Free Brief Template (Word)

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Free Brief Template (Word)

Fully editable with custom branding and pre-written services. Send and get read receipts.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Brief Template (Word)

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Brief Template (Word)

Fully editable with custom branding and pre-written services. Send and get read receipts.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

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.

Brief Template
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Why does your freelance business need this document?

1. Managing client expectations with a brief template word

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

Brief Template Sample
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3. Efficient use of time with a brief template word

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.

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4. Failing to evaluate your clients in the brief template word

Many times, freelance designers lose clients they never evaluated. Pre-validation is crucial. Take your clients through an evaluation process that determines whether they are the right fit for your consultancy. The future of your business depends on your ability to do that well. Otherwise, you would have to contend with clients who turn out to be nothing other than huge disappointments for you. Many of them could take off with your money too.

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5. Failing to set expectations early in the brief template word

One major reason for using the brief template is the fact it provides a base for setting expectations early enough. Without it, you would have no option other than to operate haphazardly. Let the client to know what you expect from this relationship from the beginning until you submit the design. In defining expectations, inform clients how you work, your budget, and reasons that make your solution the best for this project.

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There are times when you don’t get the contract you crave because of the failure to build rapport with clients. Once again, you can change all that with something as simple yet effective as a brief template. Building a rapport is all about creating trust. Make yourself trustworthy and likable by your client. Freelance designers enjoy their jobs more by working with clients they find likable. At times, you may have to let go of the clients you have to get ones you want.

7. Failure to ask clients about their budgets in the brief template word

Money can be the source of huge misunderstandings between clients and consultants. For this reason, it would be great to ask clarifications from the clients regarding an issue that could cause a fallout between the two of you. With this information, you would know how to frame your brief without scaring the client off. Nobody likes to talk about money despite the crucial role it plays in business. In fact, some consider it a taboo.

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Brief Template Example
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8. Clients unhappy with your promises in the brief template word

Clients handle your promises as guarantees. The promises offer them a picture regarding what to expect by asking for designs from you. For this reason, the promises – and guarantees – can discourage and send them scampering. Do not deliver any promise until you obtain as much information from your clients as possible. Use the information they provide to set timelines, deadlines, and make all manner of promises.

9. Focus on creating value more than talking about cost in the brief template word

Clients want to know how much the design would cost them. Similarly, they are also interested in finding out the value that your skills, designs, and expertise would bring to their businesses. Therefore, learn to focus more on creating value. Let not your focus be heavily biased towards the cost, as that could make the clients conclude that you’re only interested in money. Clients are more likely to pay whatever you ask once they understand the value you offer.

10. Promote curiosity in the brief template word

At times, you need to inspire a bit of curiosity in your clients to convince them to place an order for the products and services that your freelance business offers. You can do that by wording and structuring your brief document template properly. The best consultants are excellent at storytelling. Learn to tell stories with documents that – ordinarily – don’t seem to be designed for this exact purpose.

Your business would benefit as more clients find you interesting. Curiosity has several advantages to your business. Maximize it with the clients.

11. Encourage effective listening in the brief template word

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12. Prioritize honesty in the brief template word

How honest are you with your clients? The key to that is demonstrating honesty at all levels or stages of your interactions with the clients. Be honest with them on the brief document template. Honesty is a critical value for any freelance business whose owner wants to be a success. It’s a crucial component of any consultancy. Honesty is persuasive. Honesty speaks deeply to the clients in ways that some of your best words could never achieve.

13. Demonstrate confidence in the brief template word

Confidence is equally persuasive. Freelancers who wish to persuade clients to do whatever they want or ask should learn to work on being more confident and portraying this quality to their customers. Confidence is proof that you know what you’re speaking about. It proves how much confidence you have on the business too. The template should be full of all the clarity and straightforwardness that you want clients to get from you.

14. Narrate stories in the brief template word

As previously stated, a brief document template is a wonderful tool for narrating stories. Yes, the document is quite brief, just as the name suggests. However, you can condense the story well with a bit of experience and practice. Stories persuade clients that you know it all. Stories are quite influential too. Facts and figures may cause the clients to pay less attention to what you have to say compared to stories, which tend to be more effective.

Brief Template PDF
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15. Address client’s concerns in the brief template word

Clients will come to you with a ton of concerns. The issues they highlight can affect the project massively, which could then lead to huge losses for everybody. Therefore, persuade your clients by addressing any concern they might have. Use the document for this purpose. Talk about the issues with the potential of derailing the clients and preventing them from getting the desired results. Address the concerns to reassure and persuade them.

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.

Frequently Asked Questions
Questions about this template.

Is there a policy brief template on Word?

Word has a brief policy template you can use--but Bonsai may be better. Sign up and easily customize one of our brief templates for free. It can be applied for government procedures, organizational procedures, and internal company interactions.

What is a creative brief template?

A creative brief is a necessary document which lays out the game plan for a creative team to follow. It gives guidelines for when the project will start, what will be completed and how to track its timeline.

How long should a brief be?

A brief is typically short. Usually within 600 words and should not be more than that. Use Bonsai's brief template as a reference for how to write one. It is free to sign up and easy to edit.