Client Brief Form Guide

1

What is it?

The Client Brief Form is a public-facing web form that new MM clients fill in when they onboard. When they hit Submit, their answers are written directly into ClickUp — a new client list is created automatically and a Client Brief task is populated with all their details.

It replaces the old process of sending a Google Doc, waiting for the client to fill it in, and then manually copying everything into ClickUp by hand.

✓

End result: client submits the form → ClickUp list and Client Brief task exist, pre-filled, within seconds. No manual data entry.

2

How it works

📋

Client fills in the form

At mm-client-brief-form.pages.dev (or the deployed URL). Takes 5–10 minutes. No login required.

⚡

Cloudflare Worker receives the submission

The form POSTs the data to a Worker endpoint. No data is stored anywhere except ClickUp.

📁

New client list created in ClickUp

The Worker creates a new list named [Brand Name] inside the MM Clients folder. This is the client's permanent home in ClickUp.

📝

Client Brief task created

A Client Brief task is created inside the new list, with all form answers mapped to the correct ClickUp custom fields — niche, goal, contact email, budgets, target location, competitors, notes.

✅

Client sees confirmation

"Thanks [Name], we've got your brief. Our team will be in touch shortly." Form is replaced by the message — no redirect, no email sent.

3

Sending it to a client

Send the plain URL in the onboarding email. The form is public — no login, no password.

Current URL (temporary — Cloudflare Pages)

https://mm-client-brief-form.pages.dev

Will move to brief.mechanicmarketing.co once the custom domain is configured.

Defaults to Ignition plan in ClickUp.

Accelerate plan clients

Add ?plan=accelerate to the URL:

https://mm-client-brief-form.pages.dev?plan=accelerate

This sets the MM Plan custom field to Accelerate when the task is created. See Section 7 for details.

⚠️

Use the correct plan URL. The plan can't be changed after the task is created without manually editing the custom field in ClickUp. Double-check which plan the client signed before sending.

Where to put the link

Replace the Google Doc link in the onboarding email template with the brief form URL. The template is in ClickUp → Entry → Onboarding Email. Update it to use the form URL once deployed.

4

What the client fills in

The form has four sections. Required fields are marked — everything else is optional but useful.

Section	Field	Required?	Goes into ClickUp as
Your business	Business / Brand Name	Required	List name + Brand Name field
	Website URL	Optional	Live URL field
	Secondary / Booking URL	Optional	Secondary URL field
Your details	Your Name	Required	Client Full Name field
	Your Email	Required	Primary Contact field
	English preference	Optional	English to Use (UK/US)
About your marketing	Main goal	Optional	Goal field
	Niche / speciality	Optional	Niche field
	Target location / service area	Optional	Target Location field
	Monthly Google Ads budget (AUD)	Optional	Google Ads Budget field
Competitors & notes	Monthly Facebook Ads budget (AUD)	Optional	Facebook Ads Budget field
	Top competitors	Optional	Top Competitors field
	Additional notes	Optional	Notes field

ℹ️

Empty optional fields are not sent to ClickUp at all — they don't appear as blank fields on the task. Only filled-in values are written.

5

What happens in ClickUp

After a successful submission, two things are created:

📁 New client list

Created inside the MM Clients folder in the Mechanic Marketing Clients space. Named exactly as the client entered their Brand Name. This is the same structure as all existing clients (BRC, Core Diesel, Ultra Tune, etc.).

📝 Client Brief task

Named [Brand Name] — Client Brief. Created inside the new list. Contains:

— Task description with the text answers (goal, niche, competitors, notes) formatted cleanly
— All custom fields populated: contact name, email, budgets, target location, English preference, MM Plan
— Tagged with client brief tag so it's queryable (same as existing brief tasks)

Where to find it

ClickUp → Mechanic Marketing Clients space → MM Clients folder → scroll to find [Brand Name] as a new list.

⚠️

Each submission creates a new list. If the same client submits twice, two lists are created with the same name. ClickUp allows duplicate list names. If this happens, delete the duplicate — keep the one with the most complete data.

6

Your next steps after submission

The form creates the list and brief task but doesn't do everything. Your onboarding checklist still applies — the brief form just handles the data collection part.

1

Open the new client list in ClickUp — confirm it exists and the brief task looks correct

2

Review the brief task — read through the client's answers. If anything is unclear, email them before starting work.

3

Add the domain registrar credentials to HeyLogin once the client provides them

4

Add any tool URLs that aren't on the brief (GA4, GSC, Google Ads) once you get access

5

Continue with the full Onboarding SOP ↗ — landing page setup, WhatConverts, Google Ads campaigns

ℹ️

The Client Snapshots page will pick up the new client automatically once their brief task exists — it reads from ClickUp live. You may need to add their list ID and brief task ID to clients.json in the mm-lp-guide repo for them to appear on the snapshots page.

7

Plan parameter

The MM Plan custom field on the Client Brief task is set by a URL query parameter, not by the client. They never see it.

URL	MM Plan set in ClickUp
`mm-client-brief-form.pages.dev` (no param)	Ignition
`mm-client-brief-form.pages.dev?plan=ignition`	Ignition
`mm-client-brief-form.pages.dev?plan=accelerate`	Accelerate

Always include ?plan=accelerate in the link you send to Accelerate clients. If you forget and the client submits without it, the MM Plan field will default to Ignition — fix it manually in ClickUp on the Client Brief task.

8

Troubleshooting

Problem	What it means	What to do
Client sees "Something went wrong" error	The Worker failed — either the ClickUp API call errored or the Worker itself crashed	Ask the client to try again once. If it fails again, flag to Teddi with approximate time of submission so she can check Worker logs.
No new list appears in ClickUp after submission	Worker didn't complete Step 1 (list creation)	Flag to Teddi — check Worker logs in Cloudflare dashboard. The client will have seen the error message.
List created but no brief task inside it	Step 1 succeeded but Step 2 (task creation) failed	Flag to Teddi. The list exists — Teddi can re-run Step 2 manually or create the task by hand from the client's submitted data.
Client submitted twice — two lists with same name	Expected behaviour — the form creates a new list on every submission	Open both lists in ClickUp. Keep the one with more complete data. Delete the other via ClickUp list settings → Delete List.
Required fields show no error and form submits with empty data	Frontend validation issue	Flag to Teddi with a screenshot. Required fields (Brand Name, Name, Email) should block submission if empty.
MM Plan shows wrong value in ClickUp	Wrong URL was used, or param was omitted	Fix manually in ClickUp — open the Client Brief task → MM Plan custom field → select the correct plan.
Custom fields are blank even though client filled them in	Field mapping issue in the Worker	Flag to Teddi — the task description should still have the text answers. Custom field population may need a fix in the Worker code.

🚨

Never ask the client to resubmit more than once. Each submission creates a new ClickUp list. If there's a persistent error, flag to Teddi — she can create the task manually from the client's data rather than asking them to submit again.