Send a checklist for onboarding forms, brand assets, and project documents. Clients upload without creating an account. You track progress in one dashboard.
$7.99/month flat · unlimited clients · no client login required
Agency and consulting projects usually start late for the same reason: the kickoff depends on materials only the client can provide, and nobody made the full list explicit at the point of signature. Two weeks of a fixed-fee engagement can disappear waiting on a logo file and a CMS login. Front-loading that request into a single structured checklist — sent with the contract, not after it — is the cheapest schedule protection available on any project.
Use this as a starting template — in ClientBrief you save it once and send it to every client, rather than retyping it into a new email each time.
Send the kickoff checklist alongside the contract rather than after it's signed — the client is never more responsive than at that moment. Keep separate templates for each service line, because a website build and a strategy engagement need entirely different inputs. Clients upload without registering for anything, which is the difference between a marketing manager forwarding files in five minutes and a task sitting on their list for a week. The completion view gives you something concrete to point to when a delay genuinely originates on the client side.
What should I ask for at project kickoff?
The signed SOW, brand guidelines and vector logo files, access credentials for every relevant platform, existing assets and photography, product and positioning information, the named approver, and any prior research or audits. Requesting it as one list at signature is what keeps the first two weeks productive.
How do I stop clients delaying projects?
Make the dependency explicit and visible. Most client-side delay isn't obstruction — it's an unclear ask sitting among fifty other tasks. A named checklist with automatic reminders converts a vague request into a specific, trackable one, and gives you a defensible record if a deadline moves.
Can I use different checklists for different services?
Yes — unlimited checklists are included. Most agencies maintain separate templates per service line, since a brand project, a website build, and a paid media engagement have almost no overlap in required inputs.
Do clients need to create an account?
No. Clients open a link and upload. For agency work that's a meaningful conversion detail — asking a client-side marketing manager to register for yet another portal is where the request stalls.
Is this an alternative to Content Snare?
It's a simpler and cheaper one. Content Snare offers conditional logic, per-field approval, and branded request forms, starting at $35/month on annual billing with active-request limits. ClientBrief is $7.99/month flat with unlimited requests but no conditional logic or per-field approval — better if you want simplicity, worse if you need configurability.
Last updated August 2026 · See all industries