Communication with the customer is really important for the designer. A proper briefing is half the design work, and it’s the first contact with your customer when he sees you “in business.” You should treat the first brief as your first acquaintance.

Some introduction information

Many people do not pay enough attention to a brief because they think that a brief is only necessary to understand the client’s task. This is one of his functions, although it is the main, but not the only one. In addition to getting to know the client and his task, you also make contact with him. It is at the moment of the briefing that the client evaluates you as a professional.

The brief has one more function, with his help, we can typify the client. When the client answers our questions, he talks a lot about himself. The customer who answers your questions tells a lot of ways to work with him and how to interact with him.

Before the call, we try to find as much information about the client as possible, so that when we ask business questions on the call, they will provide more details. And we have approximately ready answers to these questions, which we supplement. The client likes to talk about himself and his project, so this is an excellent opportunity to create a “full picture” of his business. Using this method, it’s always easier to prepare questions that we can ask the client to show their competence and orientation in their business. 

The further course of events depends on how much information the client has provided before the call. If he has his brief, you can walk through the summary on the call and clarify the points that seem to be controversial. The main point of this call is to know the maximum information, which then will help to give the most transparent possible details. Since, at first glance, it usually seems that the client, in his brief, presents only the structure of the product. But the estimation depends heavily on the amount of content and complexity of functionality.The client, for his part, can not always understand that the structure of his product is complex. And often in his brief, he may miss it. 

Ideally, to discuss the project with the person who makes the decision.

Three critical functions of the brief

Understand the task: Maximize the client’s goal regarding the project, clearly form the TOR.

Build a relationship: Briefing helps you to show your competence and understand whether we will work with the client or not. 

Typify the client: We can conditionally identify three types of clients: win-win, lose-win, win-lose, lose-lose: 

• Win-win – is when everyone should get the benefits, the performer quality work in the portfolio, the customer – a cool product.
• Lose-win – in this case, the client is passive about his product, and the executor includes all his creativity for the portfolio. 
• Win-lose – this option works when the client makes a product by the designer’s hands, continuously adjusts all the work, and does not take advice from specialists.
• Lose-lose is a losing option. At the briefing, it helps to determine what the client and the customer will not work, for example, the vision of the product realization is different, or the work that the client wants requires resources that the company does not possess. And many other options. 

There are two other not so obvious problems related to the brief:

It’s worth taking it as a rough draft

The man sees your questions for the first time, many of them he may never have thought about. We return to this draft a few more times to clarify the details.

It’s essential to understand who your client is

Very often, designers do not notice that they are not talking to the decision-maker. And this is the person on whom the whole fate of the project depends. Ideally, to discuss the project with the person who makes the decision.

How to create the perfect brief?

Properly designed brief eliminates many communication problems with the client and speeds up the work process. But the other question is: how do you make it so that it is an advantage, not an obstacle?* We have a couple of rules on how to create a brief.* 

Information structure

The order of the current information makes sense.Set out the necessary data consistently and clearly, so that no further questions arise with it.

Limit yourself to the data you need

A person who genuinely loves his project, like any seller, can talk about it endlessly. And for the formation of a clear TOR, it is necessary to remove excess and pass only the most essential to the performer. 

Be attentive to the details

Details are the key to success. You need to understand: branding for a company is a balloon or anchor. Initially, we get answers to the list of questions in a short form, after a conversation with the client. We ask leading questions on the e-meeting, and if necessary, additional calls are possible to clarify details. When we work with a client, we adhere to the following factors: 

• we fix the criteria in the most detailed way possible;
• check them, standards, references or mudboards;
• we use these criteria in our design;
• we speak in the client’s words in the presentation.

Correctly set goals and objectives

The goals and objectives may coincide, in fact, but not in approach. What do we mean? It is essential to understand what a person is motivated to do and formulate a goal based on it. This helps us to understand the points of interaction with the client. In other words, if he is interested in the money and safety of the business, we should not tell him about the image and innovation.

Limit the responsibility

Write the desired format of the work: how all materials are accepted and discussed, in what terms the work is considered. The project should agree on a schedule of the main stages of the project, in which all deadlines for each participant would be approved.

Necessary questions for the Brief

• Why do you need the design now? Why do you need the design now? This wording is essential, as the client begins to answer the question and describe the situation in the business. There is no such thing that the design was needed all of a sudden. If the client responds with general phrases, it is better to ask clarifying questions.
• Why does your project have such naming? We use this question when the client has difficulty answering the positioning questions.
• What is the “Logo Location” of the logo? The term “Logo Location” means that this is the place where the logo will be seen most often. If it is a digital product, it is most likely a company website. Or maybe the company’s focus is on social media, and then it should already be considered what the logo will look like to be located in the interface of a particular social network. Logo Location is the place where the logo will look perfect.
• Have you already tried to develop a design for this project? You may come across a client who has already been to various agencies and, for some reason, did not like their concepts. In this case, it is necessary to see the results of other agencies’ work so that your approach to design does not coincide with an already “unsuccessful” one.

Let’s sum it up

The brief is the first professional contact between a customer and a contractor. The information that the company receives after the brief session is likely to be supplemented, as clarifying questions are necessary, and it is extremely undesirable to miss details in this case. Therefore, it should be expanded. When creating a brief for branding, it is necessary to understand its primary purpose. For example, do we just launch a product on the market to get acquainted with it, or do we already form some image of the company? And, of course, we should not miss the above recommendations for creating a brief. If you have a desire to see a cool briefing, mail us and we’ll show you what we meant in this article.