Free Product Brief Template

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

Free Product Brief Template

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 Product Brief Template

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

Free Product Brief Template

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

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Free Product Brief Template
Free Product Brief Template

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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

Throughout history, consultants have striven to influence client response. The goal has been to influence clients sufficiently to make an order or pay for a product and service. Influencing positive client response is all about convincing them to buy whatever your freelance business sells. You can do that effectively with a product brief template. The template can bear a positive influence over your clients thus enabling you to create a highly successful business.

Product Brief Template
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Here’s how it all happens.

1. Taking charge of the conversations with the product brief template

Set the issues that you want the project to resolve. Do this using the product brief template. This way, you would be taking charge of the conversations right from the start. The advantages your consultancy enjoys from such a base would leave you – and your clients – visibly impressed. Take charge of even the most difficult conversations with your clients. Set the pace. Show that you’re in control and clients would love you for it.

2. Appeal to clients with your product brief sample

It’s important for consultants to learn how to appeal to clients. Some clients would do what you want no matter what you do. Others would only respond based on how appealing they consider you and the propositions or solutions you make or offer respectively. Find what the clients consider most important to their businesses. Use that information to convince them to respond positively to what you’re offering.

Implement different strategies based on your clients’ ages. After all, how they respond depends on several factors that include age.

3. Engage with them continuously with the product brief

No freelancer operates in a vacuum. All freelancers operate or work in specific industries. More importantly, they all need clients to continue operating in these different niches. Engage with clients to influence them to respond how you want. Set a base for this through the product brief template. Leverage all engagements you have with your clients. Use it positively to convince them to respond the way you want.

Connecting with clients emotionally guarantees positive results for everyone.

4. Demonstrate authenticity with the product brief template

Freelancers have to be authentic with their clients. The fact that your customers can see when you’re genuine or not should convince you to reconsider your options and attitudes here. Be authentic in all your interactions with them. Authenticity is a highly valuable commodity in determining your connections with the freelance clients. Treat them well, and they will respond accordingly. Treat them poorly, and they will never respond positively to you.

Product Brief Template Sample
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5. Treat your clients as people rather than transactions with the product brief template

It’s true that your consultancy needs all the clients it can get. However, that would never happen if you don’t apply a more human touch with all of them. More importantly, treat each of them as an individual. Solve their problems as people. Know that they also serve people thus need more people-centric solutions. Create a product brief template that captures all this information for the benefit of your clients.

6. Offer relevant solutions through your expertise with the product brief template

Are you solving the right problem? Ask yourself that question every time you handle a freelance client’s project. Clients come to you because they believe you’re the best at what you do. They trust the experience, training, and knowledge you possess to solve whatever problem they present to you. While going through clients’ instructions, you may come across issues they have never addressed for a long time. Offer your expertise to solve such issues.

Product Brief Template Example
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7. Focusing on customers with the product brief sample

The brief helps you to become more focused on your freelance clients. It takes the focus away from non-important stuff. Clients prefer hiring and working with consultants who give them more attention. It’s easier to give clients what they want when you remain attentive to everything, they tell you. This way, you can pick up everything they expect to get from your product design services. Let the brief help you to develop a customer-centric culture.

8. Create cost-effective designs with the product brief sample

How cost-effective is your freelance product design service? Do clients have to pay an arm and a leg? Some clients set aside huge sums of money as the budget for product designs. Others are not endowed with limitless financial muscle.

For this reason, it’s important to come up with cost-effective solutions. A good product design service should help both freelancer and client to keep their costs down. Use the product design brief to guarantee this to your clients.

9. Importance of experience in the product brief template

The importance of experience in product design needs broadcasting from the rooftops. Clients can only trust and feel safe delegating their product designs to experienced consultants. For the most part, consultants will find prospective clients who have prepared lists of questions to ask before hiring these professionals. Experience tends to be one of the most important qualities these clients look for in freelance product designers.

The product design brief should reassure clients that your experience is beyond reproach.

10. Result-oriented approach

What is your most important strategy? Clients want to assign such sensitive tasks to freelance product designers who are obsessed with results. Your results must be better than your fellow freelancers or consultants. Try to give your clients the sort of results they will struggle getting from your competition. Stand out in terms of the results that you deliver. Use your skills, experience, track record and exposure to not only guarantee but also deliver stunning results.

11. Emphasis on solutions

The best product designers focus on solutions. They create products that are crucial and more effective at solving specific problems. Clients will only consider looking at the product design brief for the second or umpteenth time if they see a roadmap to solving the problem they already identified. Your talks with the client should help clarify the problem that he or she wants the product to solve. Otherwise, your freelance expertise wouldn’t be of much help.

Ask “why” questions to get better answers to help you design an outstanding product.

12. Demonstrate fearlessness in your product brief example

The best product designers around the world are a fearless lot. The level of confidence they have in their skills, experience, training, exposure, and solutions is second to none. They are knowledgeable too. They are up to date with the new trends and phenomenon within their respective industries. They are willing to be disruptors too. Freelance product designers have to embrace disruption.

Product Brief Template PDF
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13. Information about the client company in the product brief template

A product design brief may actually not be so helpful if it doesn't contain information about the client company. Much of what defines the company such as its values, corporate colors, history, goals, and mission are invaluable for the development of a compelling product design brief example. Besides the general information that cuts across almost every business or organization, as a consultant, ensure you ask the following questions if you don't have the details to include in a product design brief example:

  • What's the nature and size of the business?
  • In which industry does the client operate?
  • What are the general demographics of the company's current customer base?
  • What other products does the company have? Are they related to the current product or not?

14. What's the product to be designed in the product brief template?

In addition to details about the company, a product design brief example should contain information about the product to be designed, underlining its functions, what it's made of, key benefits, the problems it’s seeking to solve, competitors if any and so on and so forth. If adequate details about the product are provided to the client in a product design brief example, the whole design process would be effortless, as long as the consultant has the right skills.

15. Who is the product meant for in the product brief template?

A key question to answer in a product design brief example is who the product is targeting. There are so many reasons why knowing the audience is important, including using the information to decide on the sizes, weight, pricing, packaging, shape, ingredients and more. For example, if a product is targeting children, it’s expected to have some specific characteristics that resonate well with children. This should include taste, color and more.

Product Brief Template Sample PDF
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16. Relevant benchmarks or examples of inspiring designs in the product brief template

Many clients know what they want, but often lack words to give the freelancer an exact picture of their ideas. As a freelancer, if you've been engaging others on work matters, you definitely remember one time or another when you gave as much information as you thought was necessary but was disappointed with what was delivered to you. This happens when the words used, however descriptive they appear to be, fail to paint the same picture on the client’s mind and on the freelancer’s. In such instances, sharing designs of things that inspire you can go a long way in showing your client what you're thinking to design. Where possible, include such samples in your product design brief example.

17. The product price range in the product brief template

You already know the people you're targeting with the product, but do you know how much they'd be willing to pay for a product such as the one you are going to design? Why is this important? Product design is guided by a number of principles, all of which when put together dictate the final product price. As a consultant you need to be provided with the recommended price range and capture it in your product design brief.

All components used in the product design with make reference to the price. Below are some questions worth answering in a product design brief example:

  • The distribution channels to be used for the product.
  • Expectations of the company in terms of profits from the product selling price.
  • Rights to the product design.
  • The price the client is willing to pay for the design work.
  • The deadline within which the work is to be completed.

As you may have noted here, the product brief template sets the pace for influencing clients’ response to your promptings. As you do this, you convince clients to trust you more. Consequently, they are then able to continue seeking you to solve any issue or problem you may encounter in future. Use the template to determine the direction you wish to take your relationship with these freelance clients.

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Free Product Brief Template

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