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What makes a good Project Brief?

Keep in mind we don't always know what is in your head, you might need to take us to the start. Slow down to speed up!

When submitting a project, there are certain details which, if are always are provided, will give the highest probability of getting started as soon as possible. Rather than getting trapped in a information gathering loop, waiting for you to answer. 

We have seen it 100x. You have a problem, you jam a quick ticket in thinking we are experts and will of course know how to make life happy and wonderful again. Then we send a bunch of questions to clarify issues and wait 4 days for a response. Until this issue bothers you again and we repeat the process. Think about this like a business owner, get it right the first time and your business will move forward.


Below are the details which we recommend always providing.  Basically please make sure to take the time in the beginning to send us as much detail and context as possible.

In the end, taking the time in the beginning, will save days to a the projects deliverable.


Below we have provided the details and explanations for the fields when creating a new job request.

Context and Description


Provide a bit of context about the project. The more details you provide, the better.  

Context Example:

Our client is t-shirt design business for YouTubers. We are looking to grow our list by offering a free downloadable about 'Top 10 ways to make money on YouTube'.

Description Example:

Please create a popup lead capture on our website to download the attached "10 ways" ebook.  We will then nurture the prospect through a series of 5 emails.  The final email is a sales email with links to our shop and how to open an account with us.

Please see the link to a google doc for copy.

How to best fill out the fields in a Project Brief:

  • Project Title: Your request title should be a few words describing the request. i.e. "How do I add a payment" or "Campaign XXXX is broken"

  • Project Context: Context is EVERYTHING. Remember we are not in the room with you so providing a bit of context around why you need this done can really help sometimes.

  • Project Description/Context: Your description should include a detailed description of what you need done. Make sure you are clear on the outcome so we can provide you with an accurate schedule or a quick resolution.

  • Goal of Project: What is the actual goal of the project? This is part of the context, and sometimes we can even provide feedback on better ways can be achieved when provided. If a workflow, what is the end goal of the campaign. What will make the workflow finish?

  • Triggers: What kicks this off? Is it a form submission, a property change being applied, a Landing Page being completed?
  • Deadline: Let us know if you have a deadline or a specific time frame you need the campaign launched by.

    We can't guarantee that we will be able to complete the project by this deadline. However we will do our best take the deadline into consideration when we are scheduling your project.

  • Questions: Are you not clear on how something would work? Please feel free to ask questions about how we would build anything.

  • Copy/Content: Please attach any files or url to any document containing the copy for any emails, landing pages, or SMS.

    TIP: It's a good idea to have the copy prewritten, if they are not, your delivery date for the project are typically extended 1 or 2 business days as we will need to re-test after updating any content.

  • Attachments: Sometimes a picture is worth a thousand words. Make sure you attach any supporting documentation that would help us solve your request ASAP.


  • Is this preventing your business from running and needed solved ASAP? Add URGENT to the subject line so we make it our #1 priority.

    Note: that it will stop all other work and we will focus all our resources on fixing the issue for you. Can NOT guarantee a timeline we can get it done, but we will prioritise it.
  • Let us know what priority it places in your list. At the bottom of the email add Priority 1, 2 or 3. Priority 1 being the most important.

    You can have multiple tickets under each priority and we will only move to priority 2 or 3 once all requests in higher priorities have been solved

Here are a few examples:


Landing Page:

  • Copy: Attach the content of Landing Page with break down of Header, Sub Title, making sure clear to team
  • PSD: If we are building from a PSD is that attached?
  • Design: Are you needing us to design the landing page?  Do you need to attach any examples designs to help guide us for your client's specific needs?
  • Template: Is there a specific existing template we should use?
  • Thank You Page: Content, design...
  • Workflow: Is there an existing workflow that the contact should enter or are creating a new one?
  • Lists: Should the the contact be added or removed from any lists?
  • Sales Pipeline: Should a deal be created, or any workflow triggered based on the sales pipeline?

New Workflow:

  • Describe how the workflow should flow from start to finish. The more details you provide, the better.
  • Include what is the purpose of the workflow and your end goal.
  • Let us know if you have a deadline or a specific time frame you need the campaign launched by
  • All copy attached or hyperlinks to Google docs or Dropbox

Updating a Workflow:

  • Describe how the workflow should flow from start to finish and which parts of that flow need updating.
  • Let us know if you have a deadline or a specific time frame you need the campaign launched by
  • Any copy that needs updating should be attached or hyperlinks to Google docs or Dropbox


  • What would you like to integrate with what
  • Have you purchased and setup both parties?
  • Add login details to 1Password for the applications you would like to integrate
  • Describe what function or integration you would like to perform.