Use one brief across the team
Sales, design, content, and advertising can give customers different messages when they work from different instructions. A shared brief should explain the audience, offer, evidence, and next action in plain language. Explain why a change was made, not just when it happened.
Separate new subscribers, recent customers, and inactive contacts where the data supports it. A useful message follows what the reader needs next. Give the team a clear route for questions and corrections.
Make the plan fit your market
Confirm which parts of Philadelphia your business actually serves, whether customers visit or request delivery, and when staff can respond. Use your own inquiry history to choose service areas; city population alone does not show demand. Base local references on service coverage and customer needs, not invented examples.
State who the offer is for, what is included, and what happens after someone contacts you. A lower price cannot fix an unclear service or a slow response. Agree a secure handover process for accounts and source files.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities