SaaS creator brief

A simple SaaS UGC brief template.

A clear brief makes quotes easier to compare and gives creators a better chance of producing useful work on the first pass.

Copy this brief structure

Product: [Product name and one-sentence description]

Target audience: [Who the video is for]

Campaign goal: [Demo / paid ad / awareness / conversion / onboarding]

Main problem: [The problem the viewer should recognize]

Core benefit: [The single result to communicate]

Feature to show: [One or two important product actions]

Format: [Talking head / screen demo / voice-over / testimonial / hybrid]

Video length: [Approximate duration]

Hook: [Required hook or ask the creator to propose options]

CTA: [What should viewers do next?]

Deliverables: [Videos, hooks, ratios, raw footage, captions]

Usage: [Organic / paid social / website / landing page / duration]

Deadline: [Delivery date]

Do not say: [Claims or wording the creator must avoid]

Keep the brief focused

Pick one audience, one problem, one product moment, and one next action.

Provide product access early

If the creator needs to record the software, provide a demo account, test environment, or screen-recording reference before production.

Include usage expectations

State whether the content is for organic social, paid advertising, website use, landing pages, or another channel.

This template is a planning tool, not legal advice.

Related guides

Read the usage-rights guide and portfolio review checklist.