At‑a‑glance video marketing checklist
- Goal and audience: single objective, buyer stage, one CTA
- Message: hook in 3 seconds, proof, clear next step
- Script + storyboard: shot list, B‑roll plan, brand tone
- Logistics: schedule, talent, releases, permits, backup plan
- Equipment: camera/phone, mic, lights, tripod, spare batteries/cards
- Production: room tone, white balance, framing, safety, backups
- Post: edit, sound mix, colour, captions, graphics, brand open/close
- Channel versions: 16:9, 1:1, 9:16 with safe zones
- Metadata: title, description, tags, chapters, thumbnail
- Distribution: website embed, social cut‑downs, email, ads
- Tracking: UTM links, GA4 events, platform analytics
- Review: watch time, completion rate, CTR, conversions, next actions
Pre‑production checklist
- Define objective: awareness, consideration, conversion or retention
- Audience and angle: problem, outcome, objections to address
- Script essentials: strong hook, benefit‑led body, proof, CTA
- Storyboard and shot list: A‑roll outline and required B‑roll
- Brand consistency: tone, colours, lower‑thirds, logo usage
- Talent and roles: presenter, interviewer, customer, crew
- Location: noise, power, light, permissions and wet‑weather backup
- Legal and compliance in AU:
- Signed talent/location releases and privacy consent
- Music licensing (sync/master rights) via rights holders/APRA AMCOS
- CASA rules for drones if applicable
- Sector rules (AANA standards; health/financial claims require care)
- Accessibility plan: captions, readable on silent autoplay, clear visuals
- Equipment checklist: camera/phone, lapel/shotgun mic, lights, tripod, reflector, teleprompter, spare media/power
- Timeline and budget: shoot date, edit windows, versions, approvals
Production checklist
- Setup: frame subject (rule of thirds), check headroom and background
- Audio: quiet room, mic placement, record room tone, monitor levels
- Lighting: key/fill/backlight, avoid harsh mixed lighting, match colour temp
- Camera: manual exposure, locked white balance, focus peaking, 25fps for AU
- Coverage: multiple takes, cutaways, different angles, movement for energy
- Continuity: wardrobe and props consistent; slate good takes
- B‑roll: product close‑ups, process, environment, customer interactions
- Safety and permissions: cables taped, hazard checks, permits on hand
- Backup on the day: duplicate cards, copy to two drives before leaving
Post‑production checklist
- Rough cut: keep storyline tight; remove filler and repetition
- Sound: clean noise, balance levels, add music with licensed tracks
- Colour: correct and grade for consistency and brand look
- Graphics: add lower‑thirds, callouts, logos and end cards
- Captions: accurate SRT or burned‑in; check contrast and readability
- Versions: export 16:9, 1:1, 4:5, 9:16 with safe‑zone checks
- Thumbnails: clear subject, bold text, high contrast; 1280×720 min for YouTube
- Quality control: watch full exports with sound off and on
- Approval loop: time‑coded review and final sign‑off
Channel and format checklist
Titles with keywords, 16:9, chapters, end screens, cards, custom thumbnail, longer education 2–8 min.
Video strategy tips YouTube Ads (Google Ads)Hook in 0–3 sec, 6–30 sec variants, clear offer, strong visual branding, multiple CTAs, audience testing.
Run YouTube Ads Meta (Facebook/Instagram)9:16 Reels, 1:1 feed, 6–15 sec cut‑downs, captions essential, safe‑zone text, on‑screen CTA.
Paid social tips LinkedInNative upload, 1:1 or 4:5, 15–90 sec for thought leadership, subtitles, clear headline overlay.
Social posting help TikTok9:16, punchy hook, jump cuts, captions, 9–30 sec, trend‑aware sound (ensure licensing for business accounts).
Social video ideas Website and landing pagesCompress for speed, lazy‑load, poster image, transcript for SEO, clear CTA near player.
Conversion tipsDistribution and repurposing checklist
- Website: embed on relevant pages, add schema where appropriate
- Email: teaser GIF or still + link with UTM tracking
- Social: schedule native uploads; 3–5 copy variants per platform
- Ads: create short cut‑downs for cold, longer for remarketing
- Repurpose: blog post from transcript, pull quotes, carousels, shorts
- Sequencing: awareness → proof/testimonial → offer/demo
- Cadence: publish rhythm and content calendar with owners and dates
Measurement and ROI checklist
- Define KPIs by funnel stage:
- Awareness: impressions, 3‑sec views, average watch time, completion rate
- Consideration: clicks, session quality, repeat views, assisted conversions
- Conversion: form fills, calls, sales, booked meetings
- Tracking: UTM parameters, GA4 events, call tracking where relevant
- Dashboards: platform analytics + GA4 reports aligned to KPIs
- Testing plan: A/B test hooks, thumbnails, first line of copy, length
- Review rhythm: weekly skim, monthly analysis, quarterly creative refresh
Common video marketing mistakes (and quick fixes)
- Weak first 3 seconds → open with the outcome, problem or bold claim you can prove
- No single message → focus on one idea and one CTA per video
- Relying on audio → add captions and meaningful on‑screen text
- Wrong aspect ratio → export native sizes for each platform
- No tracking → add UTMs and GA4 events before publishing
- Unlicensed music → use properly licensed tracks only
- Heavy files on site → compress and lazy‑load to protect Core Web Vitals
Related Video Marketing pages
Where video fits in your growth system.
Read this page Video Marketing StrategySet direction, audiences and offers.
Read this page Video Marketing CostsWhat changes price and timelines.
Read this page Video Marketing ExamplesFormats that tend to work well.
Read this page Video Marketing ROIHow to connect video to revenue.
Read this page Video for Small BusinessLean setups for practical results.
Read this pageHelpful companion pages
Turn videos into articles, emails and socials.
Read this page Google AdsRun YouTube Ads and remarketing.
Read this page Paid SocialMeta, LinkedIn and TikTok distribution.
Read this page BrandingMessage, visuals and positioning.
Read this page Commercial PhotographyStronger visuals to support your edits.
Read this page Analytics and TrackingProve performance with data.
Read this page