Client Intake & Project Brief

Client Intake & Project Brief is an editable Excel workbook from TradeReady Templates for contractors and small trade businesses.

Use this template to keep client intake & project brief organized with a clear structure for routine updates and review. Maintain consistent records, spot items that need attention, and adapt the workbook to your business processes.

What you receive: a downloadable, editable Excel file with structured worksheets and tracking fields. Digital download only; no physical item will be shipped.

Note: For planning and recordkeeping; not legal, tax, or professional financial advice.