Client Onboarding and Production Brief

1

Project Record

Client or organization *

Primary contact *

Email *

Phone *

Billing contact name *

Billing contact email *

Selected package *

Proposal or invoice number

FunTimes account lead

Desired launch date

Final decision-maker and approval contact *

Which service areas does your package include? Check all that apply. Your answer opens the matching section below. *

Advertising and PromotionOngoing Marketing SupportUnfiltered with FunTimes

2

Final Goal and Scope

State the primary business or campaign goal in one sentence. *

What specific result will define success? *Include a number, action, deadline, or other observable result when possible.

Other, please specify

3

Audience and Creative Direction

Audience, Message, and Action

The information FunTimes will use to shape the work and protect accuracy.

Primary audience *Include community, geography, age or life stage, interests, language, and access needs.

Primary message *What is the single idea the audience should remember?

Call to action *State the exact action and provide the phone number, address, registration link, or destination URL.

Desired tone or examples to follow or avoid

4

Brand Assets and Required Information

Required names, spellings, credits, disclaimers, claims, or statisticsProvide a supporting source or contact for facts that require verification.

5

Responsibilities, Approval, and Reporting

Workflow and Accountability

Who supplies, reviews, approves, and measures the work.

FunTimes will handle

The client will supply or handle

Client approval contact *

Backup approval contact

Expected approval turnaround

Same business dayWithin 24 hoursWithin 48 hoursOther

Other, please specify

Dates when the client or approver will be unavailable

Other, please specify

Reporting contact and preferred reporting date

Client confirms that supplied materials may be used for the approved project and that the client has permission to provide them. The client remains responsible for the accuracy of supplied facts, claims, pricing, names, and legal requirements. Changes beyond the approved scope may affect fees and deadlines.

A

Advertising and Promotion Details

Advertising and Promotion

Shown because your package includes advertising and promotion.

Other, please specify

Campaign start date

Campaign end date

Final promotional copy or nonnegotiable points

Destination URL and tracking link, if available

Public phone number

Public email address

Geographic or audience restrictions

Creative status

Final creative suppliedFunTimes will adapt supplied assetsFunTimes will create the creative

Special placement, tagging, disclosure, or sponsor requirements

FunTimes may make minor edits for length, clarity, platform fit, accessibility, and house style. Material changes return to the designated client contact for approval. Dates remain subject to receipt of payment, final assets, and timely approval.

B

Marketing Operations and Access

Ongoing Marketing Support

Shown because your package includes ongoing marketing support.

Other, please specify

Recurring content themes, programs, offers, or events

Client content capacity

Can supply regular photos and videoCan appear on cameraCan provide subject-matter expertsNeeds FunTimes to create most contentNeeds help deciding what to say

Known workflow barriers, blackout dates, or recurring approval scheduleExamples: travel, slow approvals, limited footage, compliance review, or inconsistent access.

Accounts, tools, or systems FunTimes may need to accessDo not place passwords in this form. FunTimes will provide a secure access process.

C

Story and Interview Preparation

Unfiltered with FunTimes

Shown because your package includes an Unfiltered feature. Complete after FunTimes confirms editorial fit.

Proposed subject

Subject’s title or role

Why does this story matter to the FunTimes audience?

What is the central human story, tension, or turning point?

List verifiable achievements, dates, claims, and supporting sources.

Who should participate in the interview?

Interview availability

Factual-review contact

Topics, sensitivities, pronunciation notes, or context the interviewer should understand

Editorial standard. FunTimes retains control over reporting, interview questions, framing, headlines, editing, and publication decisions. Payment supports agreed production and distribution services. It does not purchase praise, guarantee favorable coverage, or permit removal of accurate material solely because it is uncomfortable. The subject may review factual details, names, dates, and direct quotations within the agreed review period. Rights, promotional use, ownership, and archival storage will be addressed in a separate written agreement.

6

Authorization and Submission

Final Confirmation

Complete after all applicable sections have been reviewed.

Please confirm each item. *

The information in this form is accurate to the best of my knowledge.The client has permission to supply and authorize use of the submitted materials.The named approval contact can approve the work on the client’s behalf.The client understands that late assets or approvals may change the schedule.The client understands that added work may require a revised scope and fee.

Authorized name *

Title *

Type your full name as your electronic signature *

Date *

Final asset-upload link or delivery notesAttach files through the secure upload link supplied by your FunTimes representative.

Additional instructions

Typing your name above and submitting this form constitutes your electronic signature and confirms the items checked in this section.