Long-form Lead System

💡 Outline

0

🎙️ Waiting on Client

0

📝 Writing Script

0

🎥 Record & Thumbnail

0

✂️ Editing

0

✅ Ready to Upload

0

Archived Videos

Brand Deep Intake

The more we know about you and your business, the deadlier our scripts and strategies become. Please fill this out as extensively as possible.

1. The Business & Offer

What is your Core Offer? (Elevator Pitch)

The Offer in Deep Detail (What exactly do they get?)

Offer Price Point (High Ticket? MRR?)

Program / Trajectory Length

Current Monthly Revenue

Main Landing Page / Funnel URL

Who is your absolute Dream Client? (Target Audience)

What is your Unique Mechanism / USP? (What makes you different?)

The Ultimate Transformation (End Goal)

What is their biggest pain/problem right now?

What are their deepest Desires and Fears?

Do you have Client Case Studies or Success Stories? (For Bottom-of-Funnel Content)

Top 3 Sales Call Objections

2. Content Strategy & Goals

What is the main goal of the channel?

What format of Short Form content are you currently making on Instagram/TikTok? (Optional)

YouTube Funnel Strategy (Where are we sending traffic?)

Cross-Platform Repurposing (Upsell)

Paste 3 examples of your current Short Form videos (Optional)

What is currently working well for you in Short Form? (Optional)

What is your current Short Form Funnel Approach? (Top / Middle / Bottom of funnel) (Optional)

Do you have any example or inspiration YOUTUBE channels? (Vibe, Editing, or Niche)

3. Vibe of the Channel

What is your desired Tone of Voice?

Do you hold any controversial or outspoken opinions in your market?

What is your 'Origin Story' or Competitive Edge?

4. Assets & Links

Link to Google Drive / Branding folder (Logos, colors)

Link to Work / Professional Footage (B-roll)

Link to Private / Lifestyle Footage (B-roll)

Main Website URL

Instagram URL

LinkedIn URL

X / Twitter URL

TikTok URL

Agency Overview (Admin)

Client Workspaces

Agency SOPs & Resources

Company Docs

Freelancers & Team

Invite New Client

Invite New Freelancer

My Assigned Projects

Brand Intake