The Client Success Video Checklist

The “Client Success Video” Step-By-Step Checklist

Congratulations again on making the commitment to work on your “Client Success Video” project, in collaboration with Geffner Productions!

We are so excited to get you into action, and to hold you accountable to Get Your Client Success Video DONE!

Below is an outline of all the steps we’ll be taking together, to move you along this process. And we will, of course, be here to guide you every step of the way, and to answer any questions you have as they come up.

Let’s get started!

The “Client Success Video” Step-By-Step Checklist

Congratulations again on making the commitment to work on your “Client Success Video” project, in collaboration with Geffner Productions!

We are so excited to get you into action, and to hold you accountable to Get Your Client Success Video DONE!

Let’s get started!

Getting Started

Review, sign, and submit your “Client Success Video” Production Agreement (you will be receiving a link through Adobe Sign via email) – this can be done entirely online.
Complete a welcome call with Luz Sellers, our Client Care Concierge, to make sure you understand the process, and to get any of your initial questions answered.
Complete your “Client Success Video Onboarding Questionnaire”, and email Luz Sellers at ClientCare@GeffnerProductions.com, to let her know you’re finished.
Schedule & complete your 1st Private Zoom Strategy Session with the Geffners, to discuss the direction of the video we’re going to work on together, and create a plan to get it done.
Submit the list of clients who will be giving testimonials on video using your customized Google Spreadsheet.
Confirm the list of clients who have agreed to give testimonials on video.
Send the instructions we provide to all of the clients who have agreed to give testimonials on video.

Getting Started

Review, sign, and submit your “Client Success Video” Production Agreement (you will be receiving a link through Adobe Sign via email) – this can be done entirely online.
Complete a welcome call with Luz Sellers, our Client Care Concierge, to make sure you understand the process, and to get any of your initial questions answered.
Complete your “Client Success Video Onboarding Questionnaire”, and email Luz Sellers at ClientCare@GeffnerProductions.com, to let her know you’re finished.
Schedule & complete your 1st Private Zoom Strategy Session with the Geffners, to discuss the direction of the video we’re going to work on together, and create a plan to get it done.
Submit the list of clients who will be giving testimonials on video using your customized Google Spreadsheet.
Confirm the list of clients who have agreed to give testimonials on video.
Send the instructions we provide to all of the clients who have agreed to give testimonials on video.

Completion

Send your logo, brand guidelines, login info (for uploading to your platforms), and any other requested assets to the Geffners.
Allow the Geffners time to edit and send back your video, for your review and approval.
Review your finished video, and provide feedback, revision notes, and/or approval.
The Geffners will finalize your “Client Success Video” with any requested revisions, and then upload the video to your chosen platform(s) and/or save the video file and upload it to Dropbox so you can access it.
Schedule a project completion call with the Geffners to discuss: what to do with your recently completed video specific to this project, and next steps for continuing to use video in your business.

Completion

Send your logo, brand guidelines, login info (for uploading to your platforms), and any other requested assets to the Geffners.
Allow the Geffners time to edit and send back your video, for your review and approval.
Review your finished video, and provide feedback, revision notes, and/or approval.
The Geffners will finalize your “Client Success Video” with any requested revisions, and then upload the video to your chosen platform(s) and/or save the video file and upload it to Dropbox so you can access it.
Schedule a project completion call with the Geffners to discuss: what to do with your recently completed video specific to this project, and next steps for continuing to use video in your business.