Copywriting Brief Template
Good copy depends on knowing the reader, the offer and the voice. This brief collects all three, plus the format, length and deadline, so your first draft sounds like the client from the start.
- 15 questions
- About 8 minutes for your client
- No account needed to fill it
The 15 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
The project
- 5
What do you need written?*
Checkboxes (many)
- Website pages
- Product descriptions
- Blog articles
- Email sequence
- Social media captions
- Ad copy
- Company profile
Why ask: Each type has a different length and price.
- 6
How many pieces or pages?
Short answer
Why ask: Volume decides the price and timeline.
- 7
What are you selling or promoting?*
Paragraph
Why ask: Copy can only sell what the writer understands.
- 8
Who will read it?*
Paragraph
Why ask: The reader decides the words, the tone and the doubts the copy needs to answer.
- 9
What should the reader do after reading?
Paragraph
Why ask: Every piece needs a clear next step, such as buy, call or sign up.
Voice and sources
- 10
How should it sound?
Checkboxes (many)
- Professional
- Friendly
- Bold
- Playful
- Inspirational
- Straight to the point
Why ask: Agreeing on tone up front prevents rewriting a whole draft.
- 11
Share writing you like, or existing material about your business
Paragraph
Why ask: Existing material saves research time and shows what they already say about themselves.
- 12
Words, claims or topics to avoid
Short answer
Why ask: Some industries have legal or brand rules you need to know before writing.
Budget and timeline
- 13
What budget range are you working with?*
Multiple choice (one)
- Under ₦50k
- ₦50k - ₦150k
- ₦150k - ₦400k
- Above ₦400k
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 14
When do you need this completed?
Date
Why ask: A target date tells you whether the project fits your schedule before you spend time on a proposal.
- 15
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this copywriting brief template free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.