Client Project Brief | Joshua Dalton Media

1. Who is this for?

Just the essentials so the brief has the right context attached.

Your name Email

Company / brand Your role

2. Budget, timing, and readiness

This helps determine the right scope and whether a quick quote, a recommendation, or a deeper conversation is the best next step.

Expected budget range Decision stage

Ideal delivery date or launch window How locked is the timing?

3. What kind of project is this?

Select the closest fit. This does not lock anything in. It just helps frame the likely scope.

Primary project type

Brand / commercial video Brand piece, campaign video, launch content, ad creative, or business storytelling. Customer testimonial / case study Social proof, sales support, or trust-building assets. Social content / recurring content Reels, short-form content, monthly content production. Property / real estate Listing films, branded agent content, social cutdowns, or property campaign assets. Event coverage Event recaps, speaker highlights, sponsor support, or future marketing content. Editing only / post-production support You have footage and need editing, social outputs, or a polished final asset. Not sure yet The business problem is clear but the content format is not fully decided yet.

4. Business context and the real problem

This is the most important part. A good brief explains what is not working, what is being missed, or what needs to change.

What does the business do? Who is the ideal customer?

What is the current pain point, bottleneck, or missed opportunity?

Be direct here. This is the field that most helps shape the right recommendation.

Why does this need to happen now? What already exists?

5. Desired result and success criteria

Describe the outcome the content needs to create, not just the file you want delivered.

Primary business goal

Generate more leads or enquiries Priority is direct response, better contact rate, or stronger sales conversations. Increase trust and perceived quality Priority is stronger brand confidence, legitimacy, or more premium positioning. Improve social media performance Priority is better watch time, engagement, consistency, and platform-native content. Support a launch, campaign, or event Priority is a campaign window, rollout, or event-driven push. Stand out from competitors Priority is differentiation and making the offer feel more compelling in-market. Not sure yet The need is real, but the exact commercial objective still needs tightening.

What would a strong result look like? What metric matters most?

Desired target or benchmark Anything else that would make this a win?

6. Deliverables, channels, and usage

Choose the content types and platforms that matter most. This helps shape both production and edit structure.

Any platform or formatting notes? What action should viewers take?

7. Creative direction and production details

Optional. Useful if you already have references, location details, or production constraints to flag.

How should the work feel? References or examples

Likely shoot location(s) Who needs to be on camera?

What absolutely needs to be captured? Any production constraints?

Optional references or source files

Useful for logos, existing campaign material, example videos, raw assets, or brand documents if needed.

8. Additional details

Optional info that helps with follow-up and context.

Website Instagram or social handle

Anything else I should factor into the recommendation or quote?

These last checkboxes make it clear what kind of response you want after the brief is reviewed.

I understand this brief will be used to recommend a direction, scope the work, and prepare a quote or next-step recommendation based on the information submitted above. I am happy to be contacted about this project by email or phone if clarification is needed before scoping or quoting. Send me occasional video tips, case studies, and special offers by email. Unsubscribe anytime.

After submission, I review the brief and reply with either a recommendation, a quote, or the clearest next step.

This page is an intake and scoping tool, not on-page payment or booking confirmation.

Tell me what actually needs solving.

1. Who is this for?

2. Budget, timing, and readiness

3. What kind of project is this?

4. Business context and the real problem

5. Desired result and success criteria

6. Deliverables, channels, and usage

Deliverables needed

Priority channels

7. Creative direction and production details

8. Additional details

Your brief so far

Frequently Asked Questions

Tell me what actually needs solving.

1. Who is this for?

2. Budget, timing, and readiness

3. What kind of project is this?

4. Business context and the real problem

5. Desired result and success criteria

6. Deliverables, channels, and usage

Deliverables needed

Priority channels

7. Creative direction and production details

8. Additional details

9. Final confirmation

Frequently Asked Questions