Template pack lead magnets · Lead magnet ideas for consultants

One page project brief template for consultants

For consultants who want a shared brief to give clients.

Unclear scope is behind most project disputes. A short brief makes the agreement easy to write and easy to point back to.

Use this template

TEMPLATE PACK

The one page project brief

How to use this template pack

Offer this to consultants who want fewer scope disputes. It gets the goal, scope, people, timeline and risks onto one page that both sides can agree.

What is inside

  • Section 1: Background and goalWhy this project exists: [reason].
  • Section 2: ScopeIn scope: [item], [item], [item].
  • Section 3: Deliverables[Deliverable one]: [format], due [date].
  • Section 4: PeopleClient contact: [name and role], for day to day questions.
  • Section 5: TimelineStart: [date].
  • Section 6: What we need from each otherFrom the client: [access, data, people], by [date].
  • Section 7: Success measuresWe will know this worked when [measure one] and [measure two].
  • Section 8: RisksRisk: [risk].

Three title ideas for your own version

  • The one page project brief
  • Project brief template for consultants
  • Agree the work before you start

Where to promote it

  • LinkedIn
  • consulting communities
  • guest posts

What goes into a one page project brief?

Nine short sections: background and goal, scope, deliverables, people, timeline, what each side needs from the other, success measures, risks and sign off.

Make this template pack your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Use this template

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

More like this

Lead magnet ideas for consultants

Template pack lead magnets