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YouTube Lead Generation

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[text_block style="style_1.png" align="left"]<h1 style="text-align: center;"><span style="color: #000000;">YouTube Lead Generation</span></h1>[/text_block]

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[images style="0" image="https%3A%2F%2Fteam.rebelfinancial.com%2Fwp-content%2Fuploads%2F2022%2F02%2Fyoutube_home_page_data_api.png" width="3333" link_url="https%3A%2F%2Fwww.youtube.com%2Fchannel%2FUCpvfZzKvjyuYi7yySHAcwqw" new_window="Y" align="center" top_margin="0" full_width="Y"]

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General Overview

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[text_block style="style_1.png" align="left"]<h3><span style="color: #ff0000;">General Overview</span></h3>[/text_block]

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[text_block style=”style_1.png” align=”left”](Feel free to watch on a faster speed)[/text_block]

[text_block style="style_1.png" align="left"](Feel free to watch on a faster speed)[/text_block]

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[video_player type="embed" style="1" dimensions="560×315" width="560" height="315" align="left" margin_top="0" margin_bottom="20" ipad_color="black"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjFmZWFjNTBiLWFmMDYtNDkyZS05MDg0LTgxNTEwMGY4NDE0MCI+IDxpZnJhbWUgY2xhc3M9ImJiVmlkZW9JZnJhbWUiIHdpZHRoPSI2MDAiIGhlaWdodD0iMzM4IiBzcmM9Imh0dHBzOi8vYmJlbWFpbGRlbGl2ZXJ5LmNvbS9iYmV4dC8/cD12aWRFbWJlZCZpZD0xZmVhYzUwYi1hZjA2LTQ5MmUtOTA4NC04MTUxMDBmODQxNDAmYXI9MCIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_player]

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Purposes of YouTube

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[text_block style="style_1.png" align="left"]<h4>Purposes of YouTube</h4>[/text_block]

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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)

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Generating Leads</li><br />
	<li>Want more outreach and traffic</li><br />
	<li>Provide helpful info to the public</li><br />
	<li>Generate more passive income for the company</li><br />
	<li>You have a specialty or specific interest you enjoy talking about</li><br />
	<li>You like making videos (entertainment)</li><br />
</ul>[/text_block]

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Type of Videos

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[text_block style="style_1.png" align="left"]<h3><span style="color: #ff0000;">Type of Videos</span></h3>[/text_block]

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[video_player type="embed" style="1" dimensions="560×315" width="560" height="315" align="left" margin_top="0" margin_bottom="20" ipad_color="black"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjRiNDg5NDYxLTUyNzItNDlhZS1hY2FjLWM1YWJmMDZiYWZkNCI+IDxpZnJhbWUgY2xhc3M9ImJiVmlkZW9JZnJhbWUiIHdpZHRoPSI2MDAiIGhlaWdodD0iMzM4IiBzcmM9Imh0dHBzOi8vYmJlbWFpbGRlbGl2ZXJ5LmNvbS9iYmV4dC8/cD12aWRFbWJlZCZpZD00YjQ4OTQ2MS01MjcyLTQ5YWUtYWNhYy1jNWFiZjA2YmFmZDQmYXI9MCIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_player]

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Video Series

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[text_block style="style_1.png" align="left"]<h4>Video Series</h4>[/text_block]

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

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Daily, weekly, monthly</li><br />
	<li>Info updates (status of new stimulus part5)</li><br />
	<li>Series covering specific topic</li><br />
</ul>[/text_block]

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Long videos/Webinars

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[text_block style="style_1.png" align="left"]<h4>Long videos/Webinars</h4>[/text_block]

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

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Informative videos, showing/explaining processes step by step</li><br />
	<li>If rich in information, maybe use as a lead generation on a landing page instead</li><br />
</ul>[/text_block]

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Shorts

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[text_block style="style_1.png" align="left"]<h4>Shorts</h4>[/text_block]

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

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Vertical formatted videos made for mobile devices</li><br />
	<li>Video length less than 60 seconds</li><br />
	<li>Higher chances for more traffic and subscribers</li><br />
</ul>[/text_block]

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Summaries

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[text_block style="style_1.png" align="left"]<h4>Summaries</h4>[/text_block]

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

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Summarizing content that has already been produced<br />
<ul><br />
	<li>Articles, news info, ebooks, etc.</li><br />
</ul><br />
</li><br />
</ul>[/text_block]

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Promotional Videos

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[text_block style="style_1.png" align="left"]<h4>Promotional Videos</h4>[/text_block]

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

[/text_block]

[text_block style="style_1.png" align="left"]<ul><br />
	<li>Summarizing content that has already been produced<br />
<ul><br />
	<li>Articles, news info, ebooks, etc.</li><br />
</ul><br />
</li><br />
</ul>[/text_block]

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Planning, Process, and Salesforce Info.

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[text_block style="style_1.png" align="left"]<h3><span style="color: #ff0000;">Planning, Process, and Salesforce Info. </span></h3>[/text_block]

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[video_player type="embed" style="1" dimensions="560×315" width="560" height="315" align="left" margin_top="0" margin_bottom="20" ipad_color="black"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjNlNWZhZGUxLTgwYmYtNGIzZC04YmU5LTRiMTI1YzMzZGVjNyI+IDxpZnJhbWUgY2xhc3M9ImJiVmlkZW9JZnJhbWUiIHdpZHRoPSI2MDAiIGhlaWdodD0iMzM4IiBzcmM9Imh0dHBzOi8vYmJlbWFpbGRlbGl2ZXJ5LmNvbS9iYmV4dC8/cD12aWRFbWJlZCZpZD0zZTVmYWRlMS04MGJmLTRiM2QtOGJlOS00YjEyNWMzM2RlYzcmYXI9MCIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_player]

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Planning/Processes

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[text_block style="style_1.png" align="left"]<h4>Planning/Processes</h4>[/text_block]

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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

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[text_block style="style_1.png" align="left"]<ul><br />
	<li>Collaborate with marketing on video topics and release times</li><br />
	<li>Make video in wistia</li><br />
	<li>Have marketing review</li><br />
	<li>Marketing makes thumbnail, post video, adds YouTube Description/SEO</li><br />
</ul>[/text_block]

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Salesforce Info

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[text_block style="style_1.png" align="left"]<h4>Salesforce Info</h4>[/text_block]

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[text_block style=”style_1.png” align=”left”]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

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[text_block style="style_1.png" align="left"]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.<br />
<ul><br />
	<li>Lead owner and advisory roles set to the proper advisor</li><br />
	<li>Lead source is "YouTube"</li><br />
	<li>Lead status is set accordingly to "open, soft, or DNC"</li><br />
	<li>Description notes are there for Rich to have for context when doing follow-ups</li><br />
	<li>Double-check to make sure all lead's general info is correct</li><br />
</ul>[/text_block]

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