Client brief template for UI/UX design

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • How many distinct pages need designing?Number
   • Who is the site for?Long answer
   • For which screens?Several choicesDesktopTabletMobile

2. 2.The details

   • Do you have a visual identity?One choice, optionalYes, full guidelinesJust a logoNothing yet
   • Is the copy ready?One choice, optionalYesPartlyNo
   • Who builds the site afterwards?One choice, optionalI have a developerInclude it in the projectStill to find
   • Which tool should the mockups be in?One choice, optionalFigmaNo preferenceOther

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,000$1,000 – $2,500$2,500 – $5,000$5,000 – $10,000Over $10,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What problem does your app solve, and for whom?Long answer
   • Roughly how many screens?One choiceUnder 1010 to 3030 to 60Over 60Not sure
   • On which platforms?Several choicesiOSAndroidDesktop webMobile web
   • Where is the product at?One choiceAn ideaWireframes existA live app to rethink

2. 2.The details

   • How many users today?Short answer, optional
   • Should the project include tests with real users?Yes or no, optional
   • Do you need a component library delivered?Yes or no, optional
   • Who builds the app?One choice, optionalOur in-house teamAn agency or a freelancerStill to find

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $3,000$3,000 – $8,000$8,000 – $15,000$15,000 – $30,000Over $30,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any apps whose experience you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What makes you think there is a problem?Long answer
   • Link to the site or product to auditLink
   • Which journeys matter most?Long answer

2. 2.The details

   • Which data do you have access to?Several choices, optionalAnalytics (Google Analytics…)Session recordings (Hotjar…)Support feedbackNone yet
   • What do you expect at the end?One choiceA report with prioritised recommendationsThe report plus revised mockupsA presentation to the team
   • Can you provide a test account?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $800$800 – $2,000$2,000 – $4,000$4,000 – $8,000Over $8,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Which products will use it?Long answer
   • What exists today?One choiceNothing formalFigma mockups without a libraryA Figma library to clean upComponents already coded
   • What should be delivered?Several choicesColours, type, spacingFigma componentsUsage documentationCoded componentsTeam onboarding

2. 2.The details

   • Front-end technologyShort answer, optional
   • How many designers and developers will use it?Short answer, optional
   • Do you need several themes (light and dark, several brands)?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $4,000$4,000 – $10,000$10,000 – $20,000$20,000 – $40,000Over $40,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional