Situations· Document Protection
Send the pitch brief under an NDA, and end access for the agencies you do not pick.
In short
A pitch brief sent to several agencies stays with all of them, including the ones that lose. Share it as a protected file behind an NDA instead: each agency verifies its email and signs before opening, and the sender ends access for the agencies it does not select.
A good brief says who the campaign is for, what it must achieve, what it can spend, when it launches and who you are up against. That is the whole plan in a few pages.
To get strong ideas you send it to several agencies at the same time, and each of them reads it closely.
A brief sent as an attachment stays with every agency that received it. The one you pick gets to work. The other three keep your strategy, your budget range and your launch date, in a folder you do not control.
Some of those agencies also work with companies close to yours. Nobody has to behave badly for this to matter. A brief that is easy to reread is easy to reuse.
With a protected share, the NDA comes before the brief. Each agency verifies its email, reads the agreement, types its name and agrees, and only then does the brief open. You receive the signed record.
If your legal team has its own NDA, you can upload it instead of using a standard one. When the pitch is decided, you end access for the agencies you did not select.
It should not. Agencies are used to signing an NDA before a pitch, and the brief opens in the browser with nothing to install.
It protects the files, not what a person remembers from reading them. The NDA is still what carries that obligation. What changes is that the brief itself no longer stays with an agency that lost.
The brief becomes a protected share behind an NDA. Each agency verifies its email, signs, and then opens the brief. The sender gets the signed record.
When an agency is not selected, the sender ends that agency’s access. The NDA still carries the legal obligation, and the files no longer rely on the agency remembering to delete them.
Answers
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