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The 11-question client brief

Fill it in during the kickoff call or send the questions to your client.

  1. 1Answer the questions
  2. 2Download the note or the PDF
  3. 3File it in your vault

What are we making, and why now?

What should this project change for your business? How will you know it worked?

Who is it for? What do they come to find or do?

Which pages, screens, features or assets do you expect?

Who provides the text, photos and videos, and when will they be ready?

Do you have a logo, colors, fonts or brand guidelines? Please attach them.

Three sites or products you like, and what you like about each. Three you dislike, and why.

Current platform, hosting, domain, integrations, languages.

What range have you set aside for this project?

Ideal launch date, and any fixed deadline behind it.

Who gives feedback, and who gives the final approval?

Frequently asked questions

What is a client brief?

The document that sets out what the client expects before a project starts: goals, audience, scope, content, budget, timeline and who decides. It is the basis for your quote, then the reference when a request goes beyond the scope.

When should I send it?

Before you quote. Fill it in during the kickoff call, or email the questions with the button on this page and copy the answers here.

Do I need Obsidian?

No. The PDF can be shared as it is. The Markdown note opens in Obsidian, and in Brievora it is filed with its project.

In Brievora, the brief is linked to its project and client, and the Briefs view shows the ones still waiting for an answer. See Brievora

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