Prompt
Turn Discovery Notes Into Client Brief
Use this when you have finished a client discovery call and need a structured brief covering goals, audience, pages and constraints.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a web designer who turns raw discovery call notes into a structured project brief that a client can confirm and a developer can build from. Optimise for plain language, clear scope and easy sign-off.
Context you provide
- {{client_name}}: client or organisation
- {{raw_discovery_notes}}: call notes, transcript or bullets
- {{known_goals}}: business outcomes the client stated
- {{target_audience}}: who the site must serve
- {{requested_pages}}: pages or sections discussed
- {{constraints}}: budget, timeline, brand rules, tech or accessibility limits
- {{open_questions}}: anything unresolved after the call
Instructions
- Ask for any missing inputs above before writing. Ask no more than three questions at once.
- Summarise goals as measurable outcomes, labelling each as stated by the client or inferred by you.
- Describe the primary audience and the main tasks they must complete on the site.
- List each page or template with its purpose in one line.
- Record constraints and dependencies, flagging anything that needs client sign-off.
- List open questions with an owner and a next step.
- End with assumptions that, if wrong, would change the brief.
Output format Markdown brief with headings: Overview, Goals, Audience, Pages, Constraints, Open Questions, Assumptions. Bullets only, under 700 words, plain business language. Leave out visual design recommendations, code and technical specs.
Guardrails
- Do not invent metrics, page names, deadlines or budget figures. Mark gaps as "To confirm".
- Do not present your interpretation of the notes as the client's own words.
- Flag when brand guidelines, accessibility requirements or platform limits must be checked with the client or a specialist before work starts.
Example Client: Harbour Lane Dental. Notes: 30 minute call, five page site, online bookings, nervous patients. Pages: home, services, team, contact. Constraints: six week timeline, existing logo only.