A research brief intake consultants can scope from: client and contact details, business background, objectives, target sample, geographic scope, timeline, preferred methods, budget expectation and referral source.
Quick answer
A research brief intake consultants can scope from: client and contact details, business background, objectives, target sample, geographic scope, timeline, preferred methods, budget expectation and referral source.
Proposals go wrong when the brief was really a topic. This intake collects sixteen fields before anything is written: client or company name, primary contact and email, business background and industry, the research needs and objectives, the target sample or audience, geographic scope, project timeline, preferred research methods, budget expectation, an additional context block and referral source, with section dividers keeping situation, goals, constraints and delivery in separate answers. Consultants and freelancers scope from this instead of from a phone note.
Live form preview — fill it in to see how each answer is captured and exported.
Everything you need to run this template.
Business background, research needs, objectives and target sample.
Geographic scope, timeline, preferred methods, budget expectation.
Client and primary contact with email, plus referral source.
Dedicated additional-context field so briefs are not squeezed.
From copy to deliverable in four steps.
Copy the brief form into your FormLM workspace — free.
Respondents answer basics; calls start higher.
Use open fields to probe on the call.
Scope and price against what was written.
Pick your role — see how it fits your workflow.
Qualify fit before the first meeting.
Stop rewriting proposals from vague emails.
Hand account teams a complete intake.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
