Client Brief
Client: · Main contact: · Budget:
What they want
Deliverables
| Deliverable | Due | Status |
|---|---|---|
Work template
Client brief template
Everything about a client engagement: goals, contacts, deliverables and dates. Free on every Folevi plan.
Preview of the page this template makes
A new page from this template, as Folevi creates it. The empty lines are where you write.
What’s in it
- What they want
- Deliverables
- Contacts
- Next steps
It has one callout, one to-do and one table.
To-dos are tasks in Folevi: give one a date and it shows up in Today.
How to use it
- Sign in to Folevi, or create a free account.
- Open Templates in the sidebar.
- Under Built-in templates, choose Client Brief. Folevi creates a new page from it.
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Start from this template.
Create a free account, then pick it from Templates. The Free plan has no time limit.