[B] Briefing Manager

Streamline Your Client Onboarding

[B] Briefing Manager is a robust WordPress plugin designed for agencies and freelancers who need a professional, frictionless way to gather project requirements. Stop relying on messy email threads and unformatted documents.

Key Features

• Unique Secure Links: Generate a secure, passwordless access token for each client.
• Visual Template Editor: Build and customize your questionnaires with a drag-and-drop interface. Supported fields include text, paragraphs, emails, phones, dropdowns, radio buttons, checkboxes, dates, and file uploads.
• Multi-Language Ready: Comes pre-loaded with comprehensive templates in English, Spanish, Portuguese, and Galician.
• Easy Import & Export: Import your existing templates via JSON or CSV. Export client responses to CSV or JSON with a single click.
• Automated Notifications: Send email invitations directly from the WP admin panel or copy a quick link for WhatsApp.

How It Works

1. Create or import a briefing template.
2. Add a new briefing, select your client and their preferred language.
3. Generate a secure token and send the unique link via email or WhatsApp.
4. The client fills out the form on your branded WordPress site.
5. Receive the data and export it for your project management tools.