Brief templates › General Client Brief · Last updated October 24, 2026
When to use this general client brief
Use it once, when a new client signs: it captures who they are, their brand identity, industry, do's and don'ts and where their assets live, so every later brief starts from the same facts.
- 33 questions
- 5 sections
- Free to copy
- Editable in MyBriefy
The 33 questions
Overview
- The client's biography
- The client's website
- Where is the client's domain hosted?Pick the company the domain is registered with, or type your own.Options: GoDaddy · Namecheap · Cloudflare · Squarespace Domains (formerly Google Domains) · Hostinger · Bluehost · IONOS · Wix · Porkbun · Network Solutions and 6 more
- Does the client have their own server?Options: Yes · No
- Where is the server hosted?e.g. AWS, Google Cloud, DigitalOcean, Hetzner, in-house
- What services is your agency providing for the client?Pick from: Social Media Audit · Website Audit · SEO Audit · Google Ads Audit · Performance Audit · Data Audit · Account Audit · Media Plan · Billboards · Event Planning and 46 more
- Other services (please specify)
Industry Info
- What industry are you in?
- Describe the industryOptions: B2B · B2C · Both
- Describe your current audience
- Describe your target audience
- Describe your products
- Describe your services
- High season
- Low season
- Direct competitors
- Indirect competitors
Brand Identity
- Select 5 words that best describe the brandPick up to 5.Pick from: Accessible · Accountable · Active · Adaptive · Adept · Admirable · Adventurous · Aesthetic · Affordable · Agile and 438 more
- Which language best suits your brand?Options: 🇿🇦 Afrikaans · 🇦🇱 Albanian · 🇪🇹 Amharic · 🇸🇦 Arabic · 🇦🇲 Armenian · 🇦🇿 Azerbaijani · 🇪🇸 Basque · 🇧🇾 Belarusian · 🇧🇩 Bengali · 🇧🇦 Bosnian and 103 more
- Select 5 words that describe your brand voicePick up to 5.Pick from: Approachable · Authoritative · Bold · Calm · Caring · Casual · Cheeky · Confident · Conversational · Direct and 37 more
- Elaborate on your desired/current tone of voice and delivery
- Current visual assets
- Current verbal assets
- Current sonic assets
- Experiential assets
Do's & Don'ts
- Do's
- Don'ts
Asset Library
- Logo bundle
- Primary fonts
- Secondary fonts
- Brand identity
- Brand guidelines
- Colour paletteYour brand colours as HEX codes, e.g. #EF642A, #1E494C — one per line, with a name if you like.
“Copy for AI” makes a prompt for ChatGPT, Claude or Gemini that walks you through this brief.
Skip the copy and paste. In MyBriefy this brief is ready to send: your client answers online, you both comment on the answers, and the approved brief stays on the client's record.
Send this brief freeHow to use it in MyBriefy
- Start a free 30-day trial and add your client. 30 clients and projects are free on every paid plan, and you can add more as you go.
- Pick the General Client Brief template. Add your own questions or hide the ones that don't fit the job.
- Share the brief with your client. They answer online and approve it, and comments stay next to each answer.
- Work from the approved brief. Turn it into tasks, a contract or an invoice with the add-ons when you need them.
Popular with agencies
Further reading
Questions about this template
- Is this general client brief template free?
- Yes. Copy the 33 questions for free, or use them in MyBriefy, where you can try everything free for 30 days with no credit card.
- Can I change the questions?
- Yes. In MyBriefy you can add your own questions or hide the ones that don't fit the job before you send the brief. If you copy them instead, they're yours to edit however you like.
New to MyBriefy? Read how client brief software works or see pricing.
