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Creative & Compliance Discovery Session

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discovery session.

Enter your client details below to get started. Their name will appear throughout the session to keep every question in context.

Type of filming
Case Study Film
Client success story interview
Coming soon
Brand Film
Identity & culture storytelling
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Product Film
Feature & demo showcase
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Event Coverage
Live & highlight capture
Fill in your client name to begin.
Creative & Compliance Session
—  ·  —
0 of 5 open

About this session

This is a structured discovery session we run together before every project. We'll cover the story, who's on camera, what can and can't be said on film, and anything that will help the day run smoothly. There are no wrong answers — the more open you are, the more useful it is.

45–60 min 5 sections Case Study Film
01

The Relationship & The Story

Help us understand the work, the results, and the narrative arc

~10 min ▾
To open this section: Before we get into logistics or compliance, we want to understand the work itself — the relationship, the challenge you solved, and the results you're most proud of. This is where the story lives, so the more detail the better.
Open
Q 1.1 — Background
How long have you been working with your client, and what was the original scope of the engagement?
Open
Q 1.2 — The Challenge
What was your client struggling with before they started working with you? Try to be specific — commercially, operationally, or in terms of how they were perceived.
The more specific the better here. "Low brand awareness" is a starting point — what did that actually mean for their business? Were they losing customers to a competitor, struggling to fill capacity, or seen as behind the times?
Open
Q 1.3 — The Transformation
What's genuinely different for your client now? And what's the one result you're most proud of from this project?
Numbers are powerful, but a shift in how they talk about themselves or how their customers now perceive them can be just as compelling on film — sometimes more so.
Open
Q 1.4 — The Unexpected
Was there a moment in the project that surprised you — something that didn't go to plan, or something that worked far better than expected?
Honest, unscripted moments make the best film. If there's a story here, there's a good chance the person on camera will echo it — and those moments are gold.
Specific data & statistics
Important
Q 1.5 — Approved Data Points
Are there any specific numbers, percentages, or statistics from this project that you'd like featured — and have these been approved for public use?
We'll ask about the sign-off process in the Compliance section, but we want to capture the data itself here first so we can reference it. Examples: occupancy uplift, enquiry volume, social reach, revenue impact.
Narrative framing
Select
Q 1.6 — Story Arc
Which of these narrative frames fits best? Select all that apply.
02

Contributors

Profile each person appearing on film — their style, comfort level, and personal connection to the work

~10 min ▾
For this section: Tell us about everyone who'll appear on camera so we can prepare properly. Add as many people as needed — we'll build a profile for each one.
Open
Q 2.A — Who are they?
What's their name, job title, and how long have they been involved with this project?
Open
Q 2.B — Communication style
How do they naturally communicate? Are they expressive and storytelling by nature, or more measured and precise in how they speak?
This helps us calibrate interview pacing. Expressive speakers may need tighter questions to stay focused; measured speakers may need space and permission to open up.
Open
Q 2.C — Camera experience
Have they appeared on camera before — interviews, webinars, company films? How did they find it?
Open
Q 2.D — Personal connection
What's their personal connection to this project? What do they care about — beyond the business headline?
The most memorable moments in case study films come when someone talks about what the work meant to them personally — not just what it meant for the company. Does this person have that kind of emotional investment?
Flag
Q 2.E — Sensitivities
Is there anything we should be aware of before filming — personal circumstances, past experiences, or topics that would be uncomfortable or inappropriate to raise?
03

Compliance & Boundaries

What can and cannot be said — covering both parties

~12 min ▾
For this section: We want to work as freely as possible on the day — which means mapping the fences clearly right now. We'll cover compliance for both your agency and for your client separately, since the restrictions can differ.
Agency — compliance & constraints
Critical
Q 3.1 — Agency contractual limits
Are there any contractual terms between you and your client that restrict what can be publicised, shared, or claimed in the film?
NDAs, exclusivity clauses, attribution restrictions, or limits on referencing the relationship publicly are all worth noting here.
Critical
Q 3.2 — Agency can / cannot
From your perspective, what can and can't be said or shown about the work you've done?
✓ Can say / show
✗ Cannot say / show
End client — compliance & constraints
Critical
Q 3.3 — Sector & regulatory context
Is your client subject to any sector-specific regulations that affect what can be claimed or stated publicly — advertising standards, consumer protection rules, financial regulations, or similar?
Critical
Q 3.4 — End client can / cannot
From their perspective, what can and can't be said or shown on camera?
Think about: specific results, statistics, named competitors, pricing, guarantees, forward-looking statements, or anything currently under legal review.
✓ Can say / show
✗ Cannot say / show
Critical
Q 3.5 — Active legal matters
Are there any active legal proceedings, disputes with competitors, or regulatory investigations relating to your client that we should be aware of?
Even vague awareness is useful — we can simply steer clear of those areas without needing the full detail.
Select
Q 3.6 — Competitor mentions
Is your client comfortable being positioned in contrast to competitors on camera?
Data sign-off process
Open
Q 3.7 — Sign-off process
For the specific data points identified in Section 1 — who owns sign-off on those, and what does the approval process look like?
We want to understand the process so we can plan the edit timeline around it. Are there multiple stakeholders involved? Is there a legal team who needs to review the final cut?
04

Creative Direction & Tone

How the film should feel, who it's for, and what success looks like

~8 min ▾
For this section: Set aside the content for a moment. How should this film feel? We want to understand the emotional goal, who the film is for, and any aesthetic reference points — so that every creative decision we make on the day is pointed in the same direction.
Open
Q 4.1 — Emotional goal
When someone finishes watching this film, what's the one feeling you want them to walk away with?
Select
Q 4.2 — Tone mapping
Three words for how the film should feel, and three it absolutely should not feel.
✓ Should feel like
✗ Should NOT feel like
Open
Q 4.3 — Reference points
Any films, ads, or case studies — from any industry — that you love the feel of? Or any that are the exact opposite of what you want?
Select
Q 4.4 — Primary audience
Who is this film primarily for? Select all that apply.
Open
Q 4.5 — Brand guidelines
Are there any specific visual or verbal brand guidelines we need to work within — for either party?
05

Shoot Logistics

Practical considerations and known risks to plan around before the day

~7 min ▾
Open
Q 5.1 — Location
Tell us about the filming location. What does the space look like — and are there any areas that should or shouldn't appear on camera?
Open
Q 5.2 — Time & access
How much time will the people appearing on camera realistically have on the day? Are there hard stops, commitments, or access constraints to factor in?
Flag
Q 5.3 — Risk checklist
Work through these known risk areas together and flag any that apply before the shoot day.
Open
Q 5.4 — Anything else
Is there anything we haven't covered that you think we should know before the filming day?
Always worth asking. The most useful answers often live here.