Playbooks

The Method as tools you can apply

Short, because they refuse to let you leave a decision blank.

By Paul Joseph · Updated

Three working templates for commissioning corporate video, each one the artefact a framework in the Frame to Funnel Method produces. They are printed in full below — not summarised, not gated, nothing held back for an email. A template you cannot read is not a template, it is an advertisement for one.

If you would rather find out which of them you need first, the Dark-Funnel Video Audit scores your current video across Pipeline, Stack and Craft in two minutes and names the weakest link.

Framework

The 60-Second Brief

The five decisions a video brief must commit to paper before spend — funnel stage, viewer action, martech trigger, contact record, pipeline outcome.

What it is

The minimum a commissionable video brief must contain before any money is committed. A brief that names only a look and a runtime buys a vanity object. This one forces five decisions that make a film accountable before anyone picks up a camera.

The five decisions

  1. The funnel stage the asset serves — one stage, not a list.
  2. The single viewer action it asks for — one action, proportionate to that stage.
  3. The martech trigger that fires behind that action, confirmed by whoever administers the stack.
  4. The contact record the view is written to — the specific asset, on a named field.
  5. The pipeline outcome it is judged on, agreed with whoever owns that number.

How to use it

Answer all five aloud before writing anything else. If they cannot be said in sixty seconds, the asset is not ready to commission, whatever else the document contains. Where a decision genuinely cannot be made in time, write down that it was not made and what was assumed instead — a brief that is silent on it will be read as though the answer exists.

Framework

The Pipeline Video Framework

A stage-to-trigger map — every video type matched to the funnel stage it serves and the trigger it should fire, so a commission starts from a destination.

What it is

A map from video type to funnel stage to martech trigger. Most libraries are organised by format — brand film, customer story, explainer — which is a production category, not a destination. This organises them by the step they move a buyer through, so a commission starts from where the asset has to work rather than from what it will look like.

The map

StageWhat the viewer is doingAsset that fitsTrigger it should fire
Not in marketNothing. Not thinking about the category.Category film, founder point of view, a showSubscribe or follow — something they will still receive in two years
Problem awareNaming the problem, not yet shoppingExplainer, teardown, diagnosticAccount-level engagement flag
EvaluatingBuilding an internal case, comparingCustomer story, technical deep-diveAlert to the deal owner; asset written to the account
DecidingDefending the choice to othersImplementation walkthrough, reference call primerTask on the opportunity record

How to use it

Take your existing library and place each asset in a row. Two things surface almost immediately: rows with several assets competing for one step, and rows with none at all. The empty row is usually the one costing you contests you were never invited into. Fill that before commissioning another asset for a row that is already crowded.

The rule it enforces

An asset with no row does not get commissioned. If you cannot say which stage it serves and what fires when someone watches it, the gap is in the decision, not in the map.

Template

The Vendor Question Set

Five questions to put to a production company before a budget is signed, and what a good answer sounds like — a filter for fit rather than for taste.

What it is

Five questions, asked of every shortlisted vendor, scored on the shape of the answer rather than its content. A showreel filters for taste, which is the part a buyer is least likely to get wrong. These filter for whether a vendor will interrogate your brief, which is the part that decides whether the asset works.

The five questions

  1. “What would you change about this brief?” Good: names something specific and argues for it. Weak: “nothing, it’s very clear” — either not read carefully, or unwilling to spend credit before signing. Neither improves afterwards.
  2. “Who actually does the work?” Good: named individuals, staff or freelance stated plainly, and you will speak to them. Weak: “our team.”
  3. “What happens if the first cut misses?” Good: a described process — rounds included, what counts as a revision versus a re-scope, who arbitrates. Weak: reassurance that it will not happen.
  4. “What do we own when it’s finished?” Good: master, project files, music licence, unused footage, with terms and duration. Weak: vagueness, which is optionality retained by the vendor.
  5. “What have you made that underperformed, and why?” Good: names a project and separates their part from the client’s. Weak: no failures — either not enough work, or not being straight with you.

How to use it

Ask all five of every vendor, in the same order, and write the answers down before comparing quotes. Question five is the most diagnostic and the most often skipped: a vendor that can answer it is a vendor that measures outcomes at all.

Framework, artefact, playbook

A framework is the thinking. An artefact is the thing it produces. A playbook is the instruction for getting from one to the other. The Method sets out four named frameworks; this page is where each becomes something you can put in front of a production vendor or a finance director without rewriting it first.

Nothing here is a template in the usual sense — a document with the thinking already removed. Each one forces a decision that most video briefs never make, which is why they are short. The value is in what they refuse to let you leave blank.

The Method's other two frameworks are not on this page because they are not documents. The CAC-to-Frame Ratio is a calculator you run, and the Dark-Funnel Video Audit is a scored diagnostic. Both are live tools rather than things to print.

Where to start

Build with the templates, diagnose with the Audit — but run the diagnosis first. It scores what you already have and names the single weakest link, so you apply one framework to the thing that is actually broken instead of rebuilding a system that mostly works.

If the weak link is Pipeline, the Pipeline Video Framework is the fix. If it is Craft, start with the 60-Second Brief — and how to write a video brief is the argument behind it in full. If it is Stack, the problem is plumbing rather than paperwork, and the field guide to the dark funnel explains where attribution usually breaks. Commissioning from scratch starts at the Buyer's Guide.

Turn the frame into pipeline

Find out which template you need first

The Dark-Funnel Video Audit scores your video across Pipeline, Stack and Craft in two minutes — and names the link to fix before you commission anything else.