| Category | Checklist Item | Check | Notes/Details |
|---|---|---|---|
| Content Objectives | Identify the client’s main content goals (brand awareness, engagement, lead generation, conversions). | ☐ | |
| Confirm any specific KPIs the client wants to track (traffic, time on page, conversions, etc.). | ☐ | ||
| Determine if the content will be used for organic or paid strategies. | ☐ | ||
| Audience | Define the target audience for the content (age, gender, location, interests). | ☐ | |
| Clarify any established user personas or customer segments. | ☐ | ||
| Confirm the tone and style that will resonate with the target audience (formal, casual, informative). | ☐ | ||
| Content Types | Identify the types of content the client needs (blogs, videos, case studies, infographics, etc.). | ☐ | |
| Clarify the expected length or format for each content type (short-form, long-form, video duration). | ☐ | ||
| Determine if the client needs educational, entertaining, or promotional content. | ☐ | ||
| Confirm if any special formats are required (eBooks, whitepapers, downloadable PDFs). | ☐ | ||
| Branding & Voice | Confirm the client’s brand voice and tone (friendly, authoritative, humorous, etc.). | ☐ | |
| Verify if the client has a style guide or brand guidelines that need to be followed. | ☐ | ||
| Clarify any keywords or phrases that should be used in the content (SEO or branding purposes). | ☐ | ||
| Content Platform | Determine where the content will be published (website, blog, social media, email newsletters). | ☐ | |
| Clarify if the client requires platform-specific content formatting (e.g., Instagram posts vs. blogs). | ☐ | ||
| Identify if the content needs to be optimized for search engines (SEO) or specific social media platforms. | ☐ | ||
| Content Frequency | Determine the frequency of content production (daily, weekly, monthly). | ☐ | |
| Clarify if there are specific deadlines or publication dates. | ☐ | ||
| Confirm if the content will be part of a campaign or continuous flow. | ☐ | ||
| Design & Visuals | Identify any visual requirements (images, infographics, videos, etc.). | ☐ | |
| Confirm if the client has any existing visual assets that need to be used (logos, images, etc.). | ☐ | ||
| Clarify if specific brand colors, fonts, or design elements need to be incorporated. | ☐ | ||
| Research & Sources | Confirm if the content requires original research or data gathering. | ☐ | |
| Clarify if external sources or references need to be cited. | ☐ | ||
| Identify if the client prefers industry-specific trends or case studies in the content. | ☐ | ||
| Approval Process | Clarify the client’s internal approval process for content (review stages, decision-makers). | ☐ | |
| Determine the timeline for content feedback and revisions. | ☐ | ||
| Identify who is responsible for final approval on the client’s side. | ☐ | ||
| Budget & Resources | Confirm the budget for content creation. | ☐ | |
| Clarify if the client requires full-service content production (writing, design, editing). | ☐ | ||
| Determine if the client has any internal resources for content creation. | ☐ | ||
| Distribution & Promotion | Confirm if the content needs to be promoted through paid ads or organic methods. | ☐ | |
| Clarify if the client has an email list or newsletter for content distribution. | ☐ | ||
| Identify the platforms where content distribution will take place (social media, website, etc.). | ☐ | ||
| Success Metrics | Define the success metrics for the content (traffic, leads, conversions, engagement). | ☐ | |
| Clarify the expected results within specific time frames (1 month, 3 months, etc.). | ☐ | ||
| Identify any tools the client uses to track content performance (Google Analytics, social media tools). | ☐ |
This internal checklist will help you stay organized and ensure you have all the necessary details from the client before starting any content creation process. It allows you to confirm each step internally and ensure nothing is missed when preparing content strategies.