Briefing

What the client wants, in six sections — written by the team, confirmed by the client in the customer portal, every confirmation kept as a version.

The briefing records what the client expects from the project: goal, audience, what is made, by when, with what budget and under which conditions. The team writes it, the client reads it in the customer portal and confirms it — or requests a change per section. For ongoing support, own content and single jobs the briefing is switched on from the start. For a video production you switch it on under Editing a project.

To the briefing

1 The briefing's state. 2 Send for confirmation notifies the client. 3 As PDF downloads the whole briefing as a document.

The state says where the briefing stands:

No briefing yetstate
Nothing is in it yet. As soon as something is, the client can confirm it.
No client loginstate
The project has no client login, so nobody can confirm. Set client login leads to the place in the project settings where you create one.
Awaiting the client's confirmationstate
The client sees the briefing in the customer portal. Send for confirmation tells them once more.
Confirmed by the clientstate
With name and time. If you change something afterwards, the client confirms the new version.

Every field saves itself as soon as you leave it. A changed section carries Changed since confirmation until the client has confirmed again. If the client has requested a change to a section, the number of change requests stands there.

The six sections

Situation & goal

Situation — the occasion and where the client stands today. Goal — what the project is to achieve. Measure of success — for example views, enquiries, sales.

Audience, message & tone

Target audience, Key messagetext
Whom the project is to reach and what is to stick.
Tonechoice
Emotional, Informative, Humorous, Premium, Authentic, Energetic, Calm, Bold — several are possible.
Do's, Don'tstext
What absolutely has to be in it and what must never appear.

What is made

1 The Channels the result runs on. 2 One entry in the Deliverables per film, reel or post. 3 To the content plan and To the delivery take it over.

An entry in the deliverables has: What, Format, Aspect ratio, length in seconds, Quantity, Channel and the Due date. Once taken over, the entry shows how many pieces are already in the content plan or the delivery — nothing has to be typed twice.

Dates & budget

Milestoneswith date
Kind (Concept, Shoot, Rough cut, Approval, Publication or your own), name and date. With a date they stand in the project calendar.
Budget frametext
The frame the client names.
Correction roundsfrom the client contract
How many rounds are included and what each further one costs. They come from the client contract; Set them in the client contract leads there.

Brand & must-haves

Brandthe client's brand kit
Colours, typefaces and whether a brand guideline exists — from the client's brand kit. Without a client on the project there is none; Set customer leads to the project settings.
Must-haveschecklist
What has to be in the result, for example a mandatory text or a logo in the credits. Each item can be ticked off as done.
Referenceslink, file, moodboard
Examples that show how it should look: a link, a file from the media pool or one of the project's moodboards.

Usage & approval

Usage — where, for how long and in which countries the result may run. Approval — who approves and who is involved.

Confirmed versions

Every confirmation by the client stays as a version — who confirmed what and when, the newest at the top.

What the client sees

In the customer portal the briefing stands under Please review and confirm. The client confirms it with Confirm briefing, or writes Request a change on a section. They see what has changed since their last confirmation and download the briefing as a PDF.

What happens when …

When …then …
you change something after the confirmationthe section carries Changed since confirmation, and the client confirms the new version. The old one stays in the list.
the client requests a changethe section shows the number of requests, and you get a notification.
a milestone gets a dateit stands in the project calendar; if the date changes, the calendar appointment moves along.
you take over an entry of the deliverablesit is created in the content plan or the delivery; the briefing counts how many are already there.
someone may not read the briefingthey do not see the tab. Reading and editing are rights of their own.
The project page
A project's overview — header, key figures, the client's brand card, AI drafts and all tools in groups — and how you switch between the tools.
Shooting days
All shooting days of a project by month — create them with times and location, edit, duplicate, delete — and what each row tells you.