Templates - Template - 1 minute read
Outbound campaign brief
Give Fraser the context required to build a campaign without guessing.
Published by Fraser, which provides a managed AI SDR service.
Use the template
Copy or download a blank version to fill in yourself, or a completed example built from a fictional company with sample data, for reference only.
Blank version
OUTBOUND CAMPAIGN BRIEF (blank) Outcome and target market: Ideal customer and excluded accounts: Offer and reason to care now: Approved evidence: Channels (email / LinkedIn / phone / forms): Approval level and daily limits: Booking link and CRM requirements: APPROVAL CHECKLIST [ ] Audience reviewed [ ] Claims supported [ ] Sender or caller authorised [ ] Follow-up cadence approved [ ] Opt-out and suppression rules active [ ] Success measures defined
Completed example (fictional company, sample data)
OUTBOUND CAMPAIGN BRIEF (completed example - fictional company, sample data) Outcome and target market: Book 10 discovery calls/month with UK logistics finance leaders Ideal customer and excluded accounts: 50-500 staff logistics or freight companies; excluded: existing customers, competitors Offer and reason to care now: Reduce month-end reporting time; triggered by recent finance-team hiring Approved evidence: customer case study, product one-pager Channels (email / LinkedIn / phone / forms): Email + LinkedIn Approval level and daily limits: Manager approval required for first touch; 40 emails/day Booking link and CRM requirements: calendly.com/example, log to HubSpot pipeline "Q1 Logistics" APPROVAL CHECKLIST [x] Audience reviewed [x] Claims supported [x] Sender or caller authorised [x] Follow-up cadence approved [x] Opt-out and suppression rules active [x] Success measures defined
Campaign inputs
- Outcome and target market
- Ideal customer and excluded accounts
- Offer and reason to care now
- Approved evidence
- Email, LinkedIn, phone or forms
- Approval level and daily limits
- Booking link and CRM requirements
Approval checklist
- Audience reviewed
- Claims supported
- Sender or caller authorised
- Follow-up cadence approved
- Opt-out and suppression rules active
- Success measures defined
Frequently asked questions
- Can Fraser fill gaps in the brief?
- Fraser can research and recommend, but it labels assumptions and asks before using material facts externally.
Give Fraser the brief
Share this structure with our team. We use Fraser to set up and run the agreed programme for you.