YouTube Lead Generation

General Overview

(Feel free to watch on a faster speed)

Purposes of YouTube

• Generating Leads
• Want more outreach and traffic
• Provide helpful info to the public
• Generate more passive income for the company
• You have a specialty or specific interest you enjoy talking about
• You like making videos (entertainment)

Type of Videos

Video Series

• Daily, weekly, monthly
• Info updates (status of new stimulus part5)
• Series covering specific topic

Long videos/Webinars

• Informative videos, showing/explaining processes step by step
• If rich in information, maybe use as a lead generation on a landing page instead

Shorts

• Vertical formatted videos made for mobile devices
• Video length less than 60 seconds
• Higher chances for more traffic and subscribers

Summaries

• Summarizing content that has already been produced
  • Articles, news info, ebooks, etc.

Promotional Videos

• Summarizing content that has already been produced
  • Articles, news info, ebooks, etc.

Planning, Process, and Salesforce Info. 

Planning/Processes

• Collaborate with marketing on video topics and release times
• Make video in wistia
• Have marketing review
• Marketing makes thumbnail, post video, adds YouTube Description/SEO

Salesforce Info

Once/If a lead is generated through YouTube efforts, whether they are directed to fill out a form, email or call us, make sure all info is correct in Salesforce.

• Lead owner and advisory roles set to the proper advisor
• Lead source is "YouTube"
• Lead status is set accordingly to "open, soft, or DNC"
• Description notes are there for Rich to have for context when doing follow-ups
• Double-check to make sure all lead's general info is correct