About this template
Kick off new client relationships smoothly and eliminate endless email threads with this comprehensive New Project Brief Google Form template. Designed specifically for agencies, consultants, and freelance professionals, this form captures all the critical details required to scope a project accurately and draft winning proposals.
From primary objectives and target audiences to specific deliverables, technical specs, and production budgets, the template ensures you gather comprehensive requirements upfront. By standardizing your project intake process, you can prevent scope creep, align stakeholder expectations from day one, and accelerate your time-to-proposal.
Key features
- Capture clear project objectives and target audience details upfront.
- Define technical deliverables, print specs, or digital asset requirements.
- Collect production budgets and creative approval workflows.
- Standardize client intake to speed up proposal creation.
Use cases
- Digital marketing agencies onboarding new retainer or campaign clients.
- Freelance web designers scoping out upcoming website redesigns.
- Creative studios collecting print and digital asset specifications.
- Consultants gathering initial requirements for strategic engagements.
What this form collects
- Submitted By (Short answer)Enter your full name.
- Your Email Address (Short answer)We will use this email to send follow-up questions and our final proposal.
- Date Submitted (Date)Select today's date.
- Project Name (Short answer)Provide a working title for this initiative.
- Project Type (Dropdown)Select the primary category that best describes this project.
- Project Description (Paragraph)Summarize what this project aims to achieve and the main problem it solves.
- Target Audience (Paragraph)Who are the primary end-users or customers you want to reach with this project?
- Primary Objective (Short answer)What is the single most important goal for this project?
- Success Measurements (Paragraph)How will you measure whether this project was successful? (e.g., increased sales, better brand awareness)
- Desired Deadline (Date)When do you ideally want this project completed?
- Target Live Date (Date)When should the final deliverables launch publicly?
- Deliverables (Paragraph)List the specific assets or items you expect to receive upon completion.
- Design & Creative Preferences (Paragraph)Describe any specific style guidelines, competitor examples, or creative suggestions you have in mind.
- Estimated Budget (Dropdown)Select the budget range allocated for this project scope.
- Reference Materials (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe any existing brand assets, copy, or mood boards you wish to attach.
- Additional Notes (Paragraph)Share any other requirements, constraints, or comments we should know about.
FAQ
How do I use this project brief template?
Click the button to instantly copy this form directly into your Google Drive using Doc2Form. From there, you can customize any questions, add your branding, and share the link with your clients.
Is this Google Form template completely free?
Yes! The template is 100% free to copy, edit, and share with your clients as many times as you need.
Can I add or remove questions from the brief?
Absolutely. Once the form is in your Google account, you have full control to add fields for specific deliverables, adjust budget ranges, or remove sections that do not apply to your workflow.
How do I receive notifications when a client fills out the brief?
Google Forms automatically notifies you via email as soon as a submission comes in. You can also view all responses in a neatly organized Google Sheets spreadsheet.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.