Build your own questionnaires
Create organisation-specific briefing templates with sections, guidance and the questions your service genuinely requires.
Optional JobCue module
Turn client requirements into a brief your team can use.
Briefing lets an organisation build its own structured questionnaires, issue them through the Client Portal and keep the completed requirement connected to the relevant client and Job. Where portal access is not appropriate, the same brief can be exported for offline completion.
Client briefing
Website discoverySubmitted
Business goalsComplete01
AudienceComplete02
Required featuresReviewed03
What buyers are looking for
Looking for client briefing and questionnaire builder software?
Client briefing software should capture requirements in a form the delivery team can act on. JobCue lets each organisation create its own questionnaires, use conditional follow-up questions and connect a submitted brief to the Job workflow.
Use richer answer formats
Collect free text, long answers, single and multiple choices, checkboxes, dates, numbers, files and yes-or-no decisions, with conditional follow-up logic.
Ask conditional follow-ups
Reveal a relevant question when an earlier answer meets the condition you define, keeping interactive briefs focused for the client.
Save, return, review and accept
Let authorised clients save progress, receive reminders and submit a versioned response for review, revision, acceptance or rejection.
Map approved answers into the Job
Map selected answers into supported Job fields and generate reliable PDF or Word output without retyping the accepted requirement.
Trigger the next routine step
A submitted brief can satisfy a plain-English automation rule, while Users remain free to manage the related task manually.
Who benefits from Briefing
Use Briefing where it removes uncertainty from real work.
Agencies and creative studios
For teams that need a dependable discovery, campaign, design, content or production brief before delivery starts.
Event and technical suppliers
For businesses collecting venue, access, equipment, programme, safety and delivery requirements from a client.
Consultancies and service teams
For organisations that want repeatable intake without imposing the same questionnaire on every engagement.
Relevant industries
See where Briefing fits.
Browse the industries where this feature is especially useful, grouped by sector so you can get to the most relevant workflow quickly.
33Industries
7Sectors
Creative, Marketing & Digital
9 industriesEvents, AV & Production
11 industries
Exhibition Builders→
Live Events & Productions→
AV Companies & Integrators→
Event Agencies→
Experiential & Brand Activation Agencies→
Video & Film Production Companies→
Photography Studios & Production Agencies→
Set & Scenic Production Companies→
Theatre & Entertainment Production Companies→
Technical Production Companies→
Podcast & Content Production Companies→
Print, Build & Physical Environments
4 industriesTechnology & Managed Services
1 industryProfessional Services & Training
2 industriesEngineering & Technical Services
3 industriesSpecialist Creative Production
3 industriesWhy JobCue
A usable brief should become part of the Job, not another attachment to retype.
JobCue Briefing turns structured client answers into connected operational context. Teams can design the questions themselves, publish them when useful and let submission update an appropriate workflow rule without preventing a User from progressing the work manually.
✓No compulsory pre-loaded templates
✓Conditional questions for cleaner client journeys
✓Portal and offline document routes
✓Connected to automation without controlling real-world completion
Connected by design
Optional modules extend JobCue without becoming accidental dependencies for unrelated workflows.
Connected without duplicate updates
Let Briefing inform the rest of the Job.
When an event in Briefing matters to delivery, a permission-controlled automation rule can update a related task or programme item. The same organisation, Job and Project context is reused, while Users retain a manual override for exceptions and work completed elsewhere.
Less duplicate administration
Convert structured client answers into actionable Job information
Build organisation-specific questionnaires with conditional questions, then collect answers in the portal or generate a document when interactive access is unavailable. A completed brief can inform—not control—the operational checklist.
Show a follow-up question after a Yes answer
Publish a brief in the client portal
Complete a linked “Brief received” task after submission
Common questions
Questions about Briefing
Are prebuilt briefing templates imposed on tenants?
No. Each tenant designs its own documents, questions and conditional logic for its services.
Can a brief be used without the client portal?
Yes. The workflow can generate a PDF or DOCX alternative when portal completion is not appropriate.
Microsoft 365 integration
Store generated briefing outputs in Microsoft storage without losing structured answers.
OneDrive or SharePoint can hold configured files while JobCue preserves the questionnaire, response revisions, acceptance state and mapped Job information.
See how Briefing fits your JobCue setup.
Choose your Users and modules, see the live monthly price and create your JobCue organisation online.