Content Brief Checklist

Regular price $19.00

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Description

Collect Clear Brand Requirements Before You Start Filming

UGC Content Brief Checklist is an official companion resource created to support, extend, and enhance the implementation of The UGC Creator Blueprint. This Excel workbook helps UGC creators collect the essential campaign details they need before filming, including campaign goals, creative direction, deliverables, brand rules, logistics, usage rights, and licensing terms.

This checklist is designed to help creators prevent confusion, reduce unnecessary revisions, and make client onboarding more organized. Instead of starting a project with scattered messages or missing information, creators can use this workbook as a structured briefing system for collecting everything from brand names and product details to file delivery instructions and usage-rights expectations.

Includes a 1-page quick checklist for fast client onboarding before filming.
Provides a detailed 3–5 page checklist with instructions for collecting campaign basics, creative direction, deliverables, brand rules, logistics, and usage rights.
Includes Google Form field specifications so creators can build a client intake form using ready-to-copy question text, field types, validation notes, and help text.
Includes a Notion database template structure for building a searchable and filterable content brief system.
Provides a master field database with field IDs, categories, data types, requirement status, descriptions, examples, and validation options.
Helps clarify key campaign details such as target audience, pain points, key message, offer, tone, hook ideas, must-say lines, and must-avoid lines.
Organizes production details such as deliverable type, quantity, video length, orientation, platform, captions, music, thumbnail needs, due dates, upload method, and revision rounds.
Supports professional UGC project management by capturing usage type, usage duration, platform restrictions, exclusivity, whitelisting, content ownership, portfolio usage, and renewal pricing.

Use this checklist to create a smoother client briefing process and start every UGC project with clearer expectations from day one.

Digital Product Contents

1-Page Quick Checklist
A fast client onboarding checklist designed to capture the most important details before filming. It includes campaign basics, creative direction, deliverables and specs, brand rules, logistics, and usage rights.

Detailed Checklist with Instructions
A more comprehensive checklist that guides creators through campaign basics, target audience, audience pain points, desired outcome, key message, offer or discount, creative direction, tone, hook ideas, must-say lines, must-avoid lines, competitor references, examples, visual style notes, and script approval requirements.

Deliverables & Specs Section
Includes fields for deliverable type, quantity, video length target, orientation, primary platform, captions, on-screen text, music or sound direction, music links, color grading preference, and thumbnail requirements.

Brand Rules & Compliance Section
Includes fields for brand DO’s, brand DON’Ts, claims compliance, FDA or legal restrictions, trademark usage, competitor mentions, and disclosure requirements.

Logistics & Timeline Section
Includes fields for product shipping address, ship-by date, expected arrival, tracking number, content due date, draft review date, feedback timeline, revisions included, additional revision fee, upload location, upload link or email, file naming convention, primary contact name, contact email, and contact phone.

Usage Rights & Licensing Section
Includes fields for usage type, usage duration, geographic restrictions, platform restrictions, exclusivity, whitelisting or Spark Ads, whitelisting duration, whitelisting fee, content ownership, portfolio usage, usage renewal option, and renewal pricing.

Google Form Fields
A ready-to-reference Google Form setup guide with question text, field types, required status, options or validation notes, and help text for building a client intake form.

Notion Template Structure
A Notion database structure with property names, property types, configuration notes, purpose, and example values for creating a searchable content brief database.

Master Field Database
A complete reference database of content brief fields with field IDs, categories, field names, data types, required status, descriptions, examples, and validation or option guidance.

What You Will Receive

Please note that this is a digital product, so no physical product will be shipped to you.

Upon purchase, you will receive an email containing a secure download link to an Excel workbook consisting of approximately 5 worksheets.

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