Client Brief Template

What this resource helps with

This resource turns a common freelance workflow into a reusable asset. Use it to reduce blank-page time, clarify client expectations, and make your process easier to repeat.

How to use it

1. Download the file and make a copy for your own business.
2. Replace generic fields with real client, project, and scope details.
3. Remove anything that does not apply to your service.
4. Review all pricing, legal, and client-facing language before sending.

Preview

# Client Brief Template

## Project

## Primary Goal

## Target Audience

## Business Context

## Deliverables Requested

## Constraints

Completed example

# Completed Client Brief Example

## Project
Three-email welcome sequence for a career coach.

## Primary Goal
Turn new newsletter subscribers into booked discovery calls.

## Target Audience
Mid-career professionals considering a job change.

## Constraints
- Timeline: 10 business days
- Voice: warm, direct, practical
- Must connect to existing booking page

## Open Questions
1. What offer should the final email lead to?
2. Are there testimonials we can reference?
3. What objections do prospects usually mention?

Download Completed Example

Pair this with

• Related SoloFlow AI tool
• Related guide