The Video Production CRM · resources
Production templates and practical guides.
Practical templates, checklists and answers for briefing films, quoting delivery versions, recording scope changes and managing the handover.
Video production quote template
Use a practical video quote template covering deliverables, production allowances, revision rounds, prices and the next step for approval.
Read moreVideo production brief template
Clarify the audience, objective, deliverables, approvals, dates and constraints before quoting a video project. Includes a downloadable brief.
Read moreVideo production rate card template
Create your own production rate card with clear units for filming, editing, packages and extra services. Includes a blank CSV template.
Read moreHow to structure video production pricing
Choose between day rates, hourly editing and fixed packages by defining scope, estimating effort and making assumptions visible.
Read moreVideo production workflow checklist
A practical enquiry-to-delivery checklist for a small production company, covering the brief, quote, approval, handovers and final delivery.
Read moreVideo production client onboarding checklist
Prepare a clear handover after a video quote is accepted: contacts, assets, approvals, production dates and client responsibilities.
Read moreVideo production follow-up email templates
Adapt three practical follow-up emails for an unanswered enquiry, a sent video quote and a production waiting on client assets.
Read moreHow to choose a video production CRM
Evaluate a CRM using your own enquiry, quote and production workflow. Compare client management, production planning, migration and data access.
Read moreVideo production proposal template
Explain the objective, creative approach, deliverables and production process before presenting your quote. Includes a plain-text proposal structure.
Read moreVideo production scope of work template
Define deliverables, filming, editing, revisions, client responsibilities and exclusions before the job begins. Includes a reusable text template.
Read moreVideo production scheduling checklist
Check dates, client dependencies, crew availability, editing time and approval windows before committing to a production schedule.
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