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Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions.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. Keep the next round of work small enough to assess clearly.
Do not invent projects, credentials, quotations, or personal stories. Attribute external information and verify what is presented as the author's knowledge. Use the findings to update the brief for the next stage.
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. Set out the work, approval steps, and handover requirements in writing.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities