Client Brief2 minute read
Client brief template.
Get the information you need before the work starts. This template covers audience, message, deliverables, constraints, and the questions still waiting for an answer.
Copy the template
## Client Brief Template **Client:** [Client name] **Project:** [Project name] **Date:** [Date] **Prepared by:** [Your name] ### Background Brief context about the client, the project, and why it matters. ### Audience Who this is for. Include demographics, pain points, and what they care about. ### Message The one thing you want the audience to remember. ### Deliverables - [Deliverable 1 with format and specs] - [Deliverable 2 with format and specs] - [Deliverable 3 with format and specs] ### Timeline - **Kickoff:** [Date] - **First draft:** [Date] - **Review deadline:** [Date] - **Final delivery:** [Date] ### Budget [Budget amount or "See attached proposal"] ### Brand guidelines [Link to brand guidelines or key constraints] ### Open questions 1. [Question 1] 2. [Question 2] 3. [Question 3] ### Next steps - [ ] [Next step 1 with owner] - [ ] [Next step 2 with owner] - [ ] [Next step 3 with owner]
Questions & answers
What should a client brief include?
Audience, message, deliverables, timeline, budget, brand guidelines, open questions, and next steps.
When should I send the brief?
Before the work starts. Use it to confirm you and the client agree on scope, audience, and timeline.
Can AI write my client brief?
An AI assistant can draft it from the kickoff call notes or the proposal. Geniusly prepares it in Slack for your review.
How detailed should it be?
Detailed enough that someone new to the project could understand the goal and constraints. Usually one or two pages.
Meet your next teammate
Your agent.
Where you already chat.
Get work done in Slack, WhatsApp, or text. Start with your workspace, then keep the conversation going wherever you are.