New Client Onboarding

This exercise lets us know more about you and your organization and also gather any brand assets. The more we can learn about who you are, what you do, why you do it, your goals, vision & mission about your business the better we can help you convey your message through video! There’s no wrong or right here… This is just for our team to get to know you

Welcome & Commitment Alignment

Business Name

Website & Social Links

Primary Point of Contact

Name
Email
Phone

Backup Contact (Optional)

Name
Email

What is the #1 goal of this campaign?

What product/service are we promoting?

What does success look like in 30, 60, 90 days?

Acknowledgement Checkbox: *

I understand that major changes after creative approval may result in additional fees.

Script & Talent Prep

Who will be on camera? (Name(s), Title(s), Role(s)

Do you want us to write the script or send a draft first?

Write it for me

Send me a draft to approve

Any talking points, FAQs, or testimonials to include?

Upload any personal content (voice notes, videos, etc.)

Script Approval Checkbox: *

I confirm the provided talking points/script direction reflects my brand and messaging.

Creative Concept Lock-In

Preferred Tone/Style

Key Phrases to Include

Things to Avoid in Tone/Style

Reference Videos/Brands You Like

Upload Logo / Fonts / Brand Guide

Creative Approval Checkbox: *

I confirm this is the creative direction I want to move forward with and understand any major changes may require a new scope.

Shoot Logistics & Planning

Preferred Filming Dates

Filming Location(s)

Your Location

Trilux Studio

Need Help Finding One

Who should we coordinate with on shoot day?

Name
Role

Special considerations (lighting, access, noise, etc.)

Any additional products/scenes to capture?

Shoot Confirmation Checkbox: *

I confirm the above details are accurate and approve the shoot plan.

Post-Production & Ad Launch

Best Email for Review Links

Preferred Number of Revision Rounds

Who is responsible for final approval?

Name
Contact Info

Final Call-To-Action

Approval to Launch: *

I approve the video direction and give Trilux Creative permission to launch ads upon completion.