Client Intake & Projects
Free Template
Project Brief Form
Use this free project brief form template to collect project background, objectives, audiences, deliverables, exclusions, timelines, budgets, and contacts.
- Pages
- 4 + Confirmation
- Fields
- 14
- Structure
- Multi-Page
- Compatibility
- Free and Pro
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Inside This Template
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- Best For
- Creative Agencies Consultants Marketing Teams Web Studios Project Teams
- Includes
- Written answers Date and time fields Choice fields Contact details
Project Brief
Intro page
Introductory content; no answers are collected on this page.
Project Overview
4 fields
- Project name Short answer Required
- Background and current situation Long answer Required
- Problem or opportunity Long answer Required
- Primary objective Long answer Required
Scope and Audience
4 fields
- Intended audience or users Long answer Required
- Expected deliverables Long answer Required
- Out-of-scope items Long answer
- Success measures Long answer Required
Logistics and Contact
6 fields
- Preferred start date Date
- Target completion date Date
- Estimated budget range Single choice Required
- Primary contact Short answer Required
- Contact email Email Required
- Additional context Long answer
Submission Received Confirmation ending
Shown after a successful form submission.
Before You Publish
Three quick checks help make the copied template ready for your audience.
-
Define Scope and Success
Adapt the prompts for deliverables, out-of-scope work and success measures to your projects. Use examples that help clients describe what should be delivered and how they will assess it.
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Prepare the Project Handoff
Review budget bands and currency, keeping an option for undecided budgets. Decide who reviews the brief and agrees the scope, dates and next steps with the primary contact.
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Test a Complete Brief
Publish the form and describe a sample project on a phone, including deliverables, exclusions, dates and contact details. Submit it and check the brief in Responses.
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