Copywriting Checklist
Workflow a copywriter and editor run from brief intake through legal sign-off and CMS handoff. Covers SEO targeting, brand voice review, fact-checking, and FTC disclosure on any sponsored or testimonial content.
Brief & Research
-
Read the content brief end-to-end
Confirm the brief includes target persona, search intent, target keyword, working title, key messages, internal links, and CTA. If any are missing, flag the editor before drafting — chasing these mid-draft is the most common cause of late delivery.
-
Confirm the SEO target with the SEO lead
Pull the keyword in Ahrefs or Semrush: search volume, difficulty, related queries, SERP composition. Confirm the target keyword isn't already won by another page on the site (cannibalization check in Search Console).
-
Identify the content type
Different content types have different downstream requirements — sponsored or testimonial copy needs FTC disclosure review, regulated-industry copy may need additional legal review.
Collects list -
Research sources and competitor coverage
Review the top 5 SERP results for the target keyword. Note what they cover, what they miss, and where this piece can go deeper. Capture authoritative sources (industry reports, primary research, regulator publications) to cite.
Drafting
-
Outline the structure with H2s and H3s
Map the outline against search intent — informational pieces need clear definitional H2s; comparison pieces need feature tables. Place the target keyword in the H1 and at least one H2.
-
Write the first draft against the brief
Hit target word count from the brief, place the target keyword in the first 100 words, and flag any unverified claims with [FACT-CHECK] inline so the editor can spot them.
Collects file -
Self-edit for clarity and brand voice
Read against the brand voice guide. Cut hedging, replace passive constructions, and verify every paragraph earns its place. A second pass with the page read aloud catches awkward phrasing the eye skips.
Editorial Review
-
Editor review for structure and tone
Editor checks against the brief: are key messages covered, is the structure intuitive, does the lede earn the click, does the CTA fit the funnel stage?
-
Fact-check every cited claim
Every statistic, dollar figure, and date gets a primary source linked in a tracked-changes comment. Quoted parties confirm wording in writing. Lanham Act exposure for unsubstantiated comparative claims is real — if the claim compares to a competitor, the substantiation file lives with the piece.
-
Copy edit against house style
Apply AP style or house style consistently — serial commas, em-dash spacing, capitalization of product names, hyphenation conventions. Run a final spell-check; LLM-drafted copy frequently has homophone errors that spell-check misses.
-
Confirm FTC disclosure on sponsored content
Sponsored, paid-partnership, and testimonial content requires clear FTC disclosure — "#ad" or "Paid partnership with [brand]" near the top, not buried in hashtags. Testimonials with material claims (results, outcomes, savings) need substantiation on file or a results-not-typical caveat.
Pre-Publish Quality
-
Verify on-page SEO elements
Target keyword appears in title tag, H1, meta description, URL slug, and first 100 words. Meta description sits under 155 characters. Two to three internal links to related cluster pages; one to two outbound links to authoritative sources.
-
Add alt text and licensed images
Confirm every image has license proof in the DAM (Bynder, Brandfolder, or shared drive). Alt text describes the image for screen readers — WCAG 2.1 AA compliance is the de-facto bar. Featured image is sized 1200x630 for social cards.
-
Set UTM parameters on every CTA link
Use the team's UTM convention document — source, medium, campaign drift across writers makes downstream GA4 reports uncomparable. Test each link resolves to the right landing page before publish.
Approval & Handoff
-
Submit for stakeholder approval
Route through the approval tool of record (not Slack DMs — timestamped approval lives with the asset). Brand reviewer, content owner, and SME each sign off; legal review added when content type flagged earlier requires it.
Collects list Collects paragraph Collects signature -
Address requested revisions
Resolve every reviewer comment in the doc with a tracked change or reply. Re-submit for approval if substantive edits — minor copy edits don't need re-routing, but messaging or claim changes do.
-
Stage the copy in the CMS
Paste into WordPress, HubSpot, Webflow, or Contentful. Preview on staging across desktop and mobile. Validate schema markup in Google's Rich Results test before requesting publish approval.
Use this template
Copy it to your account, customize the steps, and run it with your team in minutes.
Browse hundreds of free templates across every team and industry.
Back to template libraryRelated templates
More workflows your team can run.
Run Copywriting Checklist with your team
Customize the steps, assign roles, set a schedule, and keep a complete record for every run.