Your client texts you on WhatsApp: "Make me something nice for Saturday's promo." You produce it, send it over, and the reply is: "That's not what I meant." You lost a day, you burned a revision, and your client starts to have doubts.
The problem is almost never the design. The problem is the information you got at the start. A good brief is the difference between delivering right the first time and spending the week on corrections.
Why the brief is your best tool
When you work with us as a partner agency, you send us your client's information and what needs to be done, and we produce it. Everything that goes right or wrong depends on what comes in. If the brief is clear, the design, the copy or the ad lands close to what your client has in mind. If it's vague, we have to guess.
A complete brief also protects you. It puts in writing what the client asked for, with which details and for what date. If they change their mind later, you have a way to explain that it's a new request, not a mistake.
What you should always ask for
You don't need a ten-page form. You need the essentials, stated clearly:
- Business details: exact name, what they do, the city or area they serve, phone, WhatsApp, address and social media profiles.
- Visual identity: a high-quality logo, colors, fonts if they have them, and examples of past designs they liked or didn't.
- A specific goal: what they want this piece to achieve. Sell a product, fill appointments, announce an opening, get messages.
- Audience: who they're talking to. A family clinic is not the same as a bar for young people.
- Offer and hard facts: price, dates, terms, hours. Everything that can't be wrong.
- Delivery and publishing date: when they need it ready and when it goes live.
- Language: Spanish, English or both. We deliver in both.
If your client already has brand guidelines, ask for them. If they don't, it's worth putting them together once. We explain what goes into them in this article on visual identity.
If you want to start producing with us behind your brand, message us on WhatsApp and we'll send you our agency pricing list.
Brief by service
Each service needs an extra detail. Use this table as a quick guide:
| Service | What can't be missing |
|---|---|
| Social media | Topics for the month, promotions, special dates, the business's own photos |
| Meta ads | What's being advertised, to whom, in what area, where the leads go |
| Website | Sections, copy or services, photos, domain, examples of sites they like |
| AI for WhatsApp | Products and services, prices, FAQs, rules and tone |
| Customer Support | Hours, what gets answered, how appointments are booked, who to escalate to |
If it's your first project with us, what we need to start producing has the full list to get going.
How to ask without wearing your client out
Many business owners hate filling out forms. Don't make it hard for them:
- Ask short questions, one per line, in the same WhatsApp chat you already use.
- Give them options instead of open questions: "Do you want it more elegant or more eye-catching?"
- Ask for examples. A screenshot of a design they liked says more than three paragraphs.
- Group it by month. For social media, one conversation at the start of the month saves you scattered messages every day.
- Confirm with a summary. Before you send us the brief, repeat back what you understood and wait for their "yes."
That last step is the one that saves the most revisions. If the client confirms the summary, you have a clear agreement.
Common mistakes when gathering information
- Logos as screenshots. They look blurry. Ask for the original file or the best quality they have.
- "Roughly" prices. If the price isn't confirmed, better leave it out until it is.
- Photos from the internet. They may be copyrighted. Better to use the business's own photos or licensed images.
- Five-minute voice notes. Listen to them, but turn them into text in the brief. Written words don't get misread.
- Last-minute changes nobody mentions. If the client changes something, update the brief before it goes into production.
What we do with your brief
When the information arrives, we review it before producing. If something important is missing, we ask you, never your client. Fully white label: we don't contact the end client. Then we produce, deliver to you, and you present it under your name.
Do you have an agency or work on your own? We are your production team.
You sell and bill under your brand; we handle social media, ads, websites, AI and support at agency pricing. Your client never knows we are behind it.
The next step
Put together a short template with the questions in this article and use it with every new client. Over time you'll notice fewer revisions and faster deliveries. If you want to start producing with us behind your brand, message us on WhatsApp and we'll send you our agency pricing list.
Frequently asked questions
What if my client doesn't have a logo or defined colors?
We can create the visual identity as the first job. That way everything that comes after follows the same look.
Do you ask my client for the information directly?
No. Everything goes through you. If a detail is missing, we ask you so you can ask your client.
Can the brief be in English?
Yes. You can send it in Spanish or English, and we deliver the content in whatever language your client needs.
