Free resource · Template pack, 11 pages, A4

Before You Quote: the 15-minute client brief

Record the work, client inputs, approval and dates before you prepare a quote: three fill-in sheets, a confirmation message you can reuse, and a completed example.

What is inside

  • What a vague request leaves open, and the six decisions a quote depends on.
  • Three fill-in sheets: outcome and deliverables, inputs and approvals, dates and what the quote must cover.
  • A confirmation message that repeats the details back to the client, and a scope-change message.
  • A completed brief from a fictional freelance designer, and a final check.
  • Free, no purchase
  • 11 pages
  • Print or fill on a tablet
  • Made by SR Publishers, not a paid sample

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