CCoreCRMHub
Documents & Proposals tools

Client Brief Generator

A client brief puts the goals, scope, budget and timeline of a project in one document, so everyone starts from the same page. Everything runs in your browser — nothing is uploaded.

Saved automatically in this browser only

Look & page

Color, font and paper

Document preview

Download saves a PDF file (pages are images). Print opens your browser's print window — choose “Save as PDF” for selectable text.

How to use it

  1. Enter the project and client details.
  2. Answer each section, even briefly; untick any you do not need.
  3. Add the people who decide and who to ask.
  4. Download the PDF or print it and share it with the client.

Tips

  • Ask the client to confirm the brief in writing.
  • Be specific about what is not included.
  • Keep goals measurable where you can.

Common questions

Is my text uploaded?

No. Everything stays in your browser. A draft is kept only on this device.

What if I do not have all the answers?

Leave sections empty or switch them off. The document only shows what you filled in.

Can the client fill it in?

Share the PDF; each person keeps their own draft in their own browser.