Resources

Comprehensive contract incorporating all Code requirements including scope, fees, IP, confidentiality, and termination clauses.

Standard T&Cs for ongoing client relationships and retainer arrangements.

Invoice Template

Professional invoice aligned with payment terms requirements.

Insurance Checklist

Guidance on required and recommended insurance types with key coverage considerations.

Client Expectation Guide

Help your clients understand what they can expect when working with you.

Client Onboarding Pack

Start every client project with clear communication and expectations.

Spreadsheet for auditing existing content with quality and performance metrics.

AI Disclosure Statement Template

Template statement for disclosing AI tool usage to clients transparently.

Checklist for ensuring advertising copy meets ASA/CAP Code requirements.

Green Claims Checklist

Checklist for ensuring environmental claims meet CMA and ASA guidelines.

Create your own AI policy using this template as your foundation.

Standalone NDA (non-disclosure agreement) template for sensitive projects

Data Handling Checklist

Checklist to help you assure your compliance when handling or processing personal data.

Quick-reference guide to key regulations by industry sector.

Ethical Review Checklist

Pre-publication checklist for ensuring work meets ethical standards

Code of Conduct (PDF)

Single-page summary of the Code of Conduct for reference and sharing.

Code of Practice (PDF)

One-page summary of the Code of Practice for reference and sharing.

Mentoring Agreement Template

Framework for establishing mentoring relationships within the profession.

Competency Framework

Competency Framework spreadsheet including all copywriting competencies plus multiple specialist professions.

Structured brief covering objectives, audience, messaging, and deliverables for any project.

Copy Review Checklist

Quality assurance checklist covering clarity, accuracy, brand voice, and technical requirements.

Structured email templates for requesting specific, actionable feedback from clients.

Professional proposal framework including scope, approach, timeline, and investment.

End-of-project checklist ensuring proper delivery, documentation, and closure.

Client Briefing Questionnaire

Questions to ask your copywriting clients before starting any project.

Copy Deck Template

Standardised delivery format for presenting copy with context, rationale, and implementation notes.

Formal process for documenting and agreeing additional work beyond the original brief.