Planning Guide

5 step planning checklist to kick start your Video marketing journey


Step 1: Choose Your Target Audience

Before you can create an effective video, you need to know who you’re creating it for.

So make sure to clearly define your target audience.

That way, you can tailor the video’s format, messaging, and content to meet the needs, pain points and preferences of your viewers.

Step 2: Identify What You’re Trying to Achieve

What is the point of your video?

Are you trying to increase brand awareness? Increase sales? What kind of conversions do you want? Mailing list sign-ups?

Whatever it is, be clear on what you’re trying to achieve.

Every single decision you make about your video needs to be clear and concise on the results you want.

Step 3: Plan Your Video Marketing Budget

Before you start getting creative with your video, it’s worth looking at the budget and resources you have available.

Can you afford a professional videographer or editor? Do you have money set aside for equipment or studio hire, travel costs, or video advertising costs? Or are you planning to shoot the video on your smartphone?

Get clear on your physical limitations and opportunities.

Step 4: Choose a Type of Video and Come Up with a Video Marketing Idea

Now that you’ve identified your target audience and your video marketing goal, it’s time to get creative.

Choose a video format that best suits your goal.

For example, if you’re looking to drive sales for a 24-hour flash sale, consider using Facebook Stories or Instagram Stories to add an additional layer of urgency to your campaign.

In some cases, it’s best to storyboard or script your video to ensure it turns out the way you hoped. For live videos, Stories, or personal video blogs, write down a few bullet points to make sure you cover the key areas.

Step 5: Decide Where You Will Publish Your Video

If you’re making a standard video, you need to decide where to publish it online so you can make sure to tailor your video to the publishing platform.

For example, Instagram profile videos can’t be longer than 60 seconds.

The main choices to consider are:

Your website

Facebook

YouTube

Instagram

Tiktok

The platform you choose will largely depend on your target audience and your video marketing goals.

It’s best to start with one channel in mind and then you can always repurpose your video for other channels in the future.