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BUSINESS / PRACTICAL GUIDE

Write a client brief that makes the next decision easier.

A useful client brief turns a conversation into a shared description of the work. It should help you recognize what is ready to begin, what needs an answer, and what completion will look like.

Begin with the intended result

Ask what the client wants the work to help someone do. A brochure, a website update, and a research summary are deliverables; the reason for creating them is the outcome. Record both. For example, a brochure might help a customer understand three service options before making an inquiry. That purpose guides the information the brochure needs.

Name the deliverable precisely

Write the format, quantity, and expected level of completion. “A brochure” leaves questions open. “One two-page PDF brochure using approved text and images” gives the project a clearer boundary. Record any source files or alternate formats separately. If a detail is still unknown, label it as a question instead of quietly treating it as agreed.

Connect client inputs to dates

List the material the client must provide, who supplies it, and when you need it. A target delivery date may depend on receiving approved text or access to an existing file. Make that dependency visible. If the input arrives late or changes substantially, you have a specific part of the plan to review together.

Give feedback an owner and a place

Confirm who consolidates feedback and who can approve a result. Record the review rounds and communication process you have actually agreed. A single feedback list can help separate conflicting suggestions and distinguish a correction from a new request. Keep versions identifiable so both people are discussing the same file.

Use the brief during the project

At each checkpoint, compare the current work with the brief. If a new request changes the scope, record its cost and timing impact for discussion before treating it as approved. At handoff, check that the delivered files match the agreed description. The brief is an operational reference; any binding commercial terms belong in your separately reviewed agreement.