a kick-off is needed, someone will reach out to schedule it.
3You'll be looped in as the work progresses toward your review date.

Great work starts with a clear brief.

Who's asking

What do you need made?

The ask

The work

Speed this up with the Blog Post Review skill

Copy & review status

Logistics

Brief readiness

Let's see how it looks…

Your brief

Your brief is on its way