client_brief_template
Send a structured client brief questionnaire to collect project goals, timeline, budget, and success criteria upfront. Prevents scope creep and ensures clear expectations before drafting a proposal.
Instructions
Generate a structured client brief questionnaire to send to a new or prospective client before starting work. Prevents scope creep and 'bad brief' problems by collecting project goals, timeline, budget, stakeholders, and success criteria upfront. Use this at the very start of an engagement — before drafting a proposal or setting a price. Does not count against your monthly draft limit. Optional: project_type (e.g. 'website redesign', 'brand identity', 'copywriting project'), client_name, your_name, include_budget_question (defaults true), format ('email' to embed in a covering email, 'doc' for a standalone questionnaire to paste into a shared doc).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| project_type | No | The type of project (e.g. 'website redesign', 'brand identity', 'copywriting', 'app development'). Helps tailor the questions to the engagement. Omit for a general-purpose brief. | |
| client_name | No | Client's first name for the email greeting | |
| your_name | No | Your name for the sign-off | |
| include_budget_question | No | Whether to include a direct budget question. Some freelancers prefer to handle budget in a call rather than upfront in writing. Defaults to true. | |
| format | No | 'email' (wraps the questionnaire in a covering email — default) or 'doc' (returns a clean standalone questionnaire to paste into Google Docs, Notion, or a PDF). |