Choose one audience and message
Ask who the video is for, where it will be shown and the action the client hopes viewers take. Turn a broad request such as “make us look professional” into a specific message and evidence the business can actually provide.
Specify the deliverables
Record video lengths, orientation, versions, captions, language and final format. Identify supplied logos, graphics and music requirements. Confirm permissions and licences with the appropriate owners rather than assuming a trending track is available for commercial use.
Plan the shoot and approvals
Identify locations, on-camera people, access windows and the person who can approve the brief. Agree how feedback will be consolidated, what revision scope is included and what happens when the requested work changes.
Use a final acceptance checklist
Check the message, spelling, branding, sound, captions and required versions against the brief. Keep export names understandable. Provide delivery instructions and make sure the client knows which version belongs on each channel.
A worked example
A client requests “one video” but needs a website edit and two vertical social versions. Define those three deliverables before pricing and production so the handoff matches expectations.
YOUR NEXT STEP
A checklist you can use
Use it here or save a plain-text copy. Your selections stay in this page only.
Questions & answers
What should I collect before confirming the booking?
Start with audience, message, required versions, shoot location, client contact and delivery date. Ask only for information needed for the work, and clarify anything that changes scope or scheduling.
How can I use this checklist in EZ Customers?
Create a service and attach an intake form for the preparation questions. Keep the client details and booking together, then use payment requests or file delivery where they fit the service.
Sources & editorial method
Prepared by EZ Customers from official provider pages and public question research. Provider descriptions are a dated selection, not a ranking, endorsement or first-hand review. Planning checklists and worked examples are original editorial material; they are not treatment instructions, legal templates or proof of professional qualification. Confirm current intake, pricing, campus, stock and eligibility directly. No affiliate links or paid placements are included.
- Adobe — video production guide ↗ · checked 2026-09-25