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Free form template

Brief questionnaire for a website project

Before the first meeting, send this questionnaire to the client. You arrive knowing their goals, references, the state of their content and a budget range, instead of finding out during the call.

Use this template

14 fields · Free to start, no credit card.

Preview

Website project brief

Tell us about your project: the more precise your answers, the more accurate our proposal.

You

Your project

For example: get more quote requests, sell online, recruit.

Budget and timing

What the template contains

You

  • Full name Text · Required

    Required: your contact person.

  • Email Email · Required

    Required: to send the proposal.

  • Phone Phone

    Optional: to schedule the kick-off call.

  • Company or organisation Text

    Optional: the company or organisation behind the project.

  • Current website Text

    Optional: the address of the current site, if there is one.

Your project

  • Type of project Radio buttons · Required

    Required: showcase, shop, redesign or application. The first pricing criterion.

  • What should the project achieve? Long text · Required

    Required: what the site must deliver. The question that drives everything else.

  • Who is it for? Text

    Optional: the target audience, in one sentence.

  • Pages or features you need Checkboxes

    Several boxes allowed: the expected pages and features, to estimate the scope.

  • Sites you like, and why Long text

    Optional: sites the client likes, and why.

  • Are your texts and images ready? Radio buttons · Required

    Required: knowing whether texts and images exist changes the schedule and the quote.

Budget and timing

  • Budget Radio buttons · Required

    Required: a range, to suggest a realistic solution.

  • Desired launch date Text

    Optional: the desired launch date, as DD/MM/YYYY.

  • Anything else? Long text

    Optional: anything the other questions did not cover.

Every field can be renamed, moved, removed or made optional in the editor, and you can add your own.

A brief in three steps

The questionnaire is split into three pages: the client, the project, then budget and timing. Each step stays short, and the client sees how far along they are.

Adapt the options to your offer: remove the shop if you do not build them, add hosting, maintenance or SEO. With conditional logic, show some questions only for a shop or a redesign.

From brief to proposal

Each response can be downloaded as a PDF: add it to the client file and use it during the kick-off call. The CSV export gathers every brief received, handy to track prospects in a spreadsheet.

The email alert tells you about each new brief, on every plan. You can embed the questionnaire in a page of your site with an iframe, or simply send its link by email.

Personal data: the right habits

  • The brief contains information about the client's business: share it only with the people working on the project.
  • A single response cannot be deleted, only the whole form: to avoid keeping briefs forever, replace the form with a new one each year, update the link and delete the old one.
  • Responses are hosted in France, with OVHcloud.

FAQ

Questions about this template

Can the client attach files, a logo or brand guidelines?

File upload requires a paid plan. On the Free plan, ask for a sharing link in a text question, or collect files by email after the brief.

Can the client come back and edit their answers?

No: a submitted response cannot be edited. Details are settled during the kick-off call, or with a second submission.

Is the template free?

Yes. It only uses fields available on the Free plan, and every question can be edited, moved or deleted.

Start from this template

Edit it in a few minutes, share the link, read the responses in one place. Hosted in France, with OVHcloud.

Use this template

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