Key Takeaways
- A clear brief leads to better creative outcomes and fewer revisions
- Strong video briefs focus on objectives, audience and distribution
- Including context helps video agencies deliver more strategic ideas
- Planning video packages upfront improves efficiency and consistency
- A well-written brief saves time, budget and internal effort
Briefing a video agency can feel deceptively simple. Many marketing teams assume that if they explain what they want to film, the creative outcome will take care of itself. In practice, unclear or incomplete briefs are one of the most common reasons video projects fall short of expectations.
For Australian tech and fintech companies, video plays an increasingly important role across marketing, sales, investor relations and internal communication. Getting the brief right is critical to ensuring the final content delivers real value rather than just looking polished.
In 2026, the most effective video projects begin with structured, strategic briefs that give agencies the clarity they need to produce creative work with impact.
Why a Strong Video Brief Matters
A video brief is more than a set of instructions. It provides the strategic foundation for the entire project. When a brief is clear, agencies can focus their energy on creativity, storytelling and execution rather than filling in gaps or second-guessing objectives.
A strong brief helps:
- align internal stakeholders
- reduce unnecessary revisions
- control production costs
- improve creative outcomes
- ensure videos support broader marketing goals
For tech and fintech companies working with complex products or regulated messaging, clarity at the briefing stage also reduces risk and compliance issues later in the process.
Start With the Objective, Not the Format
One of the most common mistakes marketing teams make is leading with the video format. For example, asking for “a corporate video” or “a promotional video” without clearly defining the purpose.
Before discussing style or format, the brief should clearly answer:
- What is the goal of this video?
- What action do we want viewers to take?
- How will success be measured?
Objectives may include:
- generating leads
- supporting a product launch
- educating customers
- building brand credibility
- updating investors
- supporting internal training
When objectives are clear, the agency can recommend the most effective video approach rather than defaulting to a standard format.
Define the Target Audience Clearly
Effective video communication depends on relevance. A brief should clearly define who the video is for.
For tech and fintech companies, audiences may include:
- founders and executives
- CFOs or finance teams
- operations managers
- IT decision-makers
- investors
- existing customers
- internal staff
Each audience requires a different tone, level of detail and storytelling approach. A video designed for enterprise buyers will look and sound very different to one targeting early-stage start-ups or internal teams.
The more specific the audience description, the more targeted and effective the video will be.
Provide Context Around Your Brand and Product
Agencies produce better work when they understand the broader context of your business. A strong brief includes background information such as:
- what your company does
- what problem your product solves
- how you are positioned in the market
- who your competitors are
- what makes your offering different
For fintech and enterprise tech, this context is particularly important because products are often complex and differentiation may not be immediately obvious.
Sharing existing marketing materials, brand guidelines and previous video examples can also help align expectations early.
Explain Where the Video Will Be Used
Distribution is a critical part of video success. A brief should clearly outline where the video will live and how it will be used.
Common distribution channels include:
- websites and landing pages
- LinkedIn and paid social
- email campaigns
- sales presentations
- investor updates
- internal portals
Videos designed for LinkedIn, for example, require different pacing and formatting compared to videos designed for website homepages or boardroom presentations.
By understanding distribution upfront, the agency can design the video accordingly.
Consider Video Packages, Not Just Single Videos
In 2026, many Australian tech and fintech companies are moving away from one-off video projects and towards video packages.
A video package may include:
- a hero or promotional video
- shorter cut-down versions
- snippet videos for social media
- interview clips
- alternate edits for different audiences
Briefing your agency on the full scope of content you need allows them to plan shoots more efficiently and capture more value from each production day.
This approach often delivers better ROI and more consistent messaging across campaigns.
Be Clear About Constraints
Transparency helps agencies work within realistic boundaries. A good brief outlines:
- timelines and deadlines
- budget range
- compliance considerations
- internal approval processes
For regulated industries such as fintech, early clarity around legal review and approvals is especially important.
Providing this information upfront helps avoid delays and ensures smoother project delivery.
Allow Space for Creative Input
While structure is essential, a strong brief should still leave room for creative interpretation. Agencies bring value through their experience and perspective.
Rather than dictating exactly how the video should look, focus on outcomes and allow the agency to propose ideas, formats or storytelling approaches that best support your objectives.
This balance between clarity and flexibility often produces the strongest creative results.
Final thoughts
Briefing a video agency effectively is one of the most important steps in achieving a successful outcome. For Australian tech and fintech marketing teams, a clear, strategic brief leads to stronger creative ideas, smoother production and better return on investment.
By focusing on objectives, audience, context and distribution, and by considering video packages rather than single assets, companies can unlock far greater value from their video content.
Since 2005 Rocket has been trusted by some of the world’s largest companies to produce outstanding video content, animation and television commercials. We work with clients across a range of industries, including Technology and Financial Services and can help you from script to screen and everything in-between. Contact us today to discuss your next video production.