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.

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Video production brief template

Clarify the audience, objective, deliverables, approvals, dates and constraints before quoting a video project. Includes a downloadable brief.

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Video 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.

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How to structure video production pricing

Choose between day rates, hourly editing and fixed packages by defining scope, estimating effort and making assumptions visible.

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Video production workflow checklist

A practical enquiry-to-delivery checklist for a small production company, covering the brief, quote, approval, handovers and final delivery.

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Video production client onboarding checklist

Prepare a clear handover after a video quote is accepted: contacts, assets, approvals, production dates and client responsibilities.

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Video 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.

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How 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.

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Video production proposal template

Explain the objective, creative approach, deliverables and production process before presenting your quote. Includes a plain-text proposal structure.

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Video production scope of work template

Define deliverables, filming, editing, revisions, client responsibilities and exclusions before the job begins. Includes a reusable text template.

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Video production scheduling checklist

Check dates, client dependencies, crew availability, editing time and approval windows before committing to a production schedule.

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