Client brief template for copywriting

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

1. 1.Your project

   • What are you selling on this page, and at what price?Long answer
   • Who is your ideal customer?Long answer
   • What should visitors do at the end of the page?One choiceBuyBook a callSign upRequest a quote

2. 2.The details

   • What proof do you have?Several choices, optionalCustomer testimonialsNumbers or resultsCase studiesClient logosNothing yet
   • Where will visitors come from?One choice, optionalAdsEmailSocial mediaGoogleNot sure
   • What tone do you want?Short answer, optional
   • On top of the page?Several choices, optionalEmail sequenceAd copyThank-you page
   • Current page or websiteLink, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $500$500 – $1,200$1,200 – $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
   • How many articles?One choice1 to 2 a month3 to 4 a monthMore than 4 a monthA one-off batch
   • Article lengthOne choice, optionalAbout 800 words1,000 to 1,500 wordsOver 2,000 wordsAdvise me
   • Who are the readers?Long answer

2. 2.The details

   • Topics or target keywordsLong answer, optional
   • Who provides the expertise?One choice, optionalI provide notes or interviewsThe writer does the researchBoth
   • Should the articles be optimised for Google?Yes or no, optional
   • Should they be published too (images, formatting)?Yes or no, optional
   • Your blog addressLink, optional

3. 3.Budget and timing

   • What monthly budget have you set aside?Budget rangeUnder $300 / month$300 – $800 / month$800 – $1,500 / month$1,500 – $3,000 / monthOver $3,000 / monthNot 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
   • How often?One choiceWeeklyEvery two weeksMonthlyAn automated sequence
   • Who are your subscribers, and how many?Long answer
   • Email toolShort answer, optional

2. 2.The details

   • Where does the content come from?One choice, optionalI provide the ideasYou suggest topicsRepurposed from our articles and news
   • What tone do you want?Short answer, optional
   • Should it also be laid out and scheduled?Yes or no, optional

3. 3.Budget and timing

   • What monthly budget have you set aside?Budget rangeUnder $200 / month$200 – $500 / month$500 – $1,000 / month$1,000 – $2,000 / monthOver $2,000 / monthNot 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
   • Link to your LinkedIn profileLink
   • How many posts a week?One choice12 to 34 or more
   • Who do you want to reach?Long answer

2. 2.The details

   • Which topics do you want to be known for?Long answer
   • How would you like to work?One choice, optionalOne interview a month, you write everythingI jot down ideas, you writeYou suggest everything, I approve
   • Do you need visuals too (carousels, images)?Yes or no, optional
   • Should posts be published for you?Yes or no, optional

3. 3.Budget and timing

   • What monthly budget have you set aside?Budget rangeUnder $300 / month$300 – $800 / month$800 – $1,500 / month$1,500 – $3,000 / monthOver $3,000 / monthNot 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