Require the goals field with a minimum length
A vague 'we want a new website' tells you nothing. Set a minimum length on the Project Goals field to force clients to think through their objectives before submitting.
Free template · 12 fields included
Project Brief Form Template
Capture everything needed to scope and kick off a project — goals, target audience, budget, timeline, deliverables, and reference assets. Replace unstructured email chains with a form that gives your team context before the kickoff call.
No credit cardFree forever planCustomizable fields
Fields included
12 pre-built fields, ready to customize.
#
Field label
Type
Required
1
Your Namee.g. Jane Smith
Short text
Yes
2
Email Addresse.g. jane@company.com
Email
Yes
3
Company / Organizatione.g. Acme Inc.
Short text
No
4
Project Namee.g. Website Redesign Q3 2026
Short text
Yes
5
Project Type
Dropdown
Yes
6
Project Goalse.g. What does success look like? What are you trying to achieve?
Long text
Yes
7
Target Audiencee.g. Who is this for? Describe demographics, behaviors, or context.
Long text
No
8
Competitor / Inspiration Referencese.g. Links or names of products / brands you admire or want to differentiate from.
Long text
No
9
Budget Range
Dropdown
No
10
Desired Launch / Completion Date
Dropdown
No
11
Deliverables Expected
Checkboxes (multiple choice)
No
12
Existing Assets / Brief Documents
File upload
No
All fields are fully customizable — add, remove, or reorder after opening the template.
Use cases
Who uses this template.
Creative and digital agencies scoping client projects
Freelancers collecting requirements before quoting
Internal teams submitting project requests to design or dev
Product teams documenting feature requests from stakeholders
Best practices
How to get the most from this form.
Use deliverables as checkboxes
Pre-defined deliverable options (Design files, Developed product, Documentation, etc.) make scope discussions concrete from the first review of the brief.
Ask for competitor references
Knowing what competitors or inspiration sources a client references tells you their taste and helps you differentiate the project positioning early.
Accept multiple file formats for assets
Clients submit everything from PDFs and PowerPoints to ZIP archives. Accept broad file types to avoid blocking submissions due to format restrictions.
FAQ
Common questions.
What should a project brief form include?
A complete project brief should collect: Contact info, Project name and type, Goals and success criteria, Target audience, Competitor or inspiration references, Budget range, Timeline, Expected deliverables, and existing assets. This template includes all of these.
How does a project brief form save time?
By collecting structured requirements upfront, your team arrives at the kickoff call with a shared understanding of the project. This eliminates a discovery call dedicated entirely to gathering basic information — saving 30–60 minutes per project.
Should I require a budget range on the brief?
Yes, in most cases. Budget shapes every creative and technical decision. Collecting a range upfront (even a wide one) prevents scoping work for a project that doesn't align with your minimum. If clients are sensitive about sharing budget, make the field optional.
Can clients upload existing brand assets through this form?
Yes. The project brief template includes a file upload field that accepts PDF, DOCX, PPTX, ZIP, JPG, and PNG. Files are stored on Cloudflare R2 with 1 GB free on the free plan.
Can I use this for internal project requests too?
Yes. Internal teams (marketing submitting to design, product submitting to dev) benefit from the same structured brief. Rename 'Company' to 'Department' and adjust the budget and timeline options to match your internal workflow.
Use this template for free.
All 12 fields included. Customize and publish in minutes.
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