Copywriting Project Workflow

A structured workflow guiding copywriters from initial client briefing through research, drafting, revisions, and final delivery for a successful content engagement.

This reusable ProcessKit template contains 7 steps and 43 blocks. Adapt it to your team’s policies, responsibilities, and tools.

Template categories

What’s included

Project Kick-off & Briefing

  • Overview
  • Client Name
  • Project Manager
  • Project Brief Document
  • Target Audience Description
  • Key Message/Call to Action
  • Kick-off Meeting Scheduled

Research & Strategy Development

  • Overview
  • Competitor Analysis Completed
  • Keywords Identified
  • Audience Pain Points Researched
  • Content Strategy Document
  • Research Notes

Outline & First Draft Creation

  • Overview
  • Content Outline Approved
  • Drafting Start Date
  • Target Word Count
  • First Draft Document
  • Internal Deadline for Draft

Internal Review & Self-Editing

  • Overview
  • Proofread for Grammar & Spelling
  • Check for Tone of Voice Consistency
  • Review Against Original Brief
  • Internal Feedback Notes
  • Revised Draft for Client

Client Review & Feedback Collection

  • Overview
  • Draft Sent to Client
  • Client Feedback Due Date
  • Client Feedback Received
  • Client Feedback Document
  • Feedback Summary

Final Revisions & Client Approval

  • Overview
  • Client Revisions Incorporated
  • Revised Copy for Approval
  • Approval Request Sent
  • Client Approval Status
  • Final Approval Date

Delivery & Project Archiving

  • Overview
  • Final Copy Delivered
  • Delivery Confirmation
  • Final Copy File
  • Project Files Archived
  • Client Satisfaction Survey Sent

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