Client brief template for automation

Before these steps, the client gives their name and email.

1. 1.Your project

   • Which task do you want to automate?Long answer
   • Which tools need connecting?Long answer
   • How much time does it take you?Short answer, optional

2. 2.The details

   • Automation toolOne choice, optionalMakeZapiern8nNone yetNo preference
   • How many times a day or week?Short answer, optional
   • After setup?One choice, optionalI’ll manage it myselfTeam trainingMaintenance by you
   • Is sensitive data involved (health, payments, personal data)?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $300$300 – $1,000$1,000 – $2,500$2,500 – $5,000Over $5,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What should the tool let you do?Long answer
   • How many people will use it?Short answer
   • How do you do it today?One choiceSpreadsheetsPaper or emailA tool that no longer fitsNothing

2. 2.The details

   • Any platform in mind?One choice, optionalAirtableNotionSoftr or GlideNo preference
   • Which tools need connecting?Long answer, optional
   • Does existing data need migrating?Yes or no, optional
   • Does the team need training?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,000$1,000 – $3,000$3,000 – $6,000$6,000 – $12,000Over $12,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What should the agent do?Long answer
   • Where should it work?Several choicesWebsite chatEmailWhatsAppSlack or TeamsInternal tool
   • What information should it rely on?Long answer

2. 2.The details

   • Expected volumeShort answer, optional
   • What happens when the agent can’t answer?One choice, optionalIt hands over to a humanIt creates a ticketTo be decided
   • Which tools need connecting?Long answer, optional
   • Is sensitive data involved (health, payments, personal data)?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,500$1,500 – $4,000$4,000 – $8,000$8,000 – $15,000Over $15,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • Where do you lose the most time today?Long answer
   • Team sizeShort answer
   • Which tools do you use?Long answer
   • Which departments are involved?Several choices, optionalSalesInvoicing and accountingCustomer serviceOperationsHRAll

2. 2.The details

   • What do you expect?One choiceA process map and recommendationsRecommendations plus implementationSupport over several months

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $500$500 – $1,500$1,500 – $3,000$3,000 – $6,000Over $6,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional