Script and Brief Sign-Off Gate (Onboarding)
A checklist with 7 steps: Collect the client's existing video assets and brand constraints before any generation begins.
By InnovaAI ResearchPublished
What are the steps?
Script and Brief Sign-Off Gate (Onboarding)
- 01
Collect the client's existing video assets and brand constraints before any generation begins
Request logo files, font licenses, color hex codes, prior video performance data, and any legal restrictions on likeness or voice cloning. Missing constraints surface as rework two weeks into delivery.
- 02
Write the brief as a one-page document with audience, single message, platform, and target runtime
A 30-second vertical cut for TikTok and a 90-second explainer for a landing page need different scripts. Lock the format before the tool is opened.
- 03
Draft the script in full sentences and get written client approval on the words alone
Script approval is the cheapest gate in the process. Template-based assembly from MakerMoon or Viddyoze will render whatever script it receives, so errors compound at render speed.
- 04
Define the avatar and voice policy in writing, including whether a synthetic presenter is permitted
Platforms such as BIGVU and Aistudios can generate a talking head from a photo with cloned voice. Some client industries and regions require disclosure or prohibit it outright.
- 05
Agree the editorial review owner on the client side and the number of revision rounds included
Name a single approver. Two-round caps prevent the open-ended feedback loop that erodes margin on fixed-fee video retainers.
- 06
Set the source-of-truth folder and naming convention before the first render
Version chaos starts when drafts live in three inboxes. One folder per client, one naming pattern, one place the approved script lives.
- 07
Record the sign-off in the project management tool with date and approver name
A written approval trail protects the agency when a client later disputes a claim made on screen or in voiceover.