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Creative Brief Form Template

Streamline Your Creative Projects with a Custom Brief

Managing client expectations can be challenging when gathering project details. This creative brief form template is designed for agencies and freelance creatives looking to clearly understand their clients' needs, ensuring everyone is on the same page. With targeted questions covering essentials like design requirements for posters, print materials, and more, you can streamline communication and reduce revisions, increase project clarity, enhance collaboration, and save time on project initiation. Experience how effortless planning can be with our live template.

Project title
Project type
Please Specify:
Project summary (1-2 sentences)
Primary objective
Increase brand awareness
Generate leads
Drive sales
Product launch
Event promotion
Educate/inform
Improve retention
Internal communications
Other
Please Specify:
How will you measure success?
Please Specify:
Company name
Website URL
Describe your brand in one sentence
Brand personality (select all that apply)
Please Specify:
Who is the primary audience?
Audience segments
Please Specify:
Required deliverables
Please Specify:
Platforms and channels
Please Specify:
Key message or value proposition
Tone of voice
Please Specify:
Must-include elements
Please Specify:
Links to competitors or inspiration (URLs, notes)
Accessibility requirements
Not applicable
WCAG 2.1 AA
Captions/subtitles
Color contrast compliance
Screen reader friendly
Keyboard navigation
Alt text for images
Large text options
Other
Please Specify:
Legal or regulatory considerations
None
Trademark usage
Copyright clearance
Required disclaimers
Industry-specific compliance
Accessibility compliance
Data privacy (e.g., GDPR/CCPA)
Other
Please Specify:
Technical or platform constraints
Assets you will provide
Please Specify:
Desired start date
Target launch date
Budget range
Under $1,000
$1,000 - $5,000
$5,000 - $10,000
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000+
Undisclosed
Decision maker full name
Decision maker role/title
Preferred communication channels
Email
Phone
Video calls
Chat/Slack
In-person meetings
Project management tool
Other
Please Specify:
Primary contact full name
Contact email
Contact phone
How did you hear about us?
Referral
Search engine
Social media
Online ad
Marketplace/directory
Event/conference
Newsletter/content
Returning client
Other
Please Specify:
Anything else we should know?
Would you like ongoing support after launch?
Yes
No
Maybe/Not sure
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Colorful paper art illustration showcasing a creative brief form template for FormCreatorAI article

When to use this form

Use this form when you kick off design, content, or campaign work. It captures goals, audience, deliverables, timelines, and brand rules in one place. Marketing managers, designers, copywriters, and freelancers all benefit, especially when you need a shared brief to align remote teams. Common uses include a new logo rollout (see the Logo design form), paid ads with strict specs (the Ad submission form), or a print or digital card series (the Cards design request form). You can also use it before onboarding an agency or handing work to an internal studio. The outcome: a clear scope, fewer revisions, faster approvals, and assets that meet real business goals.

Must Ask Creative Brief Questions

  1. What is the main business goal for this project?

    This focuses your team on outcomes like leads, sales, or retention. It guides messaging and helps you choose the right deliverables.

  2. Who is the primary audience, and what action should they take?

    Knowing who you are speaking to shapes tone, format, and channel. A clear call to action lets you measure success.

  3. What deliverables and required specs do you need?

    Listing sizes, file types, and platforms reduces rework and avoids missed requirements. It also prevents last-minute blockers from vendors or ad platforms.

  4. What is the timeline, milestones, and approval process?

    Dates, reviewers, and rounds set expectations and protect the schedule. If you plan a walkthrough, coordinate using the Demo request form.

  5. What brand assets, examples, and constraints should we follow?

    Logos, fonts, colors, and do-not-do rules keep work on brand. Strong references speed creative decisions and reduce edits.

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