Client work

Creative brief template (and design brief) for client projects.

A creative brief is the one page everyone agrees on before creative work starts: what it is for, who it is for, what it must say and what “done” looks like. Copy the template below, fill it in with the client, and get it approved before the first concept.

Reviewed

In short

A creative brief should cover the project and background, the objective, the target audience, the single most important message, the deliverables and specs, mandatories (logos, legal lines, brand rules), tone, references, budget, timeline, and who approves the work. A design brief adds visual details: formats, sizes, colours, typefaces and examples the client likes or dislikes.

Creative brief template: sections to copy

Keep each answer short. If a section takes more than a few sentences, the project probably needs a conversation first:

  • Project name, client, and the person who owns the brief
  • Background: what is happening and why this work is needed now
  • Objective: the one result the work should achieve, and how it will be measured
  • Audience: who it is for, what they think now, and what we want them to think or do
  • Key message: the single thing the audience should take away
  • Supporting points: two or three reasons to believe the message
  • Deliverables and specs: each asset, format, size and channel
  • Mandatories: logos, legal lines, brand rules, words to avoid
  • Tone: three adjectives, plus one thing it should not feel like
  • References: examples the client likes and dislikes, and why
  • Budget, timeline and review rounds
  • Approvals: who gives feedback and who signs off

Design brief template: what to add

For logo, brand, packaging or web design projects, add the visual details a designer needs:

  • Existing brand assets: logo files, colours, fonts and guidelines
  • Formats and sizes: print dimensions, screen sizes, file types to deliver
  • Visual references and competitors, with what to borrow or avoid
  • Content: who supplies copy and images, and when
  • Usage: where the design will appear and for how long

Example: a one-line answer for each key section

Objective: “Get 200 sign-ups to the spring workshop in four weeks.” Audience: “Freelance designers in their first two years who struggle with pricing.” Key message: “Price with confidence in one afternoon.” Deliverables: “Landing page hero, three Instagram posts (1080 × 1350), one email header.” Tone: “Clear, warm, practical — not salesy.”

Get the brief approved, then keep it with the project

Fill in the brief with the client on a short call rather than sending a blank document, then ask them to approve it in writing. When feedback arrives later, compare it with the brief: a change of objective or audience is a scope change, not a revision. In Workspace369, you can share the brief, drafts and approvals in the client portal and keep change requests on the same client record.

FAQ

Common questions

What is the difference between a creative brief and a design brief?

A creative brief sets the strategy: objective, audience, message and tone. A design brief adds the practical visual details: formats, sizes, brand assets, references and how the design will be used. Many freelancers combine them into one document.

Who should write the creative brief, the client or the freelancer?

Both. The client knows the business and audience; the freelancer knows what a usable brief looks like. A common approach is to send a short questionnaire, then write the brief yourself from the answers and ask the client to approve it.

How long should a creative brief be?

One or two pages. A brief is a decision document, not a research report. If it is longer, move background material into an appendix and keep the objective, audience and message on the first page.

What happens if the client changes the brief mid-project?

Agree the change in writing and check its effect on cost and timeline. A new objective, audience or deliverable is usually a scope change. A client change request template makes this quick to record.

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