YouTube Lead Generation
General Overview
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)
Types 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
Planning/Processes
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
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
All websites created by rF marketing team
