Use real expertise as the source
An interview with someone who performs the work can reveal details a generic brief misses. Ask about the choices, common problems, and limits customers should understand, then check the draft with that person. Check representative pages and tasks before applying changes more widely.
Define handling of recordings, drafts, internal documents, and unpublished material. Record confidentiality and attribution terms in the agreement. Review consent and privacy requirements before adding tracking.
Brief before drafting
Define the reader, their question, the intended format, and the next action. A brief should name the evidence needed and what the piece will deliberately leave out. Give every deliverable a purpose and a clear acceptance check.
Ask someone who performs the work to check methods, examples, and limitations. Keep a source list so factual claims can be reviewed later. Record the starting conditions so comparisons remain fair.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities