Create a professional

Brief Template (Word)

with estimates, read receipt notifications & e-approval

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Save time

with simple contracts & invoices

Protect yourself

from late payments & scope creep

Get peace of mind

with a standard & transparent process

Bonsai handles the back office.
You focus on the work you love.

How it works

Choose a contract

from a library of vetted, plain English templates

Select your terms

and fully customize them based on your needs

Sign electronically

and store securely

Create beautiful invoices

and accept payments worldwide

Do the work you love

Bonsai handles the back office

Why does your consultancy need a brief template Word document? Well, the document is one of the most important you could ever find and use in managing freelancer-client relationships. What is more, any freelancer who manages relationships with clients well is more likely to enjoy running the business. In many ways, the business you run would be on its way to unrivaled success and unimaginable growth once you begin using the brief template word format more consistently.

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Why does your freelance business need this document?

1. Managing client expectations

Can you deliver what your clients expect? Do you understand what they expect from you and the project they assigned to you? These two questions should always be at the back of your mind when discussing issues to do with the project with your clients. Most importantly, it’s imperative to find ways of managing those expectations. Managing expectations doesn’t equate to lowering their expectations. It simply means you should strive to deliver what you said.

Managing client expectations doesn’t mean sending away as many as you can so that you only remain with the perfect ones. It simply involves discussing the issues with all your clients so that you – and they – know what is ahead. The brief template Word helps to set the expectations for both parties. What will you deliver? What does the freelancer expect from the clients? That’s an example of how you manage client expectations.

2. Fosters accountability

In freelancing, accountability is everything. All freelancers have to learn how to be accountable to their clients. The fact that you’re your own boss doesn’t mean you should disregard the opinion of your clients. The template acts as your accountability weapon. It proves that what you’re saying is the truth. In a way, the document helps to clarify contentious issues that could arise from any project that you’re working on.

You’re better off relying on this document to guide your interactions with clients. In this regard, it’s more helpful compared to verbal communication, which is subject to misunderstanding and miscommunication. It’s ill-advised to rely on the phone call with your clients as the approval needed to kickstart any project. Written documents that define the boundaries, project details and expectations are the best for protecting and making all of you accountable to each other.

The brief helps in forming strategic ideas that conform to the project’s overall goals.

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3. Efficient use of time

Time management can destroy your budding freelance career. Therefore, learn to incorporate measures and tools that help you to manage your time well for the benefit of everyone. Your clients will love you for it. Your consultancy will also enjoy unbridled success and growth. You will enjoy everything you do if you can take control of the time and use it efficiently. The brief template Word provides you with the encouragement you need to set the ball rolling.

Freelancers can be handling one or several clients at a time. It’s easier to manage time when all you have to worry about is a single client. However, the problems magnify themselves rapidly the moment you’re faced with the different projects from more than one client. In such moments, your ability to manage time effectively could mean gaining or losing clients. For this reason, it’s important to use tools such as the template to guide your work.

Therefore, learn to rely on the brief template Word, and you will have succeeded where many other freelancers have failed. Do not trust verbal communications, correspondences, and agreements. Protect yourself. Protect the business and the consultancy skills that you have worked hard over the years to obtain and build. Use the template to protect your experience, guarantee accountability, and manage time and client’s expectation efficiently.