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The Ultimate Guide to Create a Successful Client Brief

A client brief can make or break a design project and it is essential that you know how to write an effective one. To help ensure that your next project is a success, consider incorporating our ultimate guide to client brief into your process.

If you’re a business owner, designer, or marketing professional, you know the importance of creating a successful client brief. It is key to a successful project. It lays out all the critical information your team will need to get started and helps ensure everyone is on the same page.

This blog post will discuss everything you need to know about creating a successful client brief. We’ll provide an example of an exemplary format and give you some tips for ensuring it is as effective as possible.

Client brief banner
Client brief banner

What is a Client Brief?

To put it simply, the client brief is an important document that provides direction and inspiration for any given project. It is provided by the client to communicate the project’s details to the agency that will be working on it. In the end, it serves as a blueprint for your project, ensuring that all stakeholders are on the same page.

The purpose is to explain what business issue they need assistance with and outline the final outcome they are expecting.

As a result, everyone involved in the project has a clear understanding of the goals, timeline, and expectations outlined in this document.

You can use a client brief for many marketing initiatives, from developing a new advertising campaign to designing a company website.

Example of a Client Brief?

A client brief example might include information about the client’s products or services, their target market, their objectives for the project, and any unique challenges.

For example, clients may want to increase brand awareness among 25- to 34-year-old women in the United States. They may have a budget of $500,000 and want to launch the campaign within the next two months.

The client brief would provide this information to the agency to develop an appropriate recommended course of action.

Benefits of a Client Brief

Here are the benefits:

1. It Saves Time 

Having all the pertinent information gathered in one place eliminates the need for back-and-forth emailing or phone tag to try and track down answers to questions.

2. It Sets Expectations

By being upfront about what is possible within the given budget and timeline, there are no surprises later on down the road. Moreover, both parties know what they are getting into from the start.

3. It Ensures Everyone Is on The Same Page

A written document helps ensure that everyone involved in the project (client, design team, stakeholders, etc.) is working towards the same goal. There can be no miscommunication when it is all spelled out clearly from the beginning.

4. It Allows for Better Time Management

With a clear consideration of what needs to be done, it becomes much simpler to create a realistic schedule and timeline for the project. Moreover, it can help to avoid rushed deadlines and last-minute scrambles.

5. It Can Provide A Reference Point

Throughout a project, there will inevitably be questions or disagreements that arise. A client brief provides a common reference point everyone can refer back to resolve any issues.

6. It Helps to Create Realistic Deliverables

For the design team to accurately set expectations for what they will be able to deliver, they need to have a good understanding of the project goals and objectives. A client brief provides this information so that everyone is on the same page from the start.

7. It Allows for Better Budgeting

 Creating a realistic budget with a clear understanding of the project scope and timeline becomes much more accessible. Moreover, it can help to avoid overspending or coming in under budget.

8. It Can Serve as A Contract

 In some cases, it can also serve as a contract between you and the agency. It can help protect both parties in case of unforeseen issues that may arise during the project.

What Should a Client Brief Contain?

When putting together a client brief, you must consider specific vital points:

· Project Overview of Client Brief

First and foremost, you should always include a detailed project description. What are the specific goals that need to be achieved? What are the deliverables that need to be produced? Make sure to get as straightforward as possible, so everyone is on the same page from the outset.

· Target Audience

Next, you’ll want to include an overview of the target audience. Who are you trying to reach with this project? What are their needs and wants? Understanding your audience is crucial to creating successful marketing materials, so take the time to do your research.

· Project Timeline

Last but not least, you’ll need to include a timeline for the project. When are specific milestones supposed to be met? When is the final deadline? Having a clear timeline can avoid any potential issues down the road.

How to Write a Client Brief?

Creating an effective client brief is vital to producing quality work and keeping clients happy. Below, we have included steps with topics that you should consider:

Step One: Define the Project Scope

The first step is to define the project’s scope. What exactly do you need to deliver, and by when? It might seem pretty straightforward, but it’s essential to be as specific as possible.

Define the project scope in the client brief
Define the project scope in the client brief

Step Two: Make a Brief Outline of the Project.

This part should provide a clear discussion of the requirements and how they may be met. Identify potential project obstacles and assign each duty to a team member.

Also, indicate how these issues could be addressed. Anything that’s written down may help the marketing team working on the project.

Step Three: Understand the Target Audience

The next step is to understand the target audience for the project. Who are you designing for? It’s essential to get as much information about the target audience as possible,

The more information you have about the target audience, the easier it will be to create something that resonates with them.

The target audience of client brief
The target audience of client brief

Step Four: Define the Tone of Voice

The next step is to define the tone of voice that will be used throughout the project. It includes everything from the language used to the overall communication style. It’s essential to get this right, as it will play a significant role in how the target audience receives the project.

The tone of language of the client brief
The tone of language of the client brief

Step Five: Consider the Budget

The next step is to consider the budget for the project. It is a meaningful conversation with the client, as it will dictate what’s possible. It’s also worth bearing in mind that the client might not have a clear idea of how much things cost, so it’s essential to be realistic and transparent about what can be achieved within their budget.

Budget for the client brief
Budget for the client brief

Step Six: Create Solutions

Solutions to problems should be achievable by all stakeholders involved in the project. This section might inspire creativity and help foster partnership between clients and agency professionals – even if they’re on opposite teams!

Step Seven: Write a Client Brief

The final step is to write one. This document should summarize everything discussed so far, and it will serve as a reference point throughout the project.

Remember to keep it clear and concise – this isn’t the place for long-winded explanations. Once you’re happy with what you’ve written, send it to the client for approval. And that’s it – you’re ready to start working on the project!

Tips for a Successful Client Brief

· Maintain Simplicity.

Simplify your brief’s wording and language so everyone can comprehend and express its directions. Concentrate on one solution that can match the client’s needs and ambitions.

· Use A Perfect Client Brief Format.

When developing a client brief, an outline or template may ensure that all necessary material is included and all questions are answered. Moreover, structure and formate in such a way that makes everything clear and concise.

· Long-term Viability.

Ensure that the brief corresponds to the client’s long-term objectives and desired results. This alignment has the potential to boost the project’s success and establish a long-term collaboration for future ventures.


Creating a client brief may seem like an extra step at the beginning of a project, but it can save time and frustration. Taking the time to put together a detailed document sets everyone up for success and helps ensure everyone is on the same page from start to finish. So next time you’re starting a new project, be sure to take the time to create a client brief! Your future self will thank you.

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