The Complete Video Marketing Checklist Ever!

Are you wondering if you are missing something in your video marketing strategy? 

You’re not alone. I’ve been to that phase before.

You may have created marketing videos constantly, shared them on all of your social media regularly, and even added them to your homepage.

But, still, you don’t get all those significant benefits your fellow marketers have been talking about.

“Is video marketing only a passing marketing fad, then? Or all those impacts are just a myth?!” you begin to contemplate.

Well, what if you actually missed something in the process?

After all, a winning video marketing strategy is so much more than creating videos and making them available on the internet.

That’s why I created the complete video marketing checklist for you.

The checklist includes all the important tasks you need to complete to ensure that you are taking full advantage of video marketing, so you can find some missing pieces of your video marketing puzzle.

If you want to unlock the full potential of your video marketing strategy, you’ll love this list.

What is the State of Video Marketing?

Let’s kick things off by taking a look at the most important video marketing statistics.

I’ve collected staggering numbers (from surveys and research) that show how powerful video marketing is:

• By 2023, online videos will make up more than 82% of all consumer internet traffic.
• Globally, 25% of internet users watch online videos every single day.
• At least 86% of businesses use video as a marketing tool.
• Nearly 61% of companies say that video content is a major part of their marketing plan.
• The most common types of marketing videos created are explainers (73%), social media videos (67%), presentations (51%), sales videos (41%), and video ads (41%).
• YouTube remains the most widely used video platform among video marketers.
• 68% of people will watch a full video if it’s a minute long or less.
• More than 1/3 of all online activity is spent watching videos.

What is the Video Marketing Checklist?

Here comes the checklist!

I’ve created this handy checklist to help you understand what you should bring to the table.

From content planning to video monitoring, each list item has a breakdown (in the next section) to help you accomplish the task.

What is the Key to a Winning Video Marketing Strategy?

Now that you’ve got the list, it’s time to break down each point so you have a solid grasp of what you should do to accomplish them.

1. How Do I Plan My Video Content?

A successful video marketing campaign always starts with well-thought-out preparation.

At Breadnbeyond, we always note our clients’ goals and expectations before starting the missions.

At least, there are seven steps in the planning stage to make sure a smoother workflow of your video marketing project. Let’s dive deeper!

Pen down goals and expectations

Clear objectives will guide your video-making process. If you know what you are creating all those marketing videos for, you can come up with a relevant strategy that will support it in achieving those goals.

Make sure all those goals are reachable and measurable.

Analyze competitors tactics

Your competitors can be your best teachers. By keeping an eye on them, you are effectively increasing your video marketing capabilities.

Find out how they use their videos, how their audiences interact with them, what they’re lacking, and how you can do better.

Understand your audiences

Who do you create those marketing videos for? Once you know your audiences (their demographics, interests, preferences, pain points, and even values), it will be much easier for you to craft relevant content that appeals to them.

Find the best topics with topic research

The topic you use in your marketing videos is probably the reason why your audiences want to engage with it.

It’s crucial to conduct research to find out what specific topics will resonate best with your audiences. 

Find your best-performing video topic with a content audit

You can find your high-performing video topic using a content audit.

See which content types on your website, blog, or social media have high engagement from your audiences. And make a fresh, new marketing video with the same format.

Support the most important news or trends

To come up with relevant video content, you need to constantly stay up to date with the latest trends in the digital field.

Ask yourself, “What has everyone been talking about lately?” In this case, you can use social media monitoring tools.

Match video topics with each stage of the customer journey

Each video has its own way of helping you achieve a specific goal. Some of them are best at attracting audiences’ attention, while others do a good job of generating trust.

That’s why I always recommend creating a video for each stage of the customer journey.

2. What Should I Do in the Video Production Process?

With some outstanding and creative magic in the production process, your marketing videos will not only entertain, but they will also inform and enlighten.

Make each video short and sweet

When it comes to marketing videos, less is always more. The rule of thumb is to keep most videos under two minutes. However, you also need to consider the platform or channel you’re using.

Both visual and audio quality are balanced

Remember that videos are a combination of both visual and audio elements. That means you need to make sure that those two elements are well-balanced.

All those stunning visuals should be complemented by crystal-clear background music, sound effects, or voice-over.

Start strong with a question or highlight a problem

The adage “save the last for the best” doesn’t apply to video marketing. You have to start your videos with catchy, attention-grabbing lines to perk your audience’s ears.

You can start by asking questions, highlighting pain points, or thought-provoking facts.

No hard-selling content involved

No one wants to be a target customer. It means that if you create a video just to brag about your awesome features, it won’t get you anywhere.

Avoid the hard sell by continuing to be informative and educational.

Provide values and offer solutions

Your audiences don’t care about what you sell through your videos. They only care about how it will benefit them.

Focus on the solution you offer, and how your products or services will make your audience’s lives better and easier.

Add graphics and animation to illustrate complex topics

When you have complex topics to get across, consider adding graphics and animation. Not only will they convey your messages better, but they will also help your audiences enjoy the explanation.

3. How Do I Optimize My Video?

If your content isn’t showing up in Google and video platform searches, all the effort spent on video content planning and production can be a huge waste of money and time.

Relying on virality alone as a tactic to get into the spotlight is not really a sustainable solution.

Optimize your video title

When you upload videos on a video-sharing platform like YouTube or Vimeo, make sure you use keyword-based titles so that they can rank on the platform or even search engines.

You can use tools like vidIQ, TubeBuddy, etc., which allow you to identify ideal keywords for your video title

Add a description

YouTube and other video-sharing platforms use your description to understand the content (and context) of your marketing video content.

Put another way: a well-optimized description can boost your video’s rankings in search results.

Include relevant tags

#Hashtags can lead people to your video from other videos that use the same hashtag. Also, relevant hashtags help video-sharing platforms better understand your video content, so they will show your video to relevant audiences.

Upload a subtitle and transcript

Launching a video that has either captions or subtitles enables video-sharing platforms to understand what you said, therefore the higher your video rank on the platform.

Besides, you can also expand your reach; your audience who have hearing difficulties, mobile users who play the video with the sound off, and non-native speakers can still enjoy your video and receive your message.

Create an eye-catching thumbnail

Along with the title, your thumbnail is the first thing that your audiences see when they find your video. This is why you need to make sure that you create them as eye-catching as possible.

You can use easy-to-use graphic design tools like Canva, PicMaker, Crello, etc.

Tailor your content for mobile users

Videos are 1.5 times more likely to be watched on mobile devices. The smaller the screen, the more the viewer will have to squint to see the information.

Make sure your text or other visual elements you use on the video fit into those mobile devices’ screens.

Add a clear call-to-action (CTA)

Creating a marketing video without a clear CTA is like fishing without a hook. Your audiences have no clue what they are supposed to do next after watching the video.

Don’t forget to communicate the purpose of your video so they can do your desired actions, such as visiting your website, following your social media profiles, downloading ebooks, etc.

4. Where Can I Distribute My Video?

Creating a marketing video is one thing. Making sure that it gets the limelight it deserves is another.

This has been one of the most frequently asked questions by our clients.

I personally recommend choosing the ideal platforms for your targeted audience.

Video distributions have to be done on different platforms to ensure that the message you intend to pass reaches the largest number of people in the target audiencem including video channels and email newsletters.

Let’s break down how you can distribute your video through online channels.

Utilize social media platforms as video channels

With billions of active users worldwide, social media can be a potential platform to distribute your videos.

That said, it’s important to understand on which social platform your target audiences spend most of their time online.

It helps you to create a more efficient video marketing strategy.

Consider collaborating with micro-influencers

If you have an extra budget for the campaign, consider working with influencers to give your marketing videos the exposure they deserve.

It doesn’t have to be mega or macro-influencer. Even micro-influencers have massive, more relevant followers to help you gain more awareness.

Invest in online video platforms designed for business

Utilizing online marketing video platforms such as Wistia, Vidyard, Brightcove, etc., helps you reach potential audiences who are interested in your content.

They provide you with features that are designed to fulfill your needs when it comes to video marketing, from audience targeting to reports and analytics.

Include a video in your monthly newsletter

Email newsletters can also be a great way to distribute your marketing videos while nurturing your leads at the same time. Emails with videos are proven to increase open rates and decrease unsubscribe rates.

Add videos on your website

Not only do optimized videos increase your website rank on search engine result pages, but they also help audiences understand more about what you do and how you can be a good solution for them in a matter of minutes.

Place your videos on your homepage, landing pages, About Us page, etc.

5. How Do I Monitor The Video?

In practice, video marketing is data-driven, so you’ll have to monitor the videos and understand how well they’re performing. This way, you can determine the success of your campaign.

Define the right metrics to measure the ROI

It’s essential to choose the right metrics that matter most for your video campaigns. It helps you to identify which videos work and whether they help to achieve your goals.

For instance, if your goal is to strengthen brand awareness, you need to pay closer attention to views and shares, and measure the ROI.

Invest in a stand-alone analytics software or use a built-in analytics feature

Understanding your video analytics gives you the power to improve.

You can use a video analytics tool that’ll enable you to transform your communication and drive more revenue through video marketing, such as Vidyard, Videoly, Cincopa, Vidalytics, etc.

Track the performance every month

By tracking your video marketing regularly, you have insights into how your videos are actually performing.

You’ll know if there’s room for improvement immediately, so you can adjust your video marketing campaign to fit your audience’s viewing needs better.

Recycle high-performing video content into evergreen classics

Coming up with new, fresh marketing content every month or even every week is hard work. You can recycle your best-performing videos into blog posts, e-books, or infographics.

How to Use the Video Marketing Checklist?

There’s no such thing as a one-size-fits-all checklist in video marketing, or even digital marketing in general.

So, the best way to use this list is to go through the items one by one and find out which ones you need to add to your video marketing strategy.

In a nutshell, the video marketing checklists consist of four stages:

1. Planning stage
2. Production stage
3. Optimization stage
4. Distribution stage
5. Monitoring stage

Each stage has different challenges and specific strategies to tackle them.

You can download the infographic I’ve shared in the previous section, or share it on your blogs using the code.

Only apply the best practices to your strategy that align with your business goals.

Remember that online businesses have different goals, and not all items may apply to your case.

FAQs on Video Marketing Checklist

1. What is a video marketing checklist?
A video marketing checklist is a step-by-step guide that helps ensure every important stage of video production and distribution is covered, from planning and scripting to publishing and performance tracking.

2. Why do I need a checklist for video marketing?
A video marketing checklist keeps your workflow organized, avoids missed steps, maintains quality consistency, and ensures your video aligns with your marketing goals and audience needs.

3. What should be included in the planning stage?
The planning stage should cover defining goals, identifying your target audience, choosing the right video format, setting a budget, and outlining key messaging. You can also tweak these elements based on your campaign objectives.

4. Do I really need a script for marketing videos?
Absolutely! Even short videos benefit from a script or outline. A script keeps your messaging clear, concise, and aligned with your campaign objectives. If you’re writing a script for an explainer video, check out my other article: Explainer Video Script Cheatsheet [Infographic]

5. How important is branding in video marketing?
Very important. Your checklist should include brand colors, fonts, tone, and logo placement to ensure consistency so viewers instantly recognize your content and retain key messages more effectively.

6. What should I review during editing?
Review pacing, sound levels, transitions, captions, graphics, call-to-action placement, and overall message clarity. I always trust my experienced video editor with these steps. If you’re working solo, make sure you have the time and capacity to properly handle these steps.

7. What publishing steps should be included?
Your checklist should include writing titles, descriptions, tags, thumbnails, selecting the right platform, and scheduling the post. Don’t forget to add relevant keywords to improve search rankings and increase discoverability.

8. How do I measure video performance?
Start by understanding video metrics. Track watch time, completion rate, engagement, click-through rate, and conversions to evaluate effectiveness. Focus on metrics aligned with your goals, for example, conversion rate for product sales or lead generation.

Breadnbeyond can help you with video content planning and production. Our professionally-made explainer videos help you perfect your video marketing strategy. Check our packages and get a FREE consultation by clicking on the banner below!