Set up your client project: approved claims, rights terms, and past briefs
A Juma Project is a shared space where the team keeps everything Juma needs to know about a client. Create one project per client, add context as the relationship grows, and every flow the team runs draws on what is relevant. For creator work the payoff is direct: the claims the client's legal team already vetted, the rights terms they already agreed, and the briefs that got pushed back on last time.
What to add
Approved claims and substantiation sheet
The claims the client's legal team has already cleared, with any required qualifier. This is the file that changes output quality the most. With it, the brief uses vetted wording verbatim instead of building the list from published copy, and it flags any creator-proposed line that falls outside what is cleared.
Creator agreement and standard rights terms
The master agreement, release forms, and the rights terms the client normally signs: paid media window, territory, exclusivity stance, whitelisting policy. The rights matrix then defaults to what this client actually agrees to rather than a generic market standard.
Brand and visual guidelines
Tone, the words the brand does and does not use, logo and colour rules, and any creator-content guidance. The brief picks up the client's voice, and the PDF comes back in their visual identity instead of a default layout.
Past creator briefs and what got rejected
Previous briefs plus a note on which footage came back unusable and why. Those rejections are the sharpest input available: they turn the shot list from a generic checklist into the specific coverage this client has learned to insist on.
Guide Juma with project info
Add a short description to each knowledge item in the project's info field so Juma knows what the file holds and when to reach for it. For example:
- Approved claims sheet: "Legal-cleared claims by product, current as of this quarter. Use verbatim. Nothing outside this list goes to a creator."
- Creator agreement: "Standard influencer terms. Reference for the rights matrix defaults, including the 12 month paid window."
- Brand guidelines: "Voice, restricted words and visual identity. Apply to the creator-facing brief."
- Past briefs: "Last three campaigns plus rejected-footage notes. Use to set the required coverage."
Write a creator brief your client's legal team will sign
Frequently Asked Questions
What does a complete UGC creator brief include?
A complete creator brief covers eight parts: campaign and deliverable detail, the claim limits with their sources, the disclosure requirement per market and platform, a filled usage-rights matrix, a shot list with three hook options per video, a per-platform delivery spec, the approval and sign-off stages, and a source register. The brief arrives as a PDF for the creator plus a CSV for the contract and the tracker.
The split matters as much as the contents. The creator-facing sections can be forwarded to talent as they are, while the internal sections carry the negotiation stances, approval owners, and tracking that should never leave the team. Most briefs blur the two, which is how a creator ends up reading the client's fallback position on exclusivity.
Does the brief cover disclosure rules outside the US?
Yes. Name the markets the creators post from and the brief carries a disclosure block for each one: FTC guidance for the US, the ASA and the CAP Code for the UK, and the applicable EU requirements. Each block gives the exact string, its placement, and the in-video timing, with the regulator guidance cited.
This is the gap that catches most teams. A brief written once for a US programme gets reused for a UK creator, the wording no longer matches what the ASA expects, and the post is non-compliant through nobody's deliberate choice. Setting the markets at the start costs one clause in the prompt and removes the problem.
Disclosure rules change. Treat the cited guidance as the starting point and have the client's legal team confirm the current position before anything is signed.
Can the brief be sent to creators as-is?
The creator-facing sections are written to be forwarded without rewriting, and the rights terms arrive filled with canonical defaults rather than blanks. What it is not is a substitute for the client's creator agreement, release forms, or product-specific substantiation pack. It is the campaign operating document that sits alongside those.
In practice the team reads it, overrides the defaults the client has actually negotiated, and sends it. The brief marks every default as a default, so it is obvious which lines were chosen by the Flow and need a decision rather than quietly inherited.
How is this different from a creative brief for ads?
A creative brief for ads directs an internal or agency production team on paid placements: territories, concepts, and per-placement specs. A creator brief is an external document going to someone outside the company, so it carries the things an independent creator needs and the things the brand needs protected: usage rights, exclusivity, disclosure, claim limits, and approval stages.
The two sit next to each other in a campaign. Teams running both usually build the creative brief for the paid concepts and the creator brief for the talent, then keep the claim limits consistent across the pair.
Who reviews the brief before it goes to a creator?
The client's legal or brand-compliance owner reviews the claim limits and the rights terms, and the account or creator-programme lead reviews the deliverables, the shot list, and the budget. The brief names those stages, who signs each, and the turnaround, so the review is a step in the process rather than an afterthought.
Juma augments the team here, it does not replace it. The Flow does the research, assembles the claim list with sources, and fills the rights matrix with defaults. Strategy, taste, and judgment stay human, and human review happens on every output before anything reaches a creator.