Video Goals, Audience & CTA Intake
About this template
This intake template helps video production teams collect the strategic and practical details needed to scope, plan, and deliver a video project. Clients can define the video’s primary goals, audience, messages, tone, call to action, distribution channels, runtime needs, schedule, budget, available resources, creative references, and approval process.
Who it’s for
- Marketing teams planning promotional, brand, product, or campaign videos
- Videographers and production studios qualifying new client projects
- Businesses that need videos adapted for websites, social platforms, email, paid ads, or events
- Projects requiring clear stakeholder approvals, legal copy, or brand assets
When to use it
- Before writing a script, developing a concept, or scheduling production
- When the video needs a specific viewer action, such as visiting a landing page or booking a demo
- When creating multiple video lengths or versions for different distribution channels
- When production timelines, budget, internal resources, and approvers need to be confirmed early
Customization tips
- Add fields for product details, service offerings, or campaign names if the video supports a specific launch
- Include preferred filming locations, interview subjects, or event dates when live production is involved
- Add a field for required aspect ratios or platform specifications if deliverables are channel-specific
- Request brand examples or prior campaign links to give the production team clearer creative direction
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Video Goals, Audience & CTA Intake
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)
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)
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)
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)
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.
When would you like production to begin? (Optional)
When does the final video need to be ready or live? (Required)
Estimate budget to help scope production scale. Round to nearest hundred. (Required)
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)
Please upload logos, color palettes, fonts or a brand guide. Helpful for on-brand motion and type. (Optional)
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)
Review & Legal Requirements
Share the roles involved in reviewing the video and any legal copy or disclaimers we should follow.
List who must sign off on the final video and their roles. Include names and emails if possible. (Required)
If your industry requires legal text or specific disclaimers to appear, upload them here. (Optional)
