---
title: "Design brief template — a client intake form the brand owner fills in on a personal page | Naimi"
description: "An intake brief template for design studios: the client describes the brand, picks a moodboard direction, deliverables, budget range and timeline on their own page — answers save to their card automatically."
url: https://naimi.ai/templates/design-brief
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Design studio brief**

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→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/juniper-skincare-85096f)

For [Agencies](https://naimi.ai/templates?industry=agencies) · [Creative & photography](https://naimi.ai/templates?industry=creative) · [Operations & delivery](https://naimi.ai/templates?team=operations) · [Sales](https://naimi.ai/templates?team=sales)

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

1.  Cover
2.  The brand
3.  The mood
4.  Scope and limits
5.  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.

1.  ### 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.
    
2.  ### 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.
    
3.  ### 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.

more templates

## Close to this one.

- [Studio proposal — paper](https://naimi.ai/templates/design-studio-proposal) — Proposal · 5 slides: Styled as a printed document: process, stage-based estimate and a signature block. [Preview](https://app.naimi.ai/bluebird-coffee-roasters-b8b367)
- [Service proposal — Swiss mono](https://naimi.ai/templates/service-proposal) — Proposal · 5 slides: Universal service proposal in a Swiss typographic style: staged pricing and terms. [Preview](https://app.naimi.ai/ridgeline-outfitters-7330bd)
- [Wedding photography packages](https://naimi.ai/templates/wedding-photography-packages) — Proposal · 5 slides: Portfolio-led proposal: the couple picks a package and add-ons, the total updates live. [Preview](https://app.naimi.ai/sarah-james-ac5f35)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime