presentation · Brief

Design brief template (client intake form)

A questionnaire the client actually finishes: an editorial gallery sheet where they write about the brand, choose moodboard images, tick deliverables and set a budget — no Word document to email back.

Start with this template→ Open the live example ↗

app.naimi.ai/juniper-skincare-85096f

Design studio brief — real Naimi template, personalized for Juniper Skincare

what’s inside

5 slides, 4 personalized fields, and what happens on the page.

Gallery serif — near-white surface, hairline rules, oversized lowercase serif, Klein-blue accent.

Slides

Cover
The brand
The mood
Scope and limits
Thank you

Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

Client company
Contact
Studio contact person
Studio contact details

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Free-text answers on underlined paper fields
Moodboard multi-select: six photographic directions
Deliverables checklist
Budget-range and timeline chips, saved to the client card

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Juniper Skincare: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.

faq

About this template.

Where do the answers go?

They save as the client types: each answer is stored on the presentation and the key ones — budget, deadline, style — are promoted to the client’s card for the proposal that follows.

Can I change the questions?

Yes. Questions, moodboard images and deliverables are template content; Studio or your agent edits them without touching the mechanics.

Does the client need an account?

No. They open their link, fill in the brief and close the tab; you get a notification and the answers.

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