Advantages of working with structured requirements
-
Set expectations with your clients
Ask for all of the information ahead of time, the client will provide all the necessary details and material, and both you and the client will better understand what is expected out of the order and what the process will be like. -
Avoid misunderstandings
Once the requirements have been submitted, you can review them and contact the client with any questions or clarifications you may have for them. -
Save time
All information is given at once and ahead of time, saving both you and your client valuable time during the order that would have been spent on ongoing requests and questions, and lead to a delay in the delivery. -
Create an organized and smooth work process—for both you and your client
Once you have all the needed information and aligned expectations, we recommend creating a detailed document that breaks down the order into specific tasks, timelines for each task, and regular updates on the task's status. - Create a great buying experience and increase client satisfaction.
Tips to help win over your clients
- Make sure to review the client's brief thoroughly.
- Thank them for their order and ask any follow-up questions if necessary.
- Explain what the first step will include.
For example: Create a storyboard, a mockup, or an initial sketch, and that any initial plan or draft will be sent to the client for review and approval. - After the client approves the plan, continue on with the order.
- Make sure to update the client regularly.
Tip: We recommend sending updates every 2-3 days on the progress of the order via the order chat.
Other requirements
-
In order to help you bring the best experience to your buyers, we’re improving the order process within the Animated Explainers category. Here is a structured requirement brief for you to use and already ready for action – we recommend adjusting it to reflect your service and sending it to your buyers once they make an order, in order to align on expectations and ensure the best delivery possible.
Requirements
Thank you for your order! We want to help bring your vision to life and deliver the best possible result. In order for us to be clear about your expectations, please answer the following questions:
General
- Describe the product/features that you'd like the video to focus on.
- Describe the main idea/concept of the video.
- Provide relevant information on your business:
a. Business name
b. Business contact & location information
c. Social media links
- Describe your target audience.
- Please share and provide references of videos you like.
- Do you have a timeline in mind?
The specifics
- Do you have a script or do you need us to provide one?
- What platform are you planning on using to share the video?
- Please share your preferred video format and duration.
- What would you like the last screen of the video to include? (E.g. logo, contact, a call-to-action?)
- Do you need a voice over for the video? If so, fill in the following:
- Preferred gender?
- Preferred age?
- Preferred language?
- Preferred accent?
- Which tone of voice would you like us to use?(.e.g.: funny, serious, authoritative, casual, enthusiastic, matter-of-fact etc.)
- Do you need background music? If so, what type?
Required materials
- Script (make sure it is grammatically correct and finalized).
- Your logo.
- Your brand’s style and color scheme (Hex or RGB).
- Record yourself and help us pronounce unusual names.
Learn more with our Whiteboard Webinar.
-
To help you offer your customers the best experience possible, we’re improving the order process within the Programming & Tech category. Here is a structured requirement brief for you to use that's already ready for action. We recommend adjusting it to reflect your service and then sending it to your customers once they order, so that you can align on expectations and ensure the best delivery possible.
Requirements
We want to help bring your vision to life, set expectations and deliver the best result you can!
In order to do so, please provide the following information.
Website Development
- Provide relevant information on your business
- Business name
- Business contact & location information
- Social media links
- Who is your target audience?
- What is the goal of your website?
- Would you like to be able to edit the website on your own?
- Share and provide design references, including:
- Your logo
- Preferred color scheme
- Preferred typography
- Any other design inspiration
- Attach any existing content you have, such as the copy for your ‘about us’ page, service descriptions, previous projects, images, videos, etc.
- Do you have a domain name and hosting? If so, please provide the details and credentials of your domain name and hosting.
- Do you have any additional requirements we should know about?
e-Commerce Development
- Provide relevant information on your business
- Business name
- Business contact & location information
- Social media links
- Who is your target audience?
- What is the goal of your store?
- Do you have a store account?
- If so, please provide the details and credentials of your account.
- If not, which platform would you like to use?
- Please share and provide design references, including:
- Your logo
- Preferred color scheme
Mobile Apps
- Provide relevant information on your app
- App name
- Brief description of your app
- Required abilities and features
- Business contact information
- Apple/Google developer account details
- Who is your target audience?
- What is the goal of your app?
- Please share and provide design references, including:
- App logo
- Preferred color scheme
- Preferred typography
- App design and screens/sketches/wireframes, if you have them
- Any other design inspiration
Game Development
- Provide relevant information on the game you wish to create:
- Game name
- Short brief overview; what is the goal of your game?
- Required features
- Game design document/spec sheet
- Which platform would you like the game to be developed for?
- Any reference game that can help to understand the concept
- Who is your target audience?
- Please share and provide design references, including:
- Your game logo
- Preferred color scheme
- Preferred typography
- Designed assets and models, if you have them
- Any other design inspiration
Learn more with our Programming and Tech Webinar.
- Provide relevant information on your business
-
Social Media Client’s Questionnaire
To properly onboard new clients, we need to understand their business. Ask your clients to answer all or some of the following questions. The answers to these questions will help you better understand your client’s business, needs, goals, and expectations, promising a better delivery experience and a higher satisfaction rate.
General information
- Business name
- Website link
- Relevant social media links and credentials
About the business
- Who are you?
- What do you do?
- Your services/products
- Are you solving a problem? If so - what is it?
- Why do people want to buy your product/service?
- Strengths & weaknesses
- Unique selling point
- Main message and call to action (CTA)
- Marketing goals and KPIs
- Target audience (location, age, gender, interests, etc.)
- Buyer persona
- Competitors
Branding & materials
- Brand book & brand guidelines (including color scheme, fonts, styles, etc.)
- Link to the business media kit and visual materials (logo, photos, videos, etc.)
- Brand voice & tone
- Any additional information
FAQs for interactions with followers
In case you’re planning to manage all social media interactions for the client, you should be familiar with any FAQs in advance to promise a fast and easy delivery. Ask your client to list all the FAQs and their answers.
For example:
- Business hours/location/directions
- Customer support number
- Materials
-
Getting it write! Get to know your client with this client’s questionnaire
The process of writing an article or blog post for your client just became much easier! To find the right words, you need to have the full context. Here is a list of questions to ask your client to help you build the perfect piece of content.
Generic context
- Business or personal use?
- Purpose of the content? Are you looking to create content to drive organic visitors, or are you looking to write content to be a thought leader?
- Who is your reader and what is your target audience?
Content for thought leadership - questions to ask:
- In what industry is your business? And is there a website?
- What is the topic of the post?
- What is the tone of voice?
- Do you have any brand voice & tone guidelines that I should adhere to?
- Do you have any Social Media examples that you can share with me?
- Do you have any research that you want me to include?
- Do you want me to conduct additional research?
- Do you have any previous samples or existing blogs that you want me to refer to?
- Do you want the article/blog post to include SEO-optimized keywords?
- What type of engagement do you expect from the article?
Content for traffic generation - questions to ask:
- In what industry is your business? And is there a website?
- What is the topic of the post?
- Who are your competitors or points of reference when creating the content?
- What is the tone of voice?
- How often do you typically write?
- What type of engagement do you expect from the articles?
- How many keywords would you like me to use?
Learn more with Articles and Blog Post Webinar and Email Copy & Marketing Webinar.