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Client onboarding checklist for videographers

Video projects die in the gap between what the client imagined and what you filmed. This checklist locks down purpose, platforms, aspect ratios, references and revision rounds before the shoot โ€” so the edit is execution, not negotiation.

  1. Company / client name and contact
  2. Video purpose: promo, testimonial, event, social
  3. Target platform and aspect ratios (16:9, 9:16, 1:1)
  4. Desired length of final video(s)
  5. Script or outline (or who writes it)
  6. Locations and shooting dates
  7. People to be filmed and their availability
  8. Brand guidelines and logo files
  9. Reference videos you like
  10. Music licensing preference: stock, licensed, client-provided
  11. Voiceover needed? Language and tone
  12. Subtitles / captions required
  13. Raw footage delivery: yes / no
  14. Number of revision rounds
  15. Deadline and delivery format
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Tips from the field

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