The Agency Template Library: Client Intake, Briefs, and Discovery Tools
Most projects go wrong before they start. Not because of execution failures, but because of discovery failures. The budget was undefined. The approval chain was unclear. Deliverables were assumed, not specified.
These templates give you the structure to close those gaps before commitment. Use them as-is, adapt them to your workflow, or let Clariva generate and validate them automatically from your next client brief.
Client-facing templates
Documents you send to clients to collect what you need before committing.
Collect structured project context before the first meeting. Covers budget, timeline, goals, stakeholders, and technical constraints.
A practical change request form to capture impact, pricing, and approval before extra work is started.
A structured questionnaire covering brand context, past agency experience, decision-making structure, and content ownership.
20 specific questions that prevent scope creep, organized by category: goals, budget, timeline, approval chain, and more.
Pre-kick, kickoff, and post-kickoff steps to ensure alignment before work starts. Covers every handoff and confirmation.
A stage-by-stage process template for intake, kickoff, and handoff alignment.
A practical question set for goals, scope, budget, and stakeholder alignment before kickoff.
Workflow template with stage gates, owners, and milestone checkpoints.
Internal planning templates
Documents your team uses to define scope and commit to deliverables.
Define project objectives, deliverables, timeline, and approval process before committing to any creative work.
A boundary document that defines what is in, what is out, and the constraints under which work will proceed.
Scope template for sprint-based projects with priorities and explicit change-control triggers.
A web design scope template with explicit inclusions, exclusions, required inputs, and revision boundaries.
A real, annotated project brief for a fictional web project. Every section is explained with notes on what makes it complete.
How Clariva generates these automatically
Clariva is not a form builder. It is the discovery layer that runs before a project starts, standardizing what you collect from clients, scoring how complete it is, and generating the documents your team needs to commit.
If you have an existing brief, paste it into Clariva. It will score coverage across all relevant dimensions, surface every risk flag, and generate a brief pack that includes scope definition, assumptions list, and a checklist your team can commit to. The templates on this page are what Clariva validates against and generates.
If you are starting from scratch, describe the project in a sentence. Clariva generates a tailored client intake from that description, section by section and question by question, and gives you a shareable link you can send to your client in under two minutes.