Great copy starts with a great brief — and most clients can't write one. This onboarding checklist extracts the voice, audience, must-say messages and examples from your client's head, so your first draft lands close and revisions stay small.
Company name, product and website
Description of the product / service in your own words
Target audience: who they are, pains, desires
Top 3 competitors and how you differ
Tone of voice: formal, friendly, bold, playful
Existing content you like (yours or others')
Key messages that must appear
Words or phrases to avoid
SEO keywords (if applicable)
Deliverables: pages, posts, emails, word counts
Where the copy will be published
Deadline and review process
Access to past materials: brochures, presentations, reviews
Ask for content they love AND hate — contrasts define taste fast.
Get the list of forbidden words/claims before you write, not after.
Confirm who reviews drafts and how many rounds are included.
Send it as one smart link — and stop chasing
Chasely turns this checklist into a client-facing page and follows up automatically until every item is done. Your client needs no account. $9/mo, 14 days free.