Brief - Modern Client Onboarding Tool Template
Lovable Templates
1 collaborator
Template Name
Soft Creative Brief
Purpose
Kick off every project on the right foot. The Soft Creative Brief template makes it easy for clients to share their vision, goals, and style - no intimidating agency forms, no endless back-and-forth. Perfect for designers, devs, and anyone who wants to start every project with clarity and good vibes.
Lovable Prompt
Build a modern, minimal client onboarding tool with:
Friendly welcome screen
Multi-step form: name, email, project name, goals, what success looks like, inspiration upload, brand vibe (pick or type 3 words), must-haves, no-gos, timeline, budget, contact preferences, extra notes
Progress bar at the top
All fields styled with soft, rounded inputs and conversational copy
Drag & drop uploads for inspiration/moodboards
Big “Send brief” button with a warm confirmation message
Clean, mobile-friendly layout with plenty of breathing room and light illustrations/icons
Preview
Kickstart
Goals
Features
• Conversational onboarding: Every question is phrased like a real conversation - not an interrogation.
• Easy step-by-step flow: Progress bar keeps things light and focused.
• Brand vibe picker: “Describe your brand in 3 words” - clients can type or pick from suggestions.
• Inspiration upload: Drag & drop or click to add images, screenshots, or links.
• Must-haves & No-gos: Quick inputs for deal-breakers or essentials.
• Timeline & budget: Optional, but easy to add for full transparency.
• Preferred communication: Clients choose their favorite way to keep in touch.
• Polished finish: Friendly success message, instant confirmation - everyone feels ready to start.
Design Notes
• Zero stress: Minimal, whitespace-rich design puts clients at ease.
• Mobile-ready: All fields stack neatly, with touch-friendly controls.
• Little touches: Animated checkmarks, subtle hover states, and playful microcopy keep things human.
• Totally customizable: Change the steps, colors, or microcopy for any workflow.
Troubleshooting
1. The form feels stiff or corporate:
Use a friendly font (Inter, Geist), big headings, and playful microcopy.
Add space and round all corners.
2. Progress bar issues:
Make sure it matches your number of steps.
Use soft colors and test on mobile.
3. Upload button not obvious or no preview:
Add a “+” icon, clear text, and show file previews or names after upload.
4. Cramped on mobile:
Stack everything vertically and make buttons/input fields full width with extra padding.
5. “Send brief” button not working:
Check required fields and show errors clearly.
Add a success message after submitting.
6. User input not saved:
Use autosave on each step if possible.
Warn before leaving an unfinished form.
7. Design doesn’t match preview:
Adjust font sizes, use template colors, and increase whitespace.
8. Accessibility issues:
Connect labels to inputs, check color contrast, and ensure keyboard navigation.
9. Can’t change/add/remove steps:
Duplicate the template and edit your own copy.
Consult builder docs for customizing steps.
10. Clients get lost or quit:
Simplify steps, add clear examples, and keep the flow short and friendly.
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Posted May 30, 2025
The Soft Creative Brief template makes it easy for clients to share their vision, goals, and style - no intimidating agency forms, no endless back-and-forth.
