01
Separate Facts From Interpretation
Protect the direction from assumptions by sorting exact client information from design conclusions.
Made for Graphic Designers
Turn a Client Call Into a Design Direction
Also useful for: people in Creative, people in Designers
55 min
Advanced
Creative Planning
Build Professional Skills
Convert client call notes into a practical direction that can guide concepts, reviews, and revision decisions.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Turn loose comments, preferences, and business needs into a design direction clear enough to work from and confirm with the client.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Define the Design Job
Reduce the call to the business problem and the specific job assigned to the design.
03
Pin Down the Audience
Turn scattered audience comments into a usable primary audience definition.
04
Write the Visual Goal
Set one standard that future concepts can be judged against.
05
Build the Mood Direction
Translate client language into concrete visual traits without jumping straight to a finished style.
06
Set the Content Hierarchy
Clarify what needs attention first so visual emphasis supports the client's goal.
07
Sort the Constraints
Keep firm requirements from getting mixed with preferences or casual comments.
08
Rank Open Questions
Identify what must be answered before design work can move forward safely.
09
Choose the Next Move
Decide whether the work is ready for concepts or needs another alignment step.
10
Send the Direction Back
Close the loop with a short summary the client can confirm or correct.
Make Your Play
Turn a Client Call Into a Design Direction
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Name the specific item or design system the client expects.
Select the current point in the design process.
Paste the raw notes or transcript, including unclear comments and exact client phrases when possible.
0/10000
Describe the existing identity, approved assets, brand rules, and any past work that still matters.
0/10000
List firm requirements, production limits, approval rules, and stated preferences.
0/10000
Enter when the direction must be confirmed or the next design phase must begin.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Separate Facts From Interpretation
Protect the direction from assumptions by sorting exact client information from design conclusions.
02
Define the Design Job
Reduce the call to the business problem and the specific job assigned to the design.
03
Pin Down the Audience
Turn scattered audience comments into a usable primary audience definition.
04
Write the Visual Goal
Set one standard that future concepts can be judged against.
05
Build the Mood Direction
Translate client language into concrete visual traits without jumping straight to a finished style.
06
Set the Content Hierarchy
Clarify what needs attention first so visual emphasis supports the client's goal.
07
Sort the Constraints
Keep firm requirements from getting mixed with preferences or casual comments.
08
Rank Open Questions
Identify what must be answered before design work can move forward safely.
09
Choose the Next Move
Decide whether the work is ready for concepts or needs another alignment step.
10
Send the Direction Back
Close the loop with a short summary the client can confirm or correct.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste the call notes as they are, even if they’re messy. Add the known deliverable and any firm deadline or brand rule. Review every statement labeled as an interpretation before sharing the result with the client.
Advanced instructions
Include exact client phrases when wording carries strategic weight. Challenge unsupported style conclusions, separate brand requirements from personal taste, and tighten the final direction until each visual trait can be used to accept or reject a concept.
Use this when
You've finished a discovery or kickoff call, but the notes don't yet give you a confident visual direction.
You'll need
- Project or Deliverable
- Project Stage
- Client Call Notes
- Brand Context
- Known Constraints
- Decision Deadline
You'll get
- Direct client statements separated from interpretations
- Primary audience defined with unsupported assumptions flagged
- One visual goal tied to the project's purpose
- One evidence-based mood direction
- Content hierarchy ordered by importance
- Constraints sorted by type and certainty
By the end of this playbook
You will have:
- Direct client statements separated from interpretations
- Primary audience defined with unsupported assumptions flagged
- One visual goal tied to the project's purpose
- One evidence-based mood direction
- Content hierarchy ordered by importance
- Constraints sorted by type and certainty
Examples
Progress 1 of 10