Process

Honter Team

How to write a creative brief clients will actually fill in

Long brief templates get skipped. A short creative brief template, the questions worth asking, and how to collect briefs without chasing clients.

The Request a project form in a Honter client portal, with a title, details and a needed-by date

Most creative brief templates are written for the agency, not the client. They run to three pages, ask about “brand pillars” and “key insights”, and land in an inbox where they sit until the deadline is close enough that someone calls instead. The brief you end up with is a two-line email and a link to last year’s campaign.

A brief only works if the client fills it in. That means short, plain and easy to send. Here’s a version that gets used.

Why clients skip briefs

  • They’re too long. A busy marketing manager won’t fill in twenty fields for a set of banners.

  • They use agency language. “Single-minded proposition” means something to you. To the client, it’s homework.

  • They arrive at the wrong time. A brief sent after a kickoff call feels like repeating yourself.

  • They live in the wrong place. A document attached to an email is one more file to find, fill in and send back.

The seven questions that matter

Almost every useful brief answers these:

  1. What do you need? The deliverable, in the client’s words: “a set of Instagram ads for the spring sale”.

  2. Who is it for? The audience, as specifically as they can describe it.

  3. What should people do or feel afterwards? Buy, sign up, book a call, remember the name.

  4. What has to be in it? Offers, product names, legal lines, logos, partner marks.

  5. What are the constraints? Sizes, placements, platforms, brand guidelines, things to avoid.

  6. When do you need it? The real date, and whether anything else depends on it.

  7. Who approves it? The person who can say yes.

With answers to these seven, you can start. Everything else can come out in conversation.

A short creative brief template

Copy this into an email, a form or a document. It fits on one screen.

  • Project name:

  • What we need:

  • Who it’s for:

  • What we want them to do:

  • Must include:

  • Sizes, formats or platforms:

  • Needed by:

  • Final approval from:

  • Anything else (links, examples, files):

Questions to skip, or save for later

Some questions are useful but don’t belong on the form. Budget is usually better discussed on a call. Brand values and tone of voice should already be in the brand guidelines, so ask for the guidelines instead. “What does success look like?” is a good question, but most clients answer it better out loud than in a text box.

Turn a vague brief into a clear one

Even a short brief will sometimes come back half empty. Don’t send it back with “please fill in all fields”. Write a playback instead: a few sentences that restate the brief in your own words, with your assumptions marked. “We’ll design six Instagram ads for the spring sale, aimed at existing customers and leading with the 20 percent offer. We’re assuming the usual brand fonts and no new photography. Is that right?”

A playback is quicker for the client to answer than a form, and it surfaces misunderstandings before any design work starts.

Collect briefs in one place

The other half of the problem is where requests arrive. A brief in email, a request in chat, a “quick thing” mentioned at the end of a call: some of those get lost, and the client doesn’t know which ones you picked up.

Give clients one place to ask. In Honter, that’s the Request a project form in each client’s portal. It asks for a title, details, a needed-by date, the type of work and any attachments, which covers most of the template above. The request appears in the portal so the client can see it was received, and it lands in a Requests column on your pipeline board. From there you can start a new project from it, link it to an existing one or decline it. Client portals and the board are part of Honter Pro, and our guide to client portals for design studios covers the rest.

Whatever tool you use, the principle holds: one short form, in one known place, and a quick playback when something is unclear. You’ll spend less time chasing briefs and more time on the work they describe.

Show your next project the way it deserves.

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