CGI BLOG 

What Should Commercial Storytellers Ask in Client Discovery Sessions to Avoid the ‘Bad Brief’ Problem?

The questions that prevent bad briefs expose misalignment before it hardens into a doomed project. Ask what success looks like to the person controlling the budget, what the audience currently believes that needs to change, and what constraints exist that the client hasn’t mentioned because they assume you already know.

What Does Success Look Like to the Person Signing the Checks?

Most discovery sessions focus on the marketing manager or creative director in the room. The real decision-maker is often absent.

A tech startup hired me to create a founder story video. The marketing lead wanted raw and authentic—handheld footage, natural light, the founder talking about failure. Three rounds of revisions later, I learned the CEO wanted something that looked like an Apple keynote. The marketing lead had been guessing.

Ask explicitly: “Who needs to approve this before it ships, and what do they care about most?” Then: “Can we get fifteen minutes with them before we start?” If the answer’s no, you’re working with an intermediary’s interpretation of success. That gap is where bad briefs live.

When you can’t access the final decision-maker, ask your primary contact to describe the last project that person loved and the last one they rejected. The pattern tells you more than any creative brief.

What Does the Audience Currently Believe That Needs to Change?

Clients describe what they want to say without identifying what’s blocking their audience from hearing it. A healthcare company asked me to produce a video about their patient portal. Their brief focused on features—appointment scheduling, prescription refills, lab results.

When I asked what patients currently believed about the portal, the answer was: “It’s another password to forget, and calling the office is faster.” That belief—that the portal adds friction rather than removing it—was the actual problem. The video needed to show someone solving a problem at 11 PM when the office was closed, not tour a feature list.

Ask: “What’s the sentence your audience would say today about this topic, and what sentence do you want them saying after they see this?” The distance between those two sentences is your actual assignment. If the client can’t articulate the current belief, they haven’t done enough audience research to brief you properly.

What Constraints Exist That You Haven’t Mentioned Because You Assume I Know?

Bad briefs fail to mention the limitations that’ll kill your best ideas. A nonprofit hired me for a documentary-style piece about their work in rural communities. The brief emphasized authenticity and real stories.

Two weeks into pre-production, I learned they had a policy against showing beneficiaries’ faces without a six-week legal approval process. Every authentic moment I’d planned required paperwork that would outlast the production timeline.

Clients omit constraints because they’re so embedded in their world they forget outsiders don’t share that context. Legal requirements, brand guidelines that override creative direction, internal politics that make certain approaches non-starters, technical limitations of where the video will actually be used—these shape what’s possible more than any creative vision.

Ask: “What ideas have you tried before that didn’t work, and why?” Then: “What would make this project dead on arrival with your legal team, your executive team, or your IT department?” Frame it as protecting both of you from wasted work. Clients will tell you about the landmines once you’ve made it safe to admit they exist.

Who Is the Audience You’re Not Mentioning?

Most briefs identify a primary audience. The real constraint is often a secondary audience the client’s afraid to name.

A manufacturing company briefed me on a recruitment video targeting young engineers. Straightforward enough. But every concept I presented got vague pushback until I asked: “Is there someone else who’s going to see this who we’re not talking about?”

The answer: the current workforce, average age fifty-seven, who would interpret any youth-focused messaging as a signal that the company was phasing them out. The real assignment wasn’t attracting young engineers—it was attracting them without alienating the people currently running the machines.

Ask: “Who else will see this who isn’t the primary audience, and what do we need them to think?” Then: “What’s the worst misinterpretation someone could have, and how do we prevent it?” Secondary audiences create invisible constraints that turn clear briefs into contradictory ones.

What’s the Actual Deadline and What Drives It?

Clients present deadlines as fixed when they’re actually negotiable, or as negotiable when they’re actually immovable. A retail client gave me a four-week timeline for a campaign video. Tight but manageable.

When I asked what drove that date, the answer was: “The CEO mentioned it in an all-hands meeting.” That’s a soft deadline disguised as a hard one.

Another client gave me a three-month timeline that seemed generous until I asked the same question. The answer: “Our biggest trade show, where we’ve already promoted that we’re launching this.” That’s a hard deadline with reputational consequences.

Ask: “What happens if we deliver this a week late?” The answer reveals whether you’re working toward a real constraint or someone’s anxiety. Then: “What happens if we deliver something on time that doesn’t work?” If the answer’s worse than missing the deadline, you know where to spend your time.

The Pattern Behind Bad Briefs

Bad briefs aren’t incomplete—they’re misaligned. The client has answered the questions they think matter without revealing the constraints, audiences, and success criteria that actually determine whether the project works.

Your discovery questions need to surface what the client doesn’t know they’re hiding. Ask about the people not in the room, the beliefs that need to shift, the constraints that feel too obvious to mention, and the consequences that reveal what actually matters.