Template

Video agency onboarding questionnaire

Use this questionnaire to align footage, stakeholders, creative direction, approval rounds, delivery specs, and proof before production starts.

Questions to copy

  1. 1What video types are included this period?
  2. 2Where will the videos be published?
  3. 3What footage, brand assets, or source material is available?
  4. 4Who reviews scripts, edits, thumbnails, and final exports?
  5. 5How many review rounds are included?
  6. 6What export specs are required?
  7. 7What deadlines or campaign dates matter?
  8. 8What proof should be attached after delivery?

Review rounds must be explicit

Video work can stall when too many stakeholders join late. Decide who approves which stage before the first edit.

FAQs

What should a video agency collect before production?

Collect goals, footage, assets, specs, publishing channels, stakeholders, review rounds, deadlines, approval contacts, and proof expectations.