# [Client name] — client brief for AI

Owner: [name] · Last verified: [YYYY-MM-DD] · Version: [1]

## How to use this brief
- Treat every fact below as true as of its verified date.
- If something you need is not in this brief, say so and ask. Do not guess.
- Never mix this client's facts with another client's.
- The Rules section overrides general best practices.

## Company
- What they do: [one sentence] (source: [url] · verified [date])
- Based in / serves: [location, markets] (source: [url] · verified [date])
- Founded: [year] (source: [url] · verified [date])

## Offerings
- [Product or service]: [what it is, who it is for] (source: [url] · verified [date])
- [Product or service]: [...] (source: [url] · verified [date])

## Pricing and offers
- [Plan or package]: [price, billing period] (source: [url] · verified [date])
- Current promotion: [offer, or "none"] · valid until [date] (source: [url] · verified [date])

## Audiences
- Primary: [who, size, role, situation] (source: [url or team] · verified [date])
- Secondary: [...] (source: [...] · verified [date])

## Positioning
- In one line: [how the client describes itself] (source: [url] · verified [date])
- Main differentiators: [2–3 points] (source: [url] · verified [date])
- Competitors, for context only: [names] (source: [team] · verified [date])

## Claims and proof
- Approved claims: [statistic, award, customer name] (source: [url or client] · verified [date])
- Claims to avoid: [anything unproven or retired] (source: [client] · verified [date])

## Voice
- Tone: [3 adjectives, e.g. plain, warm, direct]
- Words we use: [...]
- Words we never use: [...]
- An on-voice sentence: "[a real sentence from the client's site]" (source: [url])

## People
- Approver: [name, role]
- Spokesperson for quotes: [name, role]

## Rules
- [Do or don't, legal wording, required disclaimers] (source: [client or team] · added [date])

## Goals and decisions
| Date | Decision | Decided by |
| --- | --- | --- |
| [YYYY-MM-DD] | [what was decided] | [name] |

## Open questions
- [Something the AI or the team needed that this brief does not answer yet]

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Template: client.md by SagaJoe (sagajoe.com/learn/client-brief-template) · CC BY 4.0