What to ask a client before you start a website, e-commerce, branding, or app project — checklists, email templates, and a client intake checklist you can reuse on every job.
A web design brief checklist by category — identity, content, technical access, legal — with a reason for each item and whether it can wait past kickoff.
Everything specific to selling online that a client needs to supply before an online store can launch, grouped by category, with the reason and timing for each.
A logo brief that skips positioning, usage and file formats produces revision after revision. Here is what to ask before any concept work starts.
Everything a client needs to hand over before an app gets built — store accounts, branding, API keys, legal pages — grouped with a reason and timing.
Clients ignore vague requests buried in a busy inbox. These five copy-paste templates — request, two reminders, an escalation, a thank-you — fix that.
A free client intake form template for any agency or freelancer — contact, project, goals, content, access, and budget fields, as a checklist and PDF.
A copy-pasteable client intake form for web design projects, with the exact field type each item needs, ready to send as-is or adapt before kickoff.
The fastest way to collect documents from clients is one list, sent once, with a deadline and a fixed reminder schedule instead of scattered emails.
What text a website needs, who should write each piece, how to ask a client for it with a word count and a deadline, and what to do when it doesn't arrive.
Sending logins by email or WhatsApp leaves a permanent password in a chat log. Here are safer options, ranked worst to best, plus what to do after.
Clients rarely withhold a logo or photos on purpose — they stall from being overwhelmed, an unclear ask, no deadline, or no one owning it on their end.
A web design onboarding questionnaire covers goals, audience, brand, content, and technical needs — asked before design starts, not discovered midway.
There is no single best way to collect files from clients. Compare email, transfer links, cloud requests, forms, and dedicated portals to find the right fit.
What to ask a client for on a WordPress build — copy, images, and access — in what order, and how to handle the credentials safely.
Sending a website login by email or WhatsApp leaves a permanent password sitting in a chat log. Here's how to hand access to your developer safely instead.
BriefGate MCP lets a Cursor agent collect a client's logo, copy, and credentials through a tracked portal instead of stalling mid-build.
MCP elicitation asks whoever is running the agent, in the same session. An answer from a client who isn't there needs an asynchronous channel instead.
Every coding agent hits the same wall: the code is ready to go, and the client's logo, copy, or login isn't — and there's no good way to hand it over.
Connect BriefGate's MCP server to OpenAI Codex so it can request a client's files, text, and logins — BriefGate emails them and follows up automatically.
BriefGate is one MCP server — https://mcp.briefgate.dev/mcp, plus the local npx -y @briefgate/mcp package — that works the same way across every MCP-capable…
How to use ChatGPT as an MCP client for BriefGate, so a chat that's scaffolding client work can ask the client for a file or a login directly.
Gemini CLI reads MCP servers from settings.json, and BriefGate's hosted endpoint works with it the same way it works with Claude Code: point the CLI at the…
Windsurf's agent (Cascade) reads MCP servers from mcp_config.json. BriefGate's hosted endpoint connects the same way any remote Streamable HTTP MCP server…
Add BriefGate's MCP server to VS Code so Copilot's agent mode can request a client's logo, copy, and logins — and get them back without leaving the editor.
Claude Desktop connects to BriefGate two ways: as a remote custom connector (no install, browser-based sign-in) or as a local MCP server via…
claude.ai connects to BriefGate as a custom connector — no install, no API key to copy, sign in once from your browser.
The stretch between a client saying yes and the work actually starting is mostly the same four steps on every project: decide what you need from them, ask for…
If you already run your agency on Zapier, client intake shouldn't be the one step that still happens by hand. This is a how-to companion to BriefGate for…
The best version of a client project is the one where, by the time you sit down to build, the logo, the copy, and the hosting login are already sitting there…
The moment a client finishes an intake, the files, copy, and credentials you asked for already exist — typed, validated, ready to read.
The best outcome for a finished intake isn't a link you have to remember to open — it's a project folder that already has everything in it, and a Slack…
Your client gets an email, taps a link on their phone, and is looking at a page asking for their logo files. No password to invent, no "confirm your address"…
At some point in almost every project, someone needs a password. A WordPress admin login, a domain registrar's API key, the FTP credentials for a hosting…
On 17 September 2026 a Bing Webmaster Tools site scan of briefgate.dev flagged two pages for a missing H1. Both were demo client portals on p.briefgate.dev…
The point of a reminder is that materials show up without you having to remember to ask again. Get the cadence wrong and you get the opposite: a client who…
How to get a client's API key to your coding agent without pasting it into chat: a BriefGate secret item, one-time reveal, and where to store it next.