CLIENT PROJECT BRIEF — BLANK TEMPLATE

Project
[Project name and client]

Goal and audience
[What should change, for whom, and why now?]

Success criteria
[What will the client review or measure before accepting the work?]

Requested deliverables
[List the outputs, quantities and revision rounds to confirm.]

Budget, timing and dependencies
[Budget range, target date, assets and access needed. Mark unconfirmed items.]

Decision owner
[Who approves scope and deliverables? Who else gives feedback?]

Out of scope
[List work that requires a separate agreement.]

Open questions
[What must be answered before pricing or starting the work?]

Next step
[Action, owner and due date to confirm.]

OPTIONAL VOICE PROMPT
Tell us what you want to achieve, who it is for, why now, and what would make this project successful. Explain your constraints, who approves the work, what you already have, and what should stay outside the scope. Flag anything you are unsure about.

Review this draft with the client before agreeing scope, price or dates.
Free resource by VocalJet: https://vocaljet.com/client-intake-template-for-agencies