Copywriting Project Intake template

Give a writer more than a topic and a deadline. This copywriting intake form asks who the reader is, what they should do, which facts support the offer and who will approve the draft. A voice-sample follow-up is skipped when the client has no sample, so a new brand can still provide a complete brief.

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12 questions · Free plan: 500 responses/month · fully customizable

Editable cover artwork
1 built-in logic rule

Interactive — fill it in like a respondent would.Open full width

What’s inside

The questions this template ships with — rename, reorder, or delete any of them in the builder.

01Your name and organizationShort text

02Project contact emailEmail

03Do you have a writing sample that reflects your preferred voice?Multiple choice

04Link to a representative writing sampleWebsite

05What are we writing, and where will it appear?Long text

06Who is the reader, and what do they already know?Long text

07What should the reader do after reading?Long text

08Which offer details, facts and source materials must be included?Long text

09Which objections should the copy address?Long text

10What voice, terminology and length constraints apply?Long text

11First draft deadlineDate

12Who checks facts, consolidates feedback and approves the copy?Long text

When to use this template

Briefing a freelance writer on a landing page or campaign
Separating factual requirements from tone preferences
Setting a first-draft deadline and a single feedback owner

Tips to get more from it

Identify the source for important claims instead of asking the writer to invent proof.
Distinguish a first-draft deadline from a publication deadline with time for review.
Choose one person to consolidate feedback so conflicting edits are resolved before revision.

Example response and next steps

Illustrative example, not a real customer submission.

A software team needs a landing page for an appointment reminder feature.

Who is the reader, and what do they already know?: Existing customers who know our scheduler but have not tried reminders.
What should the reader do after reading?: Open reminder settings and review a sample message before enabling the feature.

How to use the response

Write for an existing user's task rather than a cold prospect. Confirm current feature behavior and obtain approved screenshots before using specific promises in the draft.

Before publishing your version

Edit deliverable instructions for your service and test the sample-link branch. Ask the client to share only materials the writing team is permitted to use.

Questions people ask

Does this generate copy automatically?

No. It collects the information a writer needs. The included form can be used without AI generation.

Can I use it for a website page or an email?

Yes. Specify the deliverable and where it appears. Use a separate email marketing intake if you also need sending, audience and program responsibilities.

What if the client has no voice sample?

The No answer skips the sample link. The client can describe voice and terminology in the later open-ended question.

Go deeper

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