# Casting Brief Template. B2B Video Spokesperson. **How to use this.** Fill in every field below before you publish a job post on Upwork, Backstage, or any platform. The more specific the brief, the better the applicants. A vague brief gets you 80 generic reels. A specific brief gets you 8 qualified candidates. Paired with: [The B2B Video Spokesperson Hiring Playbook](https://videorep.co/resources/spokesperson-hiring-playbook). --- ## 1. Project at a glance | Field | Your value | |---|---| | Project name (internal) | | | Video type (ad, VSL, demo, training, customer story) | | | Quantity | | | Vertical (FinTech, HealthTech, MarTech, AI Tools, other) | | | Target audience (one sentence) | | | Final-delivery deadline | | | Budget range per finished video | | --- ## 2. The product or company in one paragraph Three to five sentences. What you sell, who buys it, what your buyer cares about. Skip the founding story. The presenter does not need it. They need to know what to sound like an expert at. > [Your paragraph here.] --- ## 3. The presenter persona Get specific. Vague gets you nothing. | Trait | What you want | |---|---| | Gender presentation | Male / Female / Open / No preference | | Age range | e.g. 28 to 42 | | Accent | e.g. neutral US, neutral AU, neutral UK, no preference | | Energy register | Warm-and-grounded / Conversational-and-fast / Authoritative-and-measured | | Industry tonality | Should sound like a [e.g. fractional CMO, customer success lead, founder] | | Language fluency | First-language English / Other (specify) | | Wardrobe expectation | Smart casual / Business casual / Branded apparel we send | | Background expectation | Their home studio / Our virtual background / Our location | | On-screen reads we need | Direct-to-camera / Pieces-to-camera / Voiceover / All three | | Hands-on prop comfort | Will hold up the product / Software demo voiceover / Both | | Hard nos | e.g. heavy accent, cartoonish energy, monotone, salesy | --- ## 4. What the script looks like Tell candidates exactly what they will perform on camera. Even an outline. > Example: "Each video is 30 to 45 seconds. Hook in the first 3 seconds, body that covers one feature with one specific buyer outcome, single-action CTA at the end. We provide the script. You memorise or read off teleprompter." Your version: > [Describe the script format, length, structure, and how scripts will be delivered.] --- ## 5. Format and technical deliverables | Deliverable | Spec | |---|---| | Aspect ratios | e.g. 9:16 vertical, 1:1 square, 16:9 widescreen (mark which) | | Resolution | 4K / 1080p | | File format | ProRes / H.264 / MP4 | | Audio | Lav mic / Boom / Built-in (state expectation) | | Number of takes per script | e.g. 3 clean takes, full read each | | Slate or markers | Verbal slate at start of each take? Yes / No | | Frame.io or Drive delivery | Specify the link they upload to | --- ## 6. Usage rights you are buying The single most-skipped section. Be explicit so neither side gets surprised. | Right | Scope | |---|---| | Usage period | e.g. perpetual, 12 months, 6 months | | Geographic scope | Worldwide / specific country / specific region | | Platforms | Paid social only / organic only / both / web + email | | Channels included | Meta, LinkedIn, YouTube, TikTok, your owned channels | | Exclusivity in your industry | None / 6 months / 12 months / 24 months | | Right to edit after delivery | Yes (with no further fee) / No (talent must approve cuts) | | Likeness used in still ads (screenshots from video) | Yes / No | | AI cloning / synthetic-voice rights | NO (recommended default) | | Talent credit on owned channels | Required / Optional / Not required | --- ## 7. The audition process (be upfront) Tell candidates what stages you will run BEFORE they apply. - [ ] Stage 1. Cold reel review (their existing reel, 5-minute review). - [ ] Stage 2. Paid script test ($50 to $150, 30-second read against your actual script). - [ ] Stage 3. Workflow rehearsal (one paid take from a finalist, full delivery cycle including notes round). - [ ] Final: contract + first project. Saying so in the brief filters out applicants who do not want to do paid auditions. --- ## 8. The wrong fit (write this out explicitly) Five bullets. Tell candidates what you do NOT want so they self-select out. - [ ] - [ ] - [ ] - [ ] - [ ] Example bullets: - Not looking for cinematic / brand-anthem style. We want direct-to-camera B2B clarity. - Not looking for actor reels with no business-context reads. - Not looking for AI-edited or AI-cloned voice work. - Not looking for presenters who cannot deliver a take in 3 attempts. - Not looking for anyone who refuses to provide paid script-test footage. --- ## 9. What to ask in the application Three short questions filter better than a long brief. Pick three. - [ ] Send a B2B direct-to-camera clip under 30 seconds. Not a montage reel. One single read. - [ ] Three sentences on the biggest direction note you have ever received and how you applied it. - [ ] One sentence on what makes a B2B video different from a B2C ad. - [ ] What rate would you charge per finished video for the spec above. - [ ] What is your typical turnaround from script approval to final delivery. --- ## 10. The internal owner | Field | Value | |---|---| | Who is the single decision-maker on hire | | | Who reviews takes and gives notes | | | Who handles contract / payment | | | Backup contact if primary is out | | --- ## Final check before you publish - [ ] Every field above is filled in - [ ] You have re-read the brief out loud and it makes sense to someone outside your company - [ ] You have your script ready (or at least your script outline) - [ ] You have your Frame.io / Drive folder created - [ ] You have your contract template ready (use the one in this kit) - [ ] You have decided your max budget per video before reading rates from applicants --- **Want help skipping the hiring loop entirely?** I'm a vetted B2B spokesperson with 1,000-plus videos for 250-plus brands and a Top Rated Plus track record on Upwork (672 projects, $600K-plus earned, 100 percent Job Success Score). [Book a free 30-minute strategy call](https://cal.com/videorep/videorep-discovery-call) and we will figure out whether hiring or partnering is the better move for your specific use case. Eric Presnall. VideoRep.