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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

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

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

  1. Ask for any missing inputs above before writing. Ask no more than three questions at once.
  2. Summarise goals as measurable outcomes, labelling each as stated by the client or inferred by you.
  3. Describe the primary audience and the main tasks they must complete on the site.
  4. List each page or template with its purpose in one line.
  5. Record constraints and dependencies, flagging anything that needs client sign-off.
  6. List open questions with an owner and a next step.
  7. 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.