PromptusphereHow to get a clear project brief before you send your proposal
This template asks your client for what you need to propose well: what they want to achieve, who it is for, which deliverables they expect, references, budget and deadline. Your team reviews the brief, then your client approves the proposal, tied to that version.
Included in the 14-day trial, no card needed.
Describe how you work today and we'll suggest the questions
The problem
The brief arrives in a phone call, three WhatsApp voice notes and an email with links and no context. You propose without knowing the budget, the deadline turns out to be fixed when it is already late, and nobody remembers who approves on the client's side. When the client adds a deliverable halfway through, there is no clear way to show it was not in what they approved.
When to use it
- You are an agency or freelancer quoting brand, website, content or campaign projects.
- You want to know the budget and how firm the deadline is before building the proposal.
- Your client has brand guidelines, references or competitors you need to consider.
- You need to make clear which deliverables the approved proposal covers.
How it works
1. Adjust the brief
Start from the project brief template. Change the list of deliverables or the budget ranges, or add questions specific to your service. Estudio Nopal, for example, can remove video and photography if it does not offer them.
2. Send it before you quote
Share it by email, private link or a prepared WhatsApp message, or add a button to your website to receive new briefs. Your client answers in their own words and uploads references from their phone or computer.
3. Review and send the proposal
Your team reviews the complete brief. From there you build the proposal from your catalog and your client approves it. If the brief changes later, the review reopens, and the proposal only needs approval again if you adjust it.
The template, question by question
This is how it arrives in your workspace. Change questions, options and approvals to fit the way you work.
What it asks
It starts with contact details, the company or brand and its website or main social profile. Then the project: a short name, what they want to achieve, who it is for and which deliverables they need, from brand identity and website to video or an ad campaign; if they pick Other, they describe it. Next come references, all optional: files such as brand guidelines or the current logo, links explaining what they like about each one, and competitors. Finally the estimated budget in MXN ranges, the deadline, how firm it is and who approves on their side. The brief review by your team covers every answer; the proposal approval depends only on the quote.
Approvals
- 01Brief review (your team)
- 02Proposal approval (your customer)
What reopens when something changes
- Brief reviewReopens if any answer changes
- Proposal approvalReopens if this changes: the quote
| Question | Answer | Required |
|---|---|---|
| Your details | ||
| Full name | Short text | Yes |
| Short text | Yes | |
| Phone or WhatsApp | Short text | No |
| Company or brand | Short text | Yes |
| Website or main social profile | Short text | No |
| The project | ||
| Project name | Short text | Yes |
| What do you want to achieve with this project? | Long text | Yes |
| Who is it for? | Long text | Yes |
| What do you need us to deliver? | Several options: Logo and brand identity, Website, Social media content and 5 more | Yes |
| What other deliverable do you need? | Short text | If it applies |
| References | ||
| Reference files | File: 50 MB | No |
| Reference links | Long text | No |
| Competitors or similar brands | Long text | No |
| Budget and timing | ||
| Estimated budget | One option: Under MXN 20,000, MXN 20,000 to 50,000, MXN 50,000 to 100,000 and 2 more | Yes |
| Deadline | Date | Yes |
| How fixed is the date? | One option: Fixed, there is an event or launch, I have some room | Yes |
| Who approves the project on your side? | Short text | No |
Common mistakes
Quoting without asking about budget
A range helps you propose realistic options. The template includes Not defined yet so nobody is forced into a number.
Accepting references without context
A link alone does not say what the client likes. Ask them to explain what they take from each reference.
Not knowing who approves
If the person filling in the brief does not decide, the proposal stalls. Ask from the start who approves on their side.
Leaving the scope open
If deliverables are not marked, every new request looks included. With an approved brief you can see what changed and when.
Frequently asked questions
Can I receive briefs from clients I do not know yet?
Yes. Embed the intake form on your website or copy a button with a link. Each submission creates a new request.
Can the proposal include options?
Yes. You can add optional extras your client chooses, discounts, taxes such as IVA 16% and an expiry date. It goes out as a branded PDF and it is not a tax invoice.
What happens if the client adds a deliverable after approving?
The brief review reopens and you see the before and after. If you adjust the proposal, your client approves it again, and the earlier version stays in the history.
Do I have to write the brief from scratch?
No. Use this template or duplicate one of yours. You can also paste your current questionnaire or upload a PDF, DOCX or TXT, and AI drafts a template you review before publishing.
How much does it cost?
MXN 299 per month, VAT included, with a 14-day trial and no card. Your clients pay nothing.
Start with this template
It lands in your workspace ready to adjust. Your customers answer it for free from their phone.
Use this template