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Templates / Form

Free Project Brief Template

A project brief covers who the work is for, what the goal is, what needs rewriting, and the files and access required to start.

Project Brief template preview

Language:

en

Last updated:

October 2026

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A copy rewrite gets agreed, but the hard part starts when the writer needs straight answers instead of paragraphs that sound nice and fall apart later. The Project Brief form keeps the choices clear by asking for the goal, the audience, and the exact pages that need work, so nobody has to defend guesswork after the first draft lands.

The form opens with Project Brief and then moves into contact details and a deadline, before the questions that shape the work. The client states the single goal, names the primary audience, and calls out any facts or legal lines that can’t be missed, plus tone guidance and what to avoid... and the whole thing sits in ink red with Space Grotesk headings over Inter body text, so the hierarchy reads like decisions, not decoration.

  • Project Brief Opening context that tells the client what the brief is for and how the answers get used.
  • Your name A required full-name field, so the brief stays tied to the right person.
  • Email address A required email field for sending questions and confirming next steps.
  • Date you need the finished work for (launch, campaign, print run) An optional date field for the deadline the copy has to work around.
  • Project details The goal, audience, rewrite scope, must-include lines, tone guidance, and the files, links, and access needed before start.

Once the form is in Plutio, you share it and the client fills it in, leaving you with one set of responses you can read back, flag for follow-up, and use to confirm the plan before writing starts.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a project brief

PartWhat it covers

Project Brief

A short intro that explains what the brief is gathering and how the answers get reviewed before the work starts.

Your name

A required name field, so the response is attached to a real point of contact.

Email address

A required email field for the client contact details that go with the brief.

Date you need the finished work for (launch, campaign, print run)

An optional date field to capture the deadline driving the project.

Project details

The main questions that define the job, including goal, audience, what needs rewriting, required facts or legal lines, tone, and what access needs providing.

What is the single goal for this project?

A required question that pins the work to one outcome, so later decisions have something to test against.

Who is the primary audience?

A required question that names who the copy has to speak to first.

Which pages and copy do you need rewritten?

A required question that lists the pages and sections in scope, so the rewrite doesn’t drift.

Which facts or legal lines must appear?

A required question that captures claims, compliance text, or wording that can’t be dropped.

What tone should we use, and what to avoid?

An optional question for voice direction, including what language to steer clear of, which helps keep brand voice consistent.

Files, links and access you will provide before start

An optional question that lists what the client will share up front, so the project can start without a back-and-forth.

Who it is for

Copywriters, brand voice studios, and marketing teams who need clients to answer the right questions before website copy work starts.

The form in full

Project Brief

Use this brief to tell us what the booked website copy rewrite must do. We read your answers, flag any questions, and confirm the project plan.

  1. Your name (required)
  2. Email address (required)
  3. Date you need the finished work for (launch, campaign, print run)

Project details

Answer these so we can start drafting the copy.

  1. What is the single goal for this project? (required)
  2. Who is the primary audience? (required)
  3. Which pages and copy do you need rewritten? (required)
  4. Which facts or legal lines must appear? (required)
  5. What tone should we use, and what to avoid?
  6. Files, links and access you will provide before start

Questions about this form template

What should a project brief include?

A project brief should name the single goal, the primary audience, what pages or copy are in scope, and any facts or legal lines that must appear. The brief also needs tone guidance and a list of files, links, and access required before start.

What do you need from me before you can start?

A writer typically needs the goal, the audience, the exact pages to rewrite, and any required facts or legal wording. This form also asks what files, links, and access you’ll provide before the work begins.

How do you keep the copy aligned with the goal?

A clear brief ties the work to one stated goal and then checks every page decision against that. This form asks for that single goal up front, before the questions about scope and tone.

What information helps you match our brand voice?

Brand voice direction usually comes from tone guidance, what to avoid, and what must stay true in wording and claims. This project brief includes a tone question and a place to note required facts or legal lines.

How do I spell out what needs rewriting?

The most reliable way is to list the pages and specific sections that are in scope. This form includes a required question that asks which pages and copy need rewritten, so the scope is stated in the client’s own words.

Do I need to give a deadline in a project brief?

A deadline helps the work stay tied to a launch, campaign, or print run, but some projects start without one. This form includes an optional date question so the deadline can be captured when it exists.

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