Client Project Brief Form

Who this template is for

Client Project Brief Form is built for studios, freelancers and creative agencies who need to brief a project properly before work starts.

• Studios, freelancers and creative agencies working in creative, design & media.
• Teams who need to brief a project properly before work starts without writing code or paying for a custom build.
• Anyone replacing scope creep caused by an incomplete brief with one structured record per enquiry.
• Respondents are clients and collaborators — the form asks them 17 questions across 3 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of scope creep caused by an incomplete brief and turns each submission into a record your team can act on immediately.

• 14 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It pins the request to a specific date.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Client Project Brief Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

• Features advanced show logic: if “Payment schedule” is Milestone-based, the form dynamically exposes “Milestone payment breakdown”. Otherwise that question never appears.
• Features advanced show logic: if “Status” is Approved, the form dynamically exposes “Approved by”. Otherwise that question never appears.
• Features advanced show logic: if “Revision rounds included” is greater than 0, the form dynamically exposes “Cost of additional revision rounds (USD)”. Otherwise that question never appears.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.