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Client onboarding checklist for content creators & ugc

UGC deals fall apart over usage rights and vague briefs. This checklist locks the brief, deliverables, rights and payment terms before you film a second of content.

1. Brand name, website and contact person
2. Product(s) to feature + shipping details if physical
3. Campaign goal: awareness, conversions, content library
4. Platforms and formats: TikTok, Reels, YouTube Shorts
5. Number of videos / photos and lengths
6. Key messages and must-say points
7. Words, claims or topics to avoid
8. Example content you like (links)
9. Brand guidelines: colors, logo, fonts
10. Talking points vs full script preference
11. Usage rights: organic only or paid ads (and duration)
12. Exclusivity requirements
13. Deadlines for draft and final
14. Revision rounds included
15. Rate, payment terms and invoice details

Tips from the field

• Usage rights (organic vs paid ads) must be explicit — price them differently.
• Get the product shipped BEFORE agreeing on deadlines.
• Pin revision rounds; 'small tweaks' are never small.