1. EachPod

How to take a client brief on a new project

Author
Rachel Smith and Lynne Testoni
Published
Sun 07 Nov 2021
Episode Link
https://sites.libsyn.com/106952/how-to-take-a-client-brief-on-a-new-project

Freelancers who start to do a lot of client work will soon realise they’ll be taking lots of briefs - and while you can do it in person, on Zoom or over the phone, you can also send a client brief template to your clients as well. In this episode, we chat about:

  • The various ways to take a brief and what works for us
  • What you need to consider when taking a brief
  • Your briefing template, or the client’s?
  • Key things you need to ask about (budget, target audience, goals, style + tone etc)
  • What happens when you get the briefing process wrong or miss things
  • The importance of recapping over email

Resources

BLOG: 3 types of content you need to know about (to help you do a better job) https://www.rachelslist.com.au/blog/three-types-of-content-you-need-to-know-about-to-help-you-do-a-better-job/ 

TOOLKIT: Get $5 off the new client brief template at Rachel’s List with the code BRIEF5 https://www.rachelslist.com.au/toolkit/product/client-brief-template/ 

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