# B2B marketing support: a brief for comparing proposals

Blank working document by Rudi Jantos. Use it to compare the actual work proposed by an independent practitioner, agency or internal role. It is not a completed client brief or a scoring model. No signup or paid tool required.

## The business question

- What needs to change:
- Current offer, audience and market:
- What is already running:
- What we know, with source and period:
- What remains unknown:

## Responsibilities and capacity

- Named company sponsor and decision owner:
- Who defines priorities:
- Who delivers each agreed change:
- Who reviews results and sales feedback:
- Time, skills and help available internally:
- Time and capacity proposed by the provider / role:
- Decisions delegated and approvals needed:

## Delivery and boundaries

- First output to deliver:
- Evidence used to accept that output:
- Dependencies, access and permissions needed:
- Exclusions from this scope:
- Fee / employment cost proposal:
- Media, software, production and other costs stated separately:
- Internal work required alongside the proposal:
- Documentation, account access and handover:

## Compare the same first decision

Give each candidate or provider the same business question, evidence, constraints and deadline.

- Decision due and date:
- Internal capacity available before that date:
- Work to leave for later:

| Proposal | First output and delivery owner | Internal help needed and by when | Evidence available by the review | If an assumption fails |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |
| | | | | |

## Evidence and review

- Relevant work example and the person's actual contribution:
- Example is client work / own implementation / illustrative:
- Claimed result, metric definition, starting point and period:
- Limits or unresolved evidence:
- Date and criterion for reviewing the work:
- What would change the scope or chosen model:

Use links to appropriately restricted evidence; avoid copying customer or candidate personal data into a shared comparison document. A proposed output and a promised outcome are different commitments.

Guide: https://rjantos.com/resources/marketing-consultant-agency-in-house/
Services: https://rjantos.com/services/