Clip Batch Intake and Brief Lock (Onboarding)

Clip Batch Intake and Brief Lock (Onboarding)

1. 01

   Collect the raw footage inventory and confirm rights before any upload

   Log each source file with duration, speaker consent status, and music licensing. A 40-minute interview yields roughly 8 to 12 usable clip candidates, so size the batch against the client's monthly posting cadence rather than the footage volume.

2. 02

   Write a one-page brand voice card the clip engine cannot override

   Capture banned phrases, approved hooks, caption tone, and two reference clips the client considers on-brand. Tools like OpusClip and Vizard apply template styling by default, so the card is the only thing standing between a client feed and generic output.

3. 03

   Set the caption and pacing spec per destination channel

   Define word-level caption style, safe-zone margins, max clip length, and hook timing for each platform. Reels, Shorts, and TikTok diverge on retention curves, and a single export spec will underperform on at least one.

4. 04

   Agree the human review checkpoint in writing with the client

   Name who approves clips before publishing and the turnaround window (24 hours is a workable default). Automation-first platforms such as Klap and Spikes Studio will publish on schedule if nobody gates the queue.

5. 05

   Map the tool stack to the batch and record the credit cost

   Note which service handles clipping, which handles captioning, and the per-batch credit burn. Reclip and quso both run credit-based models, so an unpriced batch becomes a margin leak on a fixed retainer.

6. 06

   Confirm data handling for client footage and transcripts

   Check where files are stored, retention windows, and whether transcripts leave the region. Client legal teams ask this during onboarding, and answering late stalls the first delivery.

7. 07

   Lock the batch calendar and publish the first three clips as a calibration set

   Ship a small set before scaling to full volume so the client can correct tone and pacing while changes are still cheap.