Video Project Discovery
About this template
This request template helps video production teams collect the information needed to plan a shoot, define deliverables, and prepare a project quote. It covers the project brief, video format and creative references, filming locations and participants, brand assets, music and usage rights, budget, and client approvals.
Who it’s for
- Commercial and promotional video projects
- Explainer, educational, and training videos
- Event coverage and interview-based productions
- Brand stories, testimonials, and social media video campaigns
When to use it
- Before preparing a video production proposal or estimate
- When defining creative direction, runtime, and expected deliverables
- Before scheduling shoots that involve locations, talent, permits, or special equipment
- When collecting brand assets, existing footage, music preferences, and usage requirements
Customization tips
- Add a required contact section if the form is shared without a separate client intake form.
- Make the budget and delivery date required when they are essential for qualifying projects.
- Add location fields for each shoot day if the project includes multiple filming locations.
- Include platform-specific technical requirements when the video is intended for broadcast, paid advertising, or social channels.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Video Project Discovery
Project overview
High-level details about the video you want — goals, audience, and timeline.
Give your project a short, clear title to help us reference it.
Describe the video's purpose, key messages, and target audience.
When do you need the final video delivered? Include any hard deadlines.
Dates or date range when filming should take place. Include flexibility if available.
Approximate budget range for production and post (helps with recommending scope).
Creative direction & format
Tell us about the style, length, and format you envision for the video.
Choose the closest match to your project type.
Approximate finished length for the main deliverable (use decimals for partial minutes).
Select all deliverables you want included in the proposal.
Share links or examples (YouTube, Vimeo, Instagram) and describe the look & feel you want.
Paste one or more links to videos that capture your desired style or pacing.
Logistics & people
Details about location, subjects, permissions, and cast required for the shoot.
Address or brief description of each intended shoot location.
How many people will appear on camera (helps determine crew size and release needs).
Select any items that apply to your shoot location or participants.
Any special instructions or onsite contact details we should plan for.
Branding, assets & rights
Provide brand materials, logos, music preferences, and usage/licensing requirements.
Please upload your logos, fonts, or brand guidelines (SVG, PNG, PDF preferred).
Provide any footage, photos, or graphics you'd like incorporated.
Tell us whether we should budget for licensed music or source original/stock tracks.
Where will the final video be used? This affects licensing and deliverable specs.
Tell us about any legal, branding, or platform restrictions we should follow.
Budgeting & approvals
Information to help us create an accurate quote and approval workflow.
Who will approve the final video?
Provide contact details for the person who will sign off on edits.
Tell us how many review rounds you expect and how feedback will be provided.
Final checklist & files
Upload reference files and confirm any final requests so we can prepare the shoot and edit.
Upload any planned scripts, shot lists, or storyboards (DOC, PDF, or image files).
Upload any signed releases or permits you already have.
Use this space to tell us anything not covered above.
Sign here to acknowledge the project brief is accurate and to proceed with a proposal.
Draw a signature in the box above
