Creative Brief (after you collect the Discovery Questionnaire)

[Template]
📑 File Context

💡 This is a document that can be the summary of the client project. Modify to add sections to match
the brief requirements of your project or studio.

Project Summary
[Your agency name] provides website design and development services, server maintenance, and
design consultations for [client's] [project/app/website] hosted at [url]. The main point of contact on
the [client’s business name] is ([client rep]) and ([your agency name]). All communication will hap-
pen through [communication tool].

• links to the Discovery Questionnaire

• link to your Calendly

Project Goal
[Add with something specific to the client and project]

Expected Timeline
• based on previous conversations and the questionnaire list out the expected timeline for each
project milestone
• it will be confirmed in the SOW and client contact you’ll both sign
• this document is a summary to align your goals and expectations before signing an official
design contract.

Budget
• list out your total budget and break it up in 2 payments - deposit and payment upon project
completion
• If your project will take longer to deliver or is divided into multiple milestones, you can di-
vide the total budget into milestones payments. (i wouldn’t do more than 4)

Important Documents
• [Design Contract/Agreement]: This is where you’ll link your contract that applies to any
business transactions between your company and client’s company
◦ [Add Link]
• [Statement of Work / Scope of Work]: This is where you’ll add the SOW agreement to out-
line all the services you’ll carry out in respective timelines
◦ [Add Link]
If needed, you can always add additional SOWs for additional fixed fee projects outside of the orig-
inal project scope.

Project parties
[Your agency name]

• Product/Project Manager: [add name here] - In charge of the project’s delivery. All commu-
nication about the project should go through this person.
• Account Manager: [add name here] - handing invoices and payments(usually you)
• Designer: [add name here] - working on day-to-day design tasks (probably you :)
[Client]

• Point of contact: [add name here] appointed to collect feedback, representing your agency,
and making sure project timeline is executed correctly.
• Main stakeholders: [add people] will be consulted on major decisions.

Line of communication
Available hours for communication

Monday–Friday, 9–5 PM EST. We will respond to you within one business day. To schedule meet-
ings please click on this link:

• link to your Calendly

(Bi-)Weekly Sprint Meetings

Every [Preferred day] at [Preferred hour], we'll do 15-60 minute check-in meeting on Zoom. [Stake-
holder(s) name(s)] is/are needed;