Part of the Good Work Isn't Enough method – Process
Do your projects start clear and end up messy? Most of the time it goes back to the brief. This template gives you the questions to ask before work begins, so scope, budget and timeline are clear from day one.
What's inside
– Client background – understand who you're working with and what they need
– Project scope – agree on what's included before you start
– Visual direction – get references and preferences on paper early
– Content & materials – know what you'll receive from the client and when
– Timeline – set dates you can both plan around
– Budget – talk about money before the work begins
– Usage & licensing – clarify where and how the work will be used
Use it on discovery calls, send it to clients, or fill it out for yourself!
PDF template · instant download
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Yes. Use it on discovery calls, send it to clients before kickoff, or fill it out yourself after a call.
A PDF you can download right after purchase.
Yes. It's especially helpful if you're still figuring out what to ask before a project, and it stays useful as your projects get bigger.
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The Client Process Kit gives you seven tools for the client side of freelance work, from the brief all the way to delivery.
Practical tools for every stage of your freelance practice.