What information you should give an immersive technology agency

1. The essentials from first contact

• What you want to achieve and why now.
• Who you are addressing.
• When you need it and why that date.
• How much you can invest (even if it is a range).
• What you have tried before and what results it had.

With that, a serious agency can guide you in a first conversation.

2. Business information

• Sector, products and value proposition.
• Competitors and differentiators.
• Seasonality and commercial calendar.
• Sales, marketing or training objectives.
• Problems you want to solve (returns, low conversion, accidents, costs).

3. Audience and context of use

• User profile and digital level.
• Where and when they will use the experience.
• Devices available.
• Languages and markets.
• Accessibility.

4. Content and materials

Tell them what you have and in what state:

If you do not have something, say so: the agency will include producing it.

5. Technical requirements

• Platforms and browsers.
• Integrations with CRM, shop, LMS or analytics.
• IT security policies.
• Hosting: on your servers or the agency's?
• Hardware available.

6. Legal and privacy requirements

• Data protection and consents.
• Terms of promotions or prize draws.
• Rights to images, music and brands.
• Sector regulations (health, safety, advertising).
• Confidentiality agreements.

7. Timescales and decision process

• Launch date and deadline for content approval.
• Who decides and how long they will take.
• Whether there are supplier approval processes.
• Meeting schedule.

8. Budget

• Range or ceiling.
• What it includes (production, hardware, promotion, staff).
• Possibility of phases.

Sharing it avoids proposals that fall outside the frame and lets the agency adjust the scope.

9. Measurement and success

• KPI and starting values.
• How the data will be collected.
• What reports are expected.
• What decisions will be taken with the results.

10. Access and logistics

• Access to installations (to film or scan).
• Technical contact.
• Platform credentials (with care, always through secure channels).
• Delivery of materials (shared folder).

What you should ask the agency for

• Detailed scope and what it does not include.
• Team, roles and experience in similar projects.
• Timescales, milestones and dependencies.
• Ownership of the content and the code.
• Maintenance and support.
• Foreseen risks and how they are managed.
• References and cases.

When to share confidential information

Sign a confidentiality agreement (NDA) before handing over plans, designs or sensitive data. A professional agency will understand and will propose it if you do not.