Use existing knowledge carefully
Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions. Check accuracy, permissions, and audience fit before adapting them for publication. Explain which task matters next and why it takes priority.
Assign internal links, images, a reviewer, and a future review date. Publication is the beginning of maintenance, not the end. Agree whether the evidence supports keeping, changing, or stopping the approach.
Rights and approvals
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Check access rights before giving another supplier an account login.
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. Separate essential work from optional additions in the proposal.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities