Send a client brief
When to use this
Use this guide early in a lead: before you price anything, let the client tell you about the day in their own words, on their own time.
What a brief is
A client brief is a friendly guided form you send from a lead. The client confirms the basics, describes the style they are after, uploads inspiration photos, and indicates budget, and it all lands back on the event ready for your proposal work.
Step-by-step walkthrough
Compose the brief from the lead
Lead cards on the events board suggest the brief as a next step. Composing mints a private link you can email from BloomBoard or copy into any channel you already use.
The client fills it in, at their pace
The brief walks the client through short steps: the basics (date, venue, guests, which they confirm or correct), the people involved, what they need with simple counters and an honest “not sure” option, their style in chips and words, inspiration photos (with hearts for favourites), a budget band, and final notes, all reviewed before sending. If they close the tab halfway, the link picks up where they left off.
Review the submission
When the brief comes back you get the submission on the event, next to everything else about the job. From there, build the proposal on a foundation the client gave you themselves.
Make the budget bands yours
The budget options the client sees come from Settings → Client brief, where you can shape the bands to your market and preview exactly what clients will see.
A good brief saves a revision later. The style words, photos, and budget band all pay off when the first proposal already feels like the client’s day.