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Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions.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. Choose the next task from the review rather than repeating the calendar.
Check accuracy, redundant paragraphs, headings, links, and next steps before publication. Read the copy without the keyword brief to test its usefulness. Note changes in budget, capacity, and offers when reviewing performance.
Rights and approvals
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Agree how sensitive material will be shared and stored.
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. Agree which tasks are included and which need a separate quote.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities