Agency Client Explainer Delivery Checklist

Agency Client Explainer Delivery Checklist

Agency Client Explainer Delivery Checklist is a pre-render pass/fail checklist. Focus: Scopes, revision rounds, brand QA, and handoff packages for client teach videos. Run it when the brief needs “agency explainer delivery checklist” or when feedback is stuck on taste instead of teach quality.

Copy the gates into your ticket, assign owners, and fail closed on brand and claims before you spend render time.

Who this checklist is for

• Small teams who still need a repeatable publish bar
• Product marketing and content teams shipping short teach videos
• Founders explaining a workflow without a film crew
• Agencies that need a shared QA language with clients
• Operators using AI-assisted frames who still need brand-safe clarity

What “done” looks like

• A teammate outside the brief can state the outcome in one sentence after one silent watch
• Gate “Ban in-scene warped logos” has an owner and a written pass/fail note
• “Define the job-to-be-done” is verified on a phone-sized preview, not only a desktop editor
• Claims, product visuals, and disclosure decisions are locked before motion credits burn
• One CTA matches the promise; taste nits are logged separately from ship blockers

Why a checklist beats taste debates

Teams searching for agency explainer delivery checklist need shared pass/fail language across brief, storyboard, edit, and publish. Most expensive regenerations come from missing decisions, not missing pixels.

The checklist: Agency Client Explainer Delivery Checklist

1. Ban in-scene warped logos

• Keep logos out of AI improvisation zones when possible
• Composite official marks in export
• Respect clear-space and minimum size on mobile

Verify: No warped or hallucinated wordmarks in approved stills.

2. Define the job-to-be-done

• Write one sentence: after this asset, the viewer understands or does X (tied to agency explainer delivery checklist)
• Name what you will NOT teach in this clip
• Align CTA to that single job

Verify: If two people write different job lines from the same brief, stop and reconcile.

3. Lock the audience assumption

• Note prerequisite knowledge in one line
• List jargon you must translate or show
• Pick expert vs novice; do not serve both in one 45s clip
• Keep the angle visible: Scopes, revision rounds, brand QA, and handoff packages for client teach videos

Verify: A proxy viewer from the named audience can paraphrase the promise.

Common miss: Assuming the viewer already finished your docs site.

4. Choose the format spine

• Pick primary surface: Reel / Short / landing embed / email clip
• Set aspect and safe zones before designing type
• Note secondary cuts only after primary teaches cleanly

Verify: Design file or storyboard states the primary format in the header.

5. Draft the promise line

• One plain-language promise without hype adjectives
• Promise is visually provable in 2–5 beats
• CTA does not invent a second promise

Verify: Promise line fits in ≤16 words and matches beat 2 on the board.

6. Map proof beats

Verify: Cover the VO: do stills alone still prove the claim?

Common miss: Stock montage substituting for product truth.

7. Write VO or on-screen text first

• Draft VO or on-screen text before generating frames
• Time a read-aloud to the target runtime
• Cut words until spoken lines stay ≤18 words when possible

Verify: Script timestamped against beats; no orphan sentences.

8. Attach brand kit constraints

• Attach palette, type, logo rules, character sheet, product-truth refs
• Ban in-scene warped logos; composite clean marks
• Lock character/world tokens for the series

Verify: Three random frames match the kit without excuses.

9. Flag claim risk

• Highlight absolutes, comparisons, metrics before render
• If it cannot go on the website, it cannot go in the Reel
• Remove fabricated social proof and unverifiable percentages
• Keep the angle visible: Scopes, revision rounds, brand QA, and handoff packages for client teach videos

Verify: Claims owner initials on the storyboard or ticket.

Common miss: Adding a superlative in the edit because the hook felt soft.

Worked micro-example

Imagine a 45–60s Reel guided by Agency Client Explainer Delivery Checklist.

Delete any beat that does not earn its seconds. Prefer product-truth frames over decorative motion.

Roles and fail-closed gates

Suggested SLA: job line → board in 48h; board → still lock in 48h; lock → publish in 48h.

Anti-patterns to avoid

• Absolutes and comparisons that legal has not cleared
• Treating “agency explainer delivery checklist” as VO stuffing instead of a job to complete
• Feature dumps with no workflow order
• Photoreal thrash when a diagram would teach faster
• Multiple CTAs competing with the lesson
• Publishing from a laptop preview only (skipping mobile/native UI)
• Using AI likenesses of real private people for fake social proof

Handoff template (copy/paste)

Topic: Agency Client Explainer Delivery Checklist
Primary intent: agency explainer delivery checklist
Promise:
Audience + prerequisites:
Format (9:16 / 16:9 / both):
Proof beats:
Brand kit version:
Claims approved by:
Disclosure plan: none / label / legal review
Key gates:
Ban in-scene warped logos: pass/fail + owner
Define the job-to-be-done: pass/fail + owner
Lock the audience assumption: pass/fail + owner
Choose the format spine: pass/fail + owner
Draft the promise line: pass/fail + owner
Map proof beats: pass/fail + owner
Storyboard approved by / date:
CTA:
Verification date:

How to run this checklist in a real sprint

1. Brief — promise + audience; paste checklist into the ticket.
2. Board — proof beats + product-truth refs; blockers only.
3. Stills — approve before motion; fail closed on brand/claims/clarity.
4. Render + QA — captions, mute pass, native preview, disclosure; one CTA.
5. Ship + log — publish, reply early, note the next change.

Protect: Scopes, revision rounds, brand QA, and handoff packages for client teach videos.

Field notes after three publishes

• Changelog: job line, proof frames, retention notes, next change.
• Saves without clicks often mean the teach is complete—ship a Part 2 instead of extra CTAs.
• Quarterly cleanup when product truth drifts.
• Reuse an honest board across Reel, cutdown, help still, talk track, email thumbnail.

Mini decision tree

• Wrong still → fix still/guideline first.
• Bad timing only → retime holds/captions; keep frames.
• Wrong promise → stop and rewrite the job line.
• Hidden CTA → fix safe zones, not the music bed.

Related reading on Scro

• 7 Hook Formulas Checklist for Explainer Reels That Stop the Scroll
• A/B Test Checklist for Explainer Hooks and Thumbnails
• Accessibility Checklist for Explainer Reels (Captions, Contrast, Pace)
• Analytics Checklist: What to Measure on Explainer Reels

Soft close — storyboard-first workflow

Prefer concept → storyboard → approve stills → render over prompt-and-pray generation. If you want that loop productized, try Scro. The operating rules above still apply with any stack that lets you lock beats before motion credits burn.