Creative Project Brief Template

Gather accurate information from your visitors and send customized proposals

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The Creative Project Brief Template is an excellent tool for businesses to quickly and efficiently gather information from their prospects or customers. It provides an easy to use, customizable lead page that helps businesses understand what their prospective customers need. The template is designed to ask questions related to a project, such as budget and timeline, then after the completion of the questionnaire the visitor is asked for their contact information. In turn, a project proposal can be sent within 24 hours based on the answers provided. This template makes it easier for businesses to collect data in a timely manner and provide proposals tailored to each customer's needs.

This template can be used by companies of all sizes in any industry requiring detailed information about potential projects from clients before creating a proposal. This includes software development companies, marketing agencies, product design firms, graphic designers, web developers, consultants and many more.

With the help of this template, you can quickly gather accurate information from visitors and send customized proposals accordingly. Your time is saved when dealing with client inquiries since they will have all of the necessary data at hand without having to constantly follow up with clients via emails or phone calls. Ultimately, this leads to higher efficiency and improved customer satisfaction rates as well as more successful projects overall.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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