Client Brief Template – Editable Pre-Project Intake Form for Agencies and Freelancers

Start every project with clarity using this professional Client Brief Template.
This editable Word form is designed to help agencies, freelancers, and consultants gather all the critical information from a client before work begins. With clearly structured sections, it minimizes back-and-forth emails, avoids misunderstandings, and sets expectations from day one.

The template includes fields for client contact, project scope, goals, deliverables, audience, deadlines, and budget — all in a clean, professional format that reinforces your credibility.

Key Features:

• Editable in Microsoft Word (.docx)

• Sections for objectives, timeline, budget, audience, and expectations

• Helps align project goals and reduce revision cycles

• Suitable for designers, marketers, developers, consultants, and more

• Includes legal disclaimer in the footer

Begin every client engagement with the right questions — download and customize this brief template today.