{{project}} / host {{business}} / guest {{contact}} / proposed {{deadline}}
Purpose: agree on the episode's task and recording/publication arrangements before recording. This draft sends nothing and is not a release agreement.
Listener and starting knowledge [ ]; editorial question [ ]; why this guest's verified experience fits [ ]; sources and date checked [ ].
Invite draft:
Hello {{contact}}, I host [show] for [audience]. Would you consider a [duration] conversation about [specific question]? We would discuss [three themes] and prepare [audio/video/excerpts actually planned] for [actual channels]. Compensation is [accurate arrangement]. If interested, I will share the recording details and our approved permission/release process. There is no expectation of extra promotion unless separately agreed. {{business}}
Brief after acceptance
Date/time/timezone [ ]; meeting/contact route [ ]; total appointment versus recorded time [ ]; host/producer [ ]; access or participation needs [ ].
Name/pronunciation [ ]; current role/bio and guest-approved public link [ ]; factual topics [ ]; private or out-of-scope material [ ]; backup contact route [ ].
Recording, editing, publication, excerpt, and image permissions: [approved process/reference and scope]. Verify before recording; interview agreement alone does not provide every intended use right. Explain actual factual-correction and editorial policies; do not promise a veto, anonymous publication, or a review right the business does not offer.
Send equipment/setup suggestions suitable for the actual method, a technical-test plan, and the recovery route if the call fails. Do not put private meeting credentials or unpublished sensitive details in the public brief.
Claim check: which guest statements need evidence or attribution [ ]; where uncertainty should remain [ ]; fact-check owner/date [ ].
Ready when the guest, producer, permissions, access arrangements, and editorial boundaries agree. Hold recording if an essential permission or usable setup is unresolved.
Your decision
Has the guest confirmed topic, name, and recording arrangements?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before you start
- Guest brief: [Source or notes]
- Recording setup: [Source or notes]
- Publishing requirements: [Source or notes]
What you will make
An episode pack with checked audio, notes, transcript, and guest facts.
View plain worksheet text
{{project}} / host {{business}} / guest {{contact}} / proposed {{deadline}}
Purpose: agree on the episode's task and recording/publication arrangements before recording. This draft sends nothing and is not a release agreement.
Listener and starting knowledge [ ]; editorial question [ ]; why this guest's verified experience fits [ ]; sources and date checked [ ].
Invite draft:
Hello {{contact}}, I host [show] for [audience]. Would you consider a [duration] conversation about [specific question]? We would discuss [three themes] and prepare [audio/video/excerpts actually planned] for [actual channels]. Compensation is [accurate arrangement]. If interested, I will share the recording details and our approved permission/release process. There is no expectation of extra promotion unless separately agreed. {{business}}
Brief after acceptance
Date/time/timezone [ ]; meeting/contact route [ ]; total appointment versus recorded time [ ]; host/producer [ ]; access or participation needs [ ].
Name/pronunciation [ ]; current role/bio and guest-approved public link [ ]; factual topics [ ]; private or out-of-scope material [ ]; backup contact route [ ].
Recording, editing, publication, excerpt, and image permissions: [approved process/reference and scope]. Verify before recording; interview agreement alone does not provide every intended use right. Explain actual factual-correction and editorial policies; do not promise a veto, anonymous publication, or a review right the business does not offer.
Send equipment/setup suggestions suitable for the actual method, a technical-test plan, and the recovery route if the call fails. Do not put private meeting credentials or unpublished sensitive details in the public brief.
Claim check: which guest statements need evidence or attribution [ ]; where uncertainty should remain [ ]; fact-check owner/date [ ].
Ready when the guest, producer, permissions, access arrangements, and editorial boundaries agree. Hold recording if an essential permission or usable setup is unresolved.
Your decision
Has the guest confirmed topic, name, and recording arrangements?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before you start
- Guest brief: [Source or notes]
- Recording setup: [Source or notes]
- Publishing requirements: [Source or notes]
What you will make
An episode pack with checked audio, notes, transcript, and guest facts.