Free Brief Template (Word)

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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

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. A brief template word 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.

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.

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.

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.

The brief template provides you with the information you can use for evaluating clients.

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.

6. Failing to build a rapport in the brief template word

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.

Use the brief template to kickstart discussions regarding money with your freelance clients.

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

Do you command your clients’ attention? Can you grab their attention in a way that makes it impossible for them to divert their minds elsewhere? Any consultant who can do this would not struggle to persuade these clients to take the recommended action. A call to action becomes easier to follow for freelancers whose clients listen effectively, attentively and actively. Look your clients in the eye, and they would follow suit while hanging on to every word you say.

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.