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No more guessing, no more stress. Use this structured checklist to quickly map out your project, nail your audience research, and choose from proven script formulas like Storytime or Problem/Solution. Spend less time winging it and more time wowing clients.

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[ BRAND RESEARCH ]

Not all brands will provide a detailed brief, but that doesn’t mean you can skip this step.

If you aren’t given one, it’s on you to reverse-engineer the brand’s expectations. Use our template to reverse engineer a brief that will help you nail the messaging, tone, and visual style of your UGC.

Without this, you’re making life harder for yourself.

BRAND RESEARCH

Website:

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Social media handles:

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Target audience:

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Competitor research:

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Customer reviews

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What is the goal of this content?

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[ SCRIPT ]

Even if your content is casual, a solid script ensures your messaging is clear, concise, and compelling.

Nine times out of ten, you'll be creating your UGC script using the direct response formula.

This ensures a structured, conversion-focused approach.

• Hook: Grab attention in the first 3 seconds.
• Problem: Introduce a relatable struggle.
• Solution: Present the product as the fix.
• Benefits: Highlight why this product is better than alternatives.
• Social Proof: Reinforce credibility.
• Call to Action: Direct the viewer to take action.

SCRIPT PLAN

Hook

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Problem

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Benefits

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Social Proof

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Call to Action

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[ SHOT LIST ]

You’re going to want to hit on a variety of shots.

🎥 Shots to consider:

• Unboxing: First impression footage.
• Product Close-Ups: High-detail shots.
• Feature Highlights: Showcasing unique elements.
• Product in Use: Demonstrate effectiveness.
• Lifestyle Clips: Show the product in a real-life setting.
• Speaking to Camera: Direct connection with viewers.
• Website Recording: If applicable, showcase how to order or highlight features.

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[ APPROVAL ]

[ READY TO FILM ]