TSL writes, designs, and builds/develops various types of content for customers, including:
Below you’ll find general information that the Project Lead must gather from the customer and/or TSL SMEs to run a content creation project.
Disclaimer: Refer to Clarizen project templates for unique production process as some details and order will vary depending on the format of piece and whether or not there is a template to use as a starting point.
The project manager should create a project request and post in Clarizen for each content or ad tactic we need to execute, and for any ad hoc requests (part of continuous improvement retainers, hourly digital work). Rounds of client-requested edits should also have a clear request posted.
Content Planning Requirements
The following assets and information are needed.
What is a Kickoff Call?
The initial touch with client where we have a broad conversation that is focused generally on their company, target audience, persona, markets, etc. The goal is to review the project specifics and gain a general understanding of the client’s goals and business objectives. Generally this conversation is not focused solely on content creation. Kickoff calls require a follow-up copy intake call where we gather more specific information around a content piece. Additional follow-up calls may be needed to dive deeper into goal-setting and identifying business objectives, value prop, etc.
What is an Intake Call?
Early stage conversation between Copywriter and client or SME where a topic is identified for a specific piece of content. An understanding of how the content piece is being promoted is discussed. The goal of the call is for the Copywriter to leave with enough information to proceed into writing an outline for the content piece, assuming they have received all relevant brand assets from the client. There should be a separate copy intake call for each new piece of content or each new topic.
Copy intake calls should always be recorded.
|1||Check the Clarizen Resource Load and the Outlook Calendar of the copywriter to locate a day with the best availability for the call. Aim to schedule calls as far in advance as possible, but no earlier than 48 hours out, to ensure resource is available and able to prepare for the call.|
|2||Create an Outlook meeting invitation for the client call, including all TSL and client invitees and the conference bridge dial-in information. Note: Use a conference bridge service that has call recording functionality, so the TSL resources can refer back to the recording later if needed.|
|3||Create an Outlook meeting invitation for a brief 15-20 minute preparation call, in advance of the client call (no earlier than the business day prior to the client intake call).|
|4||Assign Clarizen tasks to the copywriter for Intake Call Prep, and for the Intake Call date itself.|
|5||Post the initial Project Request, any background information available/questions to consider for the intake call, and supporting resource files to the project’s Clarizen Discussion thread, and tag the assigned resources.|
|6||Hold internal prep call with copywriter and any other resources. Answer questions where possible, and note what may need to be addressed with the customer on the call.|
|7||Hold intake call.|
|8||Download the call recording file and upload to the appropriate Teams folder.|
|9||Reply to the original project request discussion post in Clarizen with the link to the recorded call file and any other notes taken during the intake call.|