The “One Video” Step-By-Step Checklist

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

We are so excited to get you into action, and to hold you accountable to Get Your One 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.

IMPORTANT NOTE: We’ve included an approximate timeline in the checklist below for when each part of the process should be completed, in order to keep you on track. We are certainly able to move faster if you’d like a more accelerated timeline, so please talk to us about that during our first strategy call. However, if you are wondering where you should be each month along the way, this should give you a very good indication.

Let’s get started!

The “One Video” Step-By-Step Checklist

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

We are so excited to get you into action, and to hold you accountable to Get Your One 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.

IMPORTANT NOTE: We’ve included an approximate timeline in the checklist below for when each part of the process should be completed, in order to keep you on track. We are certainly able to move faster if you’d like a more accelerated timeline, so please talk to us about that during our first strategy call. However, if you are wondering where you should be each month along the way, this should give you a very good indication.

Let’s get started!

Month 1 & 2 (Getting Started)

  • Review, sign, and submit your “One 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 “One Video Onboarding Questionnaire”, and email Luz Sellers at ClientCare@GeffnerProductions.com, to let her know you’re finished.

  • Watch the “One Video” Workshop #1 Training, to help you determine some options for which video we should work on together. We recently recorded this training call LIVE, and you can watch the replay here.

  • Schedule & complete your 1st Private Zoom Strategy Session with the Geffners, to discuss what video we’re going to work on together, and create a plan to get it done.

Month 1 & 2 (Getting Started)

  • Review, sign, and submit your “One 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 “One Video Onboarding Questionnaire”, and email Luz Sellers at ClientCare@GeffnerProductions.com, to let her know you’re finished.

  • Watch the “One Video” Workshop #1 Training, to help you determine some options for which video we should work on together. We recently recorded this training call LIVE, and you can watch the replay here.

  • Schedule & complete your 1st Private Zoom Strategy Session with the Geffners, to discuss what video we’re going to work on together, and create a plan to get it done.

Month 3 & 4 (Moving Forward)

  • Depending on what type & style of video we decide on together, fill out the appropriate video script questionnaire OR write the first version of your script using the appropriate script template (TBD). Then email Jaime Geffner at jaime@geffnerproductions.com for her review and/or feedback.

  • We will finalize your video script together.

  • Schedule & complete a virtual tech session with the Geffners to discuss your background, equipment setup, and any other logistics related to your upcoming virtual filming session.

  • Prep for your day of filming, including figuring out what to wear, and how to prepare yourself for the filming process. We recently recorded The One Video Workshop, Part 2 training call LIVE, and you can watch the replay here.

  • Prep your video equipment for your day of filming, including figuring out what equipment you need, how to set it up properly, and how to use it. We recently recorded The One Video Workshop, Part 3 training call LIVE, and you can watch the replay here.

  • Schedule & complete a final 15-minute tech check session with our team to make sure you are all set up ahead of time, and know exactly how to log on to our virtual filming session.

  • Schedule & complete your virtual filming session to get your “One Video” recorded.

Month 3 & 4 (Moving Forward)

  • Depending on what type & style of video we decide on together, fill out the appropriate video script questionnaire OR write the first version of your script using the appropriate script template (TBD). Then email Jaime Geffner at jaime@geffnerproductions.com for her review and/or feedback.

  • We will finalize your video script together.

  • Schedule & complete a virtual tech session with the Geffners to discuss your background, equipment setup, and any other logistics related to your upcoming virtual filming session.

  • Prep for your day of filming, including figuring out what to wear, and how to prepare yourself for the filming process. We recently recorded The One Video Workshop, Part 2 training call LIVE, and you can watch the replay here.

  • Prep your video equipment for your day of filming, including figuring out what equipment you need, how to set it up properly, and how to use it. We recently recorded The One Video Workshop, Part 3 training call LIVE, and you can watch the replay here.

  • Schedule & complete a final 15-minute tech check session with our team to make sure you are all set up ahead of time, and know exactly how to log on to our virtual filming session.

  • Schedule & complete your virtual filming session to get your “One Video” recorded.

Month 5 & 6 (Completion)

  • Send your logo, 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 “One 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.

Month 5 & 6 (Completion)

  • Send your logo, 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 “One 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.

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