Agencies & professional services · 6 questions
Agency project brief form template
Everything the team needs to kick off a project. Free to use: sign up, choose the agencies & professional services starter, and this form is ready to edit and send.
Agency project brief form
Project name *
Goals and success criteria *
Type your answer…Audience
Type your answer…Deadline
DD / MM / YYYYExamples you like
Type your answer…Main point of contact *
The questions
- 1. Project nameShort answer
- 2. Goals and success criteriaLong answer
- 3. AudienceLong answer
- 4. DeadlineDate
- 5. Examples you likeLong answer
- 6. Main point of contactShort answer
Add, remove or reword any question, add logic to skip the ones that don’t apply, and put your own logo and colours on it. Send it as a link, a QR code or an email.
What happens to the answers
Every response is kept, counted and passed to the right person.
Every answer in one place
Responses land in the form's table, with views and completion tracked.
The team hears straight away
Email notifications tell the right people when a new response arrives.
Follow-ups that send themselves
An automation can confirm, remind and ask again, without anyone having to remember.
Automations that come with it
The agencies & professional services starter also sets up these follow-ups as drafts, ready to switch on.
Lead follow-up
Respond to enquiries and follow up until a call is booked.
Project kick-off
Welcome new clients and collect the project brief.
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Further reading
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How to close the feedback loop with customers
Close the feedback loop twice: reply to each customer, then fix the cause and tell people. Includes follow-up rules to automate and how to check a fix worked.
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Surveys ·
How likely are you to recommend us? The question explained
How the 0–10 would you recommend us question works, how to work out a recommend score, why the follow-up why matters most, and the pitfalls to avoid.
6 min read
Analysis ·
A customer feedback report template that gets read
How to write a monthly customer feedback report: the answer first, findings with evidence, charts that earn their place, quoted replies, actions with owners.
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Send your agency project brief form today.
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