Worksheet

Client intake brief template

A fillable template with five parts: company and problem summary, users and workflow exceptions, sample data and integration list, budget and ownership terms, and an access-request log. Bring it to the first vendor call.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “What Information Should You Give a Software Development Company?”, www.gullysystem.com/blog/what-information-should-you-give-a-software-development-company