Video Goals, Audience & CTA Intake
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Project Overview
Tell us the core purpose and high-level goals for this video.
Describe the main objective you want the video to achieve. Be specific about measurable outcomes if possible. (Required)
Other things you’d like the video to accomplish beyond the primary goal. (Optional)
Audience & Messaging
Help us understand who the video should speak to and how the message should be framed.
Who is the main audience for this video? Include demographics, industry, role, or behaviors. (Required)
Audience characteristics (select all that apply)
Choose qualities that describe your audience. This helps define tone and visuals.
List the main points or claims the video must deliver. Keep each message brief. (Required)
Preferred tone and style
Choose the overall tone you want the video to convey.
Any mandatory lines, disclaimers, brand voice notes, or legal requirements to include. (Optional)
Call to Action (CTA) & Distribution
Clarify what action viewers should take and where the video will be shown.
Exactly what you want viewers to do after watching. Include URLs or steps if applicable. (Required)
CTA type
Pick the type of action you expect viewers to take.
Provide the exact URL you want viewers to land on. Add UTM/tracking parameters if you have them. (Required if CTA is a link)
If the CTA is to call, provide the phone number to display. (Optional)
Planned distribution channels
Select all places where you plan to publish or run this video.
Specify runtimes and any different versions you need for platforms. (Required)
Logistics & Timing
Provide scheduling and practical details to plan production and delivery.
Preferred project start date
When would you like production to begin? (Optional)
Target delivery or publish date
When does the final video need to be ready or live? (Required)
Estimate budget to help scope production scale. Round to nearest hundred. (Required)
In-house resources available
Tell us what assets or people you can provide to support production.
Creative References & Assets
Share inspirations and supply any existing materials that will influence style and edit.
Links to videos, ads, or reels that match the style or pacing you like. (Optional)
Upload brand assets (logos, fonts, style guide)
Please upload logos, color palettes, fonts or a brand guide. Helpful for on-brand motion and type. (Optional)
Upload existing footage or imagery (b-roll)
If you have product footage, event clips, or high-res images, upload them here. (Optional)
Any preferences for music style, narration, language, or subtitle needs. (Optional)
Contact & Approvals
Primary contact info and who will approve the final video.
Who should we coordinate with about script revisions, scheduling, and approvals? (Required)
We’ll send project updates and drafts to this email. (Required)
Primary contact phone
Phone number for urgent scheduling or quick clarifications. (Optional)
List who must sign off on the final video and their roles. Include names and emails if possible. (Required)
Upload any legal copy or mandatory disclaimers
If your industry requires legal text or specific disclaimers to appear, upload them here. (Optional)
Client confirmation / sign-off
Sign to confirm the goals, CTA, audience, and timelines outlined above are accurate and approved to proceed. (Optional)
Draw a signature in the box above
