Free Copywriting Checklist Template
A copywriting checklist covers the steps from project brief through research, drafting, review, proof, and handover, with the work broken into cards you can assign.
Share template
The draft goes back and forth, a deadline gets promised, and then everyone realises the hard part isn’t the writing. The hard part is making sure the copy matches what’s being sold, gets reviewed without dragging on, and lands ready to publish. The copywriting checklist gives that whole run-up a single board, so the work moves in one direction and nothing important drops out between “kickoff” and sign-off.
The board runs through Project setup and brief, Research and structure, Drafting, Review and refine, Finalise and proof, and Handover and close, so a client can see where the work is sitting and what’s waiting on them. The layout uses a rose red and editorial blue accent under Raleway headings with Roboto body text, so each stage reads like a firm checkpoint instead of a loose set of notes.
- Project setup and brief Covers the early admin and alignment, including the booking payment, kickoff, access collection, and scope and approval flow confirmation.
- Drafting Holds the writing workload across key assets like core pages, product and service descriptions, a landing page, emails, and an ad copy pack.
- Review and refine Tracks the client review loop and the revision pass, so edits don’t turn into open-ended rounds.
- Handover and close Ends with delivery and sign-off, plus the final invoice step before the project gets archived.
Once the board is in your workspace, you add your own dates and assign the cards to whoever’s doing the work, leaving the checklist to hold the order and the handoffs. The 21 cards also make it clear where a decision is needed, like scope confirmation, draft review, and final sign-off, before anything gets published.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Project setup and brief | Starts the board with the kickoff steps that unlock the work, like collecting access and confirming scope and approvals.
|
Research and structure | Keeps the audit and page planning together so drafts follow page objectives instead of guesswork.
|
Drafting | Breaks the writing into discrete deliverables, so the work can be assigned and reviewed in pieces.
|
Review and refine | Holds the review handoff and the revision work after feedback, keeping tone and messaging aligned.
|
Finalise and proof | Covers the proof and formatting pass so the copy is ready to drop into the CMS and handover files.
|
Handover and close | Finishes with delivery, sign-off, and the remaining invoice step before the project gets archived.
|
What happens when you install it
- A project is created with its board, 6 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Copywriters, content teams, and marketing leads who need a shared checklist for website copy and approvals, from brief to handover.
More copywriting templates
See all 11 templates
Questions about this project template
What should a copywriting checklist include?
A copywriting checklist usually covers the brief, research, drafting, review, proofing, and handover steps. This board turns those stages into columns with cards for the specific work in each one.
How do you manage copy approvals without endless revision rounds?
A clear review stage helps, where drafts get sent for review, tone gets checked against the messaging guide, and revisions happen after feedback. The board keeps that loop as its own step instead of letting it blur into drafting.
What do you need from a client before writing website copy?
Most projects need brand materials and access, plus a confirmed scope and an agreed approval flow. The first column collects those setup steps before research or drafts start.
Does a copywriter provide page structure or write to an existing one?
Some projects start from an existing sitemap and page plan, and others need that structure created. The research stage here includes mapping the sitemap and page objectives and drafting page outlines and headings.
What deliverables are typical in a website copy project?
Website copy often includes a homepage and core pages, plus product or service descriptions. This checklist also includes a landing page draft, a welcome email sequence draft, and an ad copy pack as separate cards.
What happens at handover for a copywriting project?
Handover usually means delivering the final files and a messaging guide, then collecting sign-off and closing out the project. This board also includes sending the final invoice for the remaining 70% as part of the close.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
