Client brief app for design agencies: organize project details without WhatsApp chasing
Collect project briefs, budgets and deadlines from clients without chasing details over WhatsApp.
Manage customers · Marketing or design agency · Nigeria
Collect project briefs, budgets and deadlines from clients without chasing details over WhatsApp.
Who it's for
You run a small design and marketing agency in Lagos or Abuja. A few of you: two designers, a copywriter, an account manager, and yourself. Work comes by referral, a restaurant group, a church, an SME that needs a logo and a pitch deck. The problem bites on Monday morning, when your designer asks what exactly the client wants and the answer is buried inside a long WhatsApp chat full of voice notes and forwarded images.
The problem today
Every job starts on WhatsApp. The client sends a voice note while driving, then one line about budget, then silence for days. I am the one chasing: send me your logo, send me the brand colours, what is the actual deadline, is it Instagram size or print. The files they sent last month have expired in the chat so I ask again and they tell me they already sent it. My designer starts work on the wrong idea because the brief in his head is not the brief in my head. We redo the work for free, the job drags, and the client thinks we are the slow ones. Some enquiries I never even follow up, because the chat scrolled past.
What the app does, screen by screen
- Client sign-in and my projects — The customer signs in and sees only their own jobs, each one with its stage and what is waiting on them.
- New brief form — The customer fills in what they want done, the budget range they have in mind, the deadline and where the work will be used, and uploads their logo and brand files.
- Project status and files — The customer follows the stage the job has reached, reads the next step, downloads the quote and collects the final files without asking anybody for an update.
- Incoming briefs — The owner and the account manager open each new brief, see which answers are still missing, and accept the job or send it back for the missing details.
- Client record — Staff and the owner keep each client's full history in one place, past jobs, notes from calls, and the date of the next follow-up.
- My work list — A designer sees only the jobs handed to them, with the brief and brand files attached and the due date on top.
Who uses it and what it keeps track of
- Clients — Business name, the person you deal with, their phone and email, how they found you, and which staff member handles them. Staff and the owner see the whole list; a client only ever sees their own record.
- Briefs — What the client wants made, where it will be used, the budget range, the deadline, their logo and brand files, and whether the brief is complete or still waiting on answers. The client sees their own; the team sees all.
- Projects — The job title, which client it belongs to, the designer carrying it, the stage it has reached, the next step and the due date. The client sees the stage and the next step only.
- Notes and follow-ups — What was agreed on a call, promises made, and the date to check back. Team only, the client never sees this.
- Documents — Quotes, invoices, approved designs and final files, each tied to one job. The client downloads only the ones you release to them.
What it changes for the business
The brief stops living in a chat and starts living in one place everybody can open. Your designer begins on Monday with the budget, the deadline and the brand files already in front of him, so there is less free rework and fewer arguments about what was agreed. Clients stop asking for updates because they can look. Enquiries no longer scroll past and die, because each one has a follow-up date on it. You spend your day on the work instead of chasing details, and the agency starts to look like one a bigger client can trust.
The one decision that matters
The one decision: is the brief form the only way a job can enter, or can your account manager open a job from a phone call and fill the brief later. Make the form the only door in, but let the account manager fill it on the client's behalf while they are on the call, because some clients will never type anything themselves. If you allow jobs to start with an empty brief, you are back on WhatsApp within a month. Either way you design and build every screen once, so there is no extra work in choosing the stricter path. Mark a brief as incomplete until the deadline, the budget range and the brand files are in, and let nobody hand it to a designer before then.
What to build first, and what can wait
Build the client list with history and follow-ups, the brief form, the status page with its stages, the documents, and the WhatsApp button. That alone ends the chasing. Leave deposits and online payment, invoicing, time tracking, proposal templates and comments on designs for later. Get your current clients signing in and filling briefs first; add money and reviews once the habit holds.
How BooDoo builds it
You describe the agency and the way a job comes in, in plain words, and BooDoo builds it. It makes the real thing behind the screens: the database and the sign-in, with your clients, your designers, your account manager and yourself each seeing different screens. The same request gives you a website on its own live address and an Android app you can publish to Google Play under your own account, with your own domain connected. The WhatsApp button that opens a chat with the agency comes from the ready integrations. Later you describe the change and it changes.
How you'll know it works
A designer starts a job on Monday without asking you one question, and a week passes with no client messaging you to ask for an update.
Build it
Paste this in and it gets built.
I run a small design and marketing agency in Lagos and I want an app for my clients and my team. My clients should sign in, fill a brief form for a new job saying what they want, where it will be used, the budget range and the deadline, and upload their logo and brand files, then follow the stage the job has reached and download the quote and the final files themselves. I want a client list where my account manager keeps each client's history, the notes from calls and the date of the next follow-up, so no enquiry is left hanging. My designers should see only the jobs given to them, with the brief attached. I should see everything, including which briefs are still missing answers. Put a WhatsApp button so a client can chat with us from inside the app, and give me the website and the Android app so I can put it on Google Play myself.
Paste that request and it gets built, with a real database, sign-in and a phone app. You can change anything afterwards.
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