Client Briefing: Start the project on the right foot

Projects fail because they start with wrong information. Using Jestor Forms to collect the initial Briefing (whether Marketing, Architecture, or Consulting) ensures you capture client expectations and save them directly to the project.

The client works for you

Send the form link. The client fills in:

• "What is your goal?"
• "Who are your competitors?"
• "Upload your Logo." The client feels heard, and you receive everything organized.

Database Connection

Unlike Google Forms, Jestor connects the answer to the Client. The answer "Goal: Sell More" goes straight to the "Goal" field inside the client's record in your CRM. No copy-pasting.

Frequently Asked Questions (FAQ)

Is the form pretty? Yes, you can add your logo and background image, conveying professionalism.

Can I save progress? If it's a long form, Jestor allows saving drafts to continue later (depending on config).

Do I get notified? Yes. As soon as the client submits, your sales or project team gets an alert.

Conclusion

With Jestor Forms, you eliminate "broken telephone" games and deliver exactly what was asked.

Create perfect briefings:https://jestor.com/forms/