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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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Best For
Creative Agencies Consultants Marketing Teams Web Studios Project Teams
Includes
Written answers Date and time fields Choice fields Contact details

Introductory content; no answers are collected on this page.

  • Project name Short answer Required
  • Background and current situation Long answer Required
  • Problem or opportunity Long answer Required
  • Primary objective Long answer Required

  • Intended audience or users Long answer Required
  • Expected deliverables Long answer Required
  • Out-of-scope items Long answer
  • Success measures Long answer Required

  • 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

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  1. Customize the Content

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  2. Review the Questions

    Keep only the information you need, confirm required fields, and review options, limits, and consent text.

  3. Test the Experience

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