What to put in a conversion brief before you email us

A useful brief answers four questions: which decision will change if the review is clear, which channels are in scope, which dates define the window, and who can unlock exports within a day.

Attach sample header rows from each export. If SKU IDs do not match across social and order files, say so early — aligning identifiers is work, and it belongs on the estimate.

Finally, name the audience for the final boards. A creator briefing needs different callouts than a finance check-in. We design the pack once; telling us the room in advance avoids a rewrite after the readout.