Brief formats

[mimakte]

Companies that are just starting to use such a questionnaire-instruction in their activities are interested in its optimal format, which they provide to the customer. It is important to understand that the brief and its structure will reflect the seriousness of your intentions. In addition, it should be convenient for both the performer and the customer. In the era of digital technologies, the most convenient format is electronic.

When creating a brief and filling it out, the following general aspects can be highlighted:

Create a file in Excel or Word and send it to the customer via email or messenger.

If the contractor has a website, the brief form can be placed on the site and the customer can be asked to fill it out.

Placing the questionnaire denmark email list in cloud storage, virtual disk or in an online questionnaire, providing the customer with access to fill it out.

It is also possible to print out the form and fill it out during a personal meeting with the customer.

Creating your first brief from scratch can be a challenging task, so it makes sense to use ready-made examples. There are many specialized resources that provide examples of how to fill them out and a list of recommended questions. A simple method would be to supplement the proposed list taking into account the unique features of the project.

Writing questions in the text of an email is not the best way to interact with a customer. It makes it difficult for both the contractor and the customer to find the necessary information. This approach is usually used by inexperienced employees or newcomers to the market.

Having a separate file with the brief form is a sign of respect for the customer’s time and needs on the part of the company.

Errors in compilation
Professionals who encounter briefs for the first time often make the same mistakes:

Lack of logic in questions

Structure the document and divide it into logical blocks so that the customer gradually moves from one question to another. Do not overload the questionnaire with unnecessary details, do not request information that is not key to the work.

Creating a brief that is too short

This is the opposite problem to the previous one. Often newbies are afraid of being intrusive and try to make the brief very short. As a result, they receive insufficient information and are forced to contact the client with additional questions.

Using difficult to understand wording

Remember that terminology may be appropriate in expert briefs, but in most cases it is better to use simple and clear expressions - this way you will avoid additional questions.

No feedback after completing the questionnaire

Carefully read the completed brief, ask clarifying questions if necessary, provide the client with a preliminary work plan. Discuss the deadlines and budget, clarify possible adjustments.