Lean Marketing

Before (Prospect)

1. My Target Market

Primary Target Market Summary

SMB software companies and tech-enabled firms needing done-for-you video guides for onboarding, training, and customer education.
They want to cut support and training time, improve software clarity, and prefer a human-led process over generic AI content.

Audience Type

B2B
SaaS startups and SMB software vendors
Tech-enabled service firms with proprietary internal software
Agencies and operations-heavy SMBs using custom tools for staff workflows

Industries (if B2B)

Software as a Service
HR tech
Edtech
Fintech
Healthtech
Proptech
Logistics and operations software
Agencies with custom client portals or internal systems

Needs – Primary Buying Considerations

Clear video guides that simplify complex software steps
Faster employee and customer onboarding
Reduced repetitive live training and support load
Accurate walkthroughs based on real software use
Done-for-you production with minimal internal effort
Affordable one-time pricing for small teams
Human-led discovery sessions for tailored videos

Demographics

Age Range: 28-50
Gender: All genders
Geography: English-speaking markets, especially US, UK, Canada, Australia
Income Level: SMB buyers with modest discretionary budgets
Profession: Founders, product managers, customer success leads, operations managers
Business Size: 2-50 employees

Psychographics

Lifestyle: Time-poor builders and operators managing lean teams and fast-moving products
What they value: Clarity, speed, professionalism, customer experience, and practical ROI
Pain Points: Repeating demos, slow onboarding, confused users, high support volume, poor documentation
Buying Behavior: Researches online, compares samples, prefers low-risk fixed pricing and quick turnaround
Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
Primary Decision Maker: Founder, head of operations, product lead, or customer success lead
Secondary Decision Influencers: Team leads in support, onboarding, training, or implementation
Support Roles: Admin staff, developers, or subject matter experts providing software access and context

Secondary Target Market (only if applicable)

Internal training teams at mid-sized companies using custom software for staff processes.
They need repeatable training assets for onboarding and SOP delivery without pulling managers into constant training.

2. My Message to My Target Audience

Refined Elevator Pitch

Wasaz Media helps software-driven businesses turn complex workflows into clear video guides.
We create done-for-you training videos through real walkthrough sessions, so teams train faster.

Understanding Their Pain Points

Software is powerful, but hard for users, teams, or customers to follow.
New hires and customers rely on repeated explanations and scattered docs.
Training eats up time, slows onboarding, and creates avoidable support questions.

Transformation

Clear software guides that shorten onboarding and reduce repeat training.
Teams feel confident, supported, and less overwhelmed by complex tools.
Businesses save time, improve customer clarity, and scale support with ease.

Unique Selling Proposition (USP)

Done-for-you software video guides built around your actual process.
We run dedicated sessions before recording, so videos match real user workflows.
Unlike generic AI outputs, our videos are shaped by human insight and context.

Brand Values & One-Liners

Making complex software simple, one video at a time.
Train once. Share often.
Clear software guides for busy teams.
Less explaining. More doing.
Turn process confusion into user confidence.

Tone

Clear, helpful, and human. Customers should feel understood, relieved, and confident.

Hero Text Idea

Flag Text: For software-driven businesses
Main Headline: We create done-for-you video guides for your software and processes.
Sub Headline: Save hours on training and support. Give employees and customers clear steps they can follow.
CTA: Book your free 1:1 consultation

3. The Media I Will Use to Reach my Target Market

Website

Keep Framer; add clear B2B proof, samples, process, pricing starting points
Hero CTA: Book free consultation above the fold on desktop and mobile
Add sample library by use case: onboarding, support, SOP, customer education
Add 3 package options with ranges to reduce pricing friction for SMB buyers
Add short intake form: software type, users, deadline, video count, training goal
Add Calendly for consult booking and instant confirmation emails
Add case study format even before clients: problem, video type, expected time saved
Add FAQ on revisions, turnaround, file delivery, voiceover, captions, source access
Track events: booked call, form submit, sample video play, pricing click, outbound email click
Prioritize desktop first; B2B buyers research on desktop, but keep mobile fast and clean
Add LinkedIn pixel and GA4 now for future retargeting and baseline data

Social Media

Focus on LinkedIn first; primary buyers are founders, ops, product, and CS leads
Use YouTube for portfolio hosting, search visibility, and embedded site samples
Use X lightly for founder networking with SaaS and startup operators
Post on LinkedIn 3 times weekly: pain point, sample clip, founder insight
Publish 1 carousel weekly: onboarding mistakes, support load, training workflow tips
Share 2 short video clips weekly showing before after clarity improvements
Post founder led breakdowns of bad software training and how to fix it
Repurpose each client sample into teaser clips, screenshots, and quote graphics
Use CTA on most posts: Book a free walkthrough audit or consultation

Paid Advertising

Skip broad paid social early; budget is too small for cold B2B scale
Run Google Search on high intent terms with strict phrase and exact match
Target terms: software training videos, SaaS onboarding videos, product tutorial videos
Target terms: customer onboarding video service, SOP training video service
Send traffic to one focused landing page with 1 offer and 1 CTA
Use retargeting on LinkedIn or Meta only after 500 plus monthly site visits
Test branded competitor alternative ads carefully: Loom alternative for training assets
Goal: booked consultations, not traffic or video views
Cap spend tightly and pause keywords without consult intent

Content Recommendations

Create teardown: why your help center still creates support tickets
Create post: 7 workflows every SaaS should turn into video guides
Create sample: new hire onboarding video for internal software
Create sample: customer setup walkthrough for a SaaS dashboard
Create post: docs vs video guides vs live demos for SMB software teams
Create checklist: what to prepare before recording software training videos
Create ROI post: hours saved by replacing repeat demos with guided videos
Create post: why AI generated tutorials fail on real workflows
Create comparison: founder recorded Looms vs polished done for you guides

Podcasts

Pitch The Customer Success Pro Podcast for onboarding and support efficiency angles
Pitch Gain Grow Retain on reducing support tickets with better education assets
Pitch Helping Sells Radio on customer education and user enablement content
Pitch SaaS Fuel for SMB SaaS growth systems and customer onboarding workflows
Pitch The ProductLed Podcast on activation and education through guided video
Pitch Operations with Sean Lane for ops enablement and internal training systems
Prepare topics: reduce training time, scale onboarding, clarify complex workflows
Do not start your own podcast yet; use guest appearances first

Directories

Build a polished Clutch profile for B2B service discovery and trust building
Create a Upwork profile focused on software tutorial and onboarding video packages
Join Contra for startup friendly service discovery and creator style portfolios
List on Fiverr Pro only if positioning stays premium and niche to software guides
Create a Google Business Profile if serving a local market or country focus
List on DesignRush after portfolio samples and service descriptions are refined

Publications

Pitch guest posts to Customer Success Collective on onboarding content systems
Pitch CMSWire on customer education and reducing support through guided video
Pitch Training Industry on internal software training for lean teams
Pitch eLearning Industry on SOP videos for software adoption
Pitch ProductLed on activation friction caused by poor onboarding assets
Pitch SaaStr community content with founder angle on scaling support education

Partnerships & Outreach

Partner with SaaS onboarding consultants serving early stage software companies
Partner with HubSpot and RevOps freelancers building customer onboarding flows
Partner with no code agencies building client portals and internal tools
Partner with productized web app studios serving SMB SaaS founders
Partner with customer success consultants for handoff and enablement projects
Partner with fractional COOs in 2 to 50 employee software firms
Offer white label video guide production to onboarding agencies and CS consultants
Join ProductLed, Pavilion, and SuccessHACKER communities for relationships
Speak in startup incubators on training once and scaling with video guides

SEO and Content

Target bottom funnel pages for software training video service terms
Create pages by use case: customer onboarding, employee onboarding, SOP training
Create pages by audience: SaaS founders, CS teams, ops teams, product teams
Create pages by industry: HR tech, fintech, edtech, proptech, healthtech
Target keywords: software tutorial video service, onboarding video service
Target keywords: SaaS training videos, customer education videos, SOP video service
Publish 2 SEO posts monthly tied to real buyer pains and use cases
Add transcript text to all sample videos for search visibility and accessibility
Build internal links from blog posts to booking page and sample portfolio pages

Online Events

Run monthly 30 minute webinar: turn repeat demos into reusable training videos
Run live teardown sessions of confusing software onboarding flows
Co host webinars with CS consultants or onboarding specialists
Offer free audit webinars for one volunteer SaaS company each month
Capture registrants with simple form and follow up with consult invite

Online Networking

Join ProductLed Community and comment on onboarding and activation threads
Join Mind the Product community for product education and adoption discussions
Be active in Indie Hackers around onboarding and support process posts
Join RevGenius and contribute to customer onboarding and enablement chats
Monitor Reddit groups: SaaS, CustomerSuccess, startups, Entrepreneur
Answer software onboarding questions in relevant LinkedIn groups weekly

Cold Outreach

Target founders, heads of CS, ops leads, and product managers at 2 to 50 person SaaS firms
Build lists from Crunchbase, LinkedIn Sales Navigator, and Apollo free tiers
Prioritize firms with complex setup, support burden, or multi step onboarding
Send 30 tailored emails weekly with one pain point and one sample link
Use subject lines tied to support load or onboarding friction, not video production
Offer a free 10 minute training asset audit in first touch
Follow up 3 times over 12 days with a specific use case each time
Send LinkedIn connection request after email with short note, no pitch wall
Target agencies with client portals and custom dashboards for white label work

Offline and Local Media

Attend SaaStock Local, ProductTank, and startup meetups in your nearest city
Attend chamber and small business tech events if targeting local software firms
Offer free mini audits at coworking spaces with startup communities
Print one page leave behinds for incubators, dev shops, and agency partners
Prioritize events over print ads; trust and referrals matter more in this sale

During (Lead)

1. My Lead Capture System

Lead Magnet

Free 10-min Training Asset Audit for SaaS founders and CS leads
Finds onboarding gaps, repeat demos, and support-heavy workflows
CTA: Book audit via short form or Calendly
Software Training Video Checklist for ops and onboarding teams
Covers what to prep before recording clear walkthrough videos
Great fit for buyers comparing DIY vs done-for-you options
7 Workflows Every SaaS Should Turn Into Video Guides PDF
Shows high-ROI use cases: onboarding, setup, SOPs, support
Helps founders see fast wins and self-qualify for services
Onboarding Time Saved Calculator for SMB software teams
Estimates hours saved from replacing live demos with videos
Works well on landing pages and outbound follow-up
Sample Video Pack by use case: customer onboarding, SOP, support
Gated access in exchange for work email and role
Builds trust fast for first-time buyers with no case studies yet

Tripwire Offer

$49 Workflow Clarity Audit with 3 video guide recommendations
Deliver as Loom + PDF within 3 business days
Credible low-risk step for buyers not ready for full package
$99 One Video Script + Storyboard for one key workflow
Good fit for founders who want to test process quality first
Credit fee toward full project if booked in 14 days
Free consult remains core CTA for high-intent visitors

Welcome Sequence

Email 1: Deliver lead magnet and restate key outcome
Email 2: Show 3 common software training mistakes
Email 3: Share sample video and before-after clarity example
Email 4: Explain human-led process vs generic AI tutorials
Email 5: Invite to free 1:1 consultation or paid audit
Trigger consult follow-up within 1 hour of form submit
Send reminder 24 hours before booked call with intake questions
Post-call email with package options and next-step CTA

Segmentation

Tag by role: Founder, Product, CS, Ops, Training
Tag by use case: customer onboarding, employee onboarding, SOP
Tag by software type: SaaS product, internal tool, client portal
Tag by urgency: immediate, 30 days, researching
Tag by team size: 2-10, 11-25, 26-50
Tag by source: LinkedIn, website, webinar, cold email, partner
Score high intent if pricing page visit plus sample view plus form

Chatbot and Automation

Add simple site chat with 3 paths: Get samples, Book audit, Ask pricing
Use chatbot only on service and pricing pages
Ask 4 fields: software type, audience, video count, deadline
Auto-send sample pack based on selected use case
Auto-route hot leads to Calendly booking page
Trigger follow-up if form started but not submitted in 24 hours
Add exit-intent popup offering checklist or sample pack

CRM and Tech Improvements

Set up HubSpot Free CRM for forms, pipelines, and email tracking
Create pipeline stages: New lead, Qualified, Call booked, Proposal, Won
Connect Framer forms to HubSpot with hidden UTM fields
Add Calendly with routing form before booking
Install GA4 and track form submit, booking, sample play, pricing click
Add LinkedIn Insight Tag for future retargeting
Use one master intake form on all landing pages
Keep form short: name, work email, role, company, main goal
Add optional field: link to software or help center
Create thank-you page with sample pack and consult CTA
Use branded proposal template with 25% upfront payment terms

2. My Lead Nurturing System

Marketing CRM

Start with HubSpot Free CRM for forms, tags, email, and basic automation
Good fit for $0-$500 budget and first-time B2B lead tracking
Connect Framer forms to HubSpot with hidden UTM source fields
Use Calendly + HubSpot sync for booking and contact timeline updates
Add lead tags: role, use case, software type, urgency, source
Upgrade to HubSpot Starter when email automation limits are reached

Sales CRM

Use HubSpot deals pipeline instead of a separate sales CRM
Pipeline stages: New lead, Qualified, Call booked, Proposal sent, Deposit paid, Won
Add lost stages: No fit, No budget, No response, Delayed
Auto-create deal when consult is booked or audit is purchased
Handoff rule: marketing lead becomes sales opportunity after booking intent
Track 25% upfront deposit as key conversion milestone

Automated Follow-Ups

Post-opt-in sequence for checklist, sample pack, calculator, or audit lead magnet
Email 1 immediately: deliver asset + CTA to book free consultation
Email 2 after 2 days: 3 software training mistakes SMBs make
Email 3 after 4 days: sample video + use case by role segment
Email 4 after 7 days: human-led process vs AI tutorial limitations
Email 5 after 10 days: invite to consult or $49 workflow clarity audit
Form submit follow-up within 1 hour if consult not yet booked
Calendly reminders: instant, 24 hours before, 1 hour before call
No-show sequence: 1 hour after missed call, then 2 days later
Proposal follow-up: 2 days, 5 days, and 10 days after proposal send
Re-engagement sequence after 45 days of inactivity
Trigger reactivation with new sample pack or webinar invite
Exit-intent popup follow-up for started but unsubmitted forms in 24 hours

Newsletter

Send 2x monthly newsletter once list reaches 50+ relevant contacts
Focus on founders, CS leads, ops leads, and product managers
Content pillar: onboarding friction and repeat demo reduction
Content pillar: support ticket reduction through better video guides
Content pillar: internal training SOPs for lean teams
Content pillar: human-led walkthroughs vs generic AI tutorials
Include 1 sample clip, 1 practical tip, and 1 CTA per issue
Segment by role and use case for tailored examples

Retargeting & Ads

Do not run broad retargeting until 500+ monthly site visits
Install LinkedIn Insight Tag now for future audience building
Install GA4 audiences for pricing page and sample viewers
First retargeting channel: LinkedIn for high-fit B2B visitors
Retarget visitors who viewed samples, pricing, or started booking
Offer sample pack, webinar replay, or free audit in retargeting ads
Keep ad goal on booked consults, not traffic or video views
If budget stays under $500, prioritize email nurture over paid retargeting

Social Media and Content

Post on LinkedIn 3x weekly for trust and education
Post type: pain point insight for founders and ops leads
Post type: short sample clip with outcome-focused caption
Post type: founder take on bad software training habits
Publish 1 weekly carousel on onboarding or support workflow mistakes
Share 2 short video teasers weekly from sample library or mock projects
Add CTA on most posts: book free 1:1 consultation or audit
Repurpose each post into email snippets and nurture assets
Use YouTube to host sample videos and embed on site pages

Webinars and Events

Run 1 monthly 30-minute webinar for SaaS and software teams
Topic: turn repeat demos into reusable onboarding video guides
Topic: 7 workflows every SaaS should document with video
Topic: docs vs video vs live demo for customer education
End each webinar with free audit or consult CTA
Send reminder emails 24 hours and 1 hour before webinar
Follow up attendees with replay same day and consult CTA next day
Follow up no-shows with replay and key takeaways within 24 hours

Other Nurture Channels

Add Tidio or HubSpot chat on pricing and service pages only
Chat paths: get samples, ask pricing, book free consultation
Ask 4 fields: software type, audience, video count, deadline
Auto-send matching sample pack by selected use case
Route hot leads straight to Calendly booking page
Use Calendly routing form to qualify before calls
Add thank-you page with sample pack + audit upsell
Use Loom for personalized follow-ups after consults or audits
Send proposal with PandaDoc or Better Proposals for fast approval
Use email only at this stage; skip SMS and WhatsApp for cold B2B nurture

3. Sales Conversion Strategy

Sales Process

Add one primary CTA sitewide: Book your free 1:1 consultation
Use intake form before booking: software type, users, goals, deadline, video count
Qualify leads by fit: complex workflow, repeat training need, budget, timeline
Offer 20 minute consult with clear agenda sent in confirmation email
Call structure: pain, current process, time lost, users affected, ideal outcome
End each call with one clear next step and decision date
Replace custom pricing only with 3 starter packages and add ons
Show price anchors early: single video, onboarding pack, training library
Keep 25 percent upfront but explain milestones before asking for payment
Use simple 4 step process graphic: discover, record, draft, finalize
Send proposal within 24 hours of call while intent is high
Proposal should include scope, timeline, revisions, deliverables, payment terms
Add expiry to proposal offers: valid for 7 days
Add automated follow up at 2 days, 5 days, and 7 days after proposal
Follow up with value, not pressure: sample, FAQ, ROI, next step reminder
Add fast reply rule: answer all warm leads within 2 business hours
Use consult booking page to reduce back and forth and no show risk
Send reminder 24 hours and 1 hour before consult with agenda and sample link
After approval, collect software access checklist to avoid production delays
Add onboarding email after deposit with timeline, contacts, and approval steps

Sales Assets

Create one page service guide with outcomes, process, packages, and FAQs
Build 3 proposal templates for SaaS, internal training, and agency white label
Create consult call script with discovery questions and closing prompts
Create objection handling script for budget, DIY, AI, and urgency concerns
Build ROI calculator: hours saved from fewer demos and support repeats
Create sample gallery by use case: onboarding, SOP, customer training
Produce 3 spec samples using mock software if client work is limited
Create case study template with problem, solution, outcome, and quote
Add scope checklist to prevent vague requests and revision creep
Build revision policy template with exact rounds and response windows
Create payment request templates for deposit, balance, and overdue reminders
Add proposal section: why human led walkthroughs beat generic AI outputs
Create post call recap template summarizing pains, package, and timeline
Build a one page comparison: founder Looms vs done for you training videos

Testimonials and Case Studies

Start with beta clients in exchange for discount and detailed testimonial
Ask for testimonial right after final delivery when value is freshest
Request short quote plus one measurable result if possible
Ask 3 prompts: what problem existed, why choose Wasaz, what changed
Turn each project into mini case study even if metrics are directional
Place proof near CTAs, pricing, proposal, and booking page
Add Wall of Love section once 5 plus quotes are collected
Use logos only with permission to boost B2B trust
Record one video testimonial from early happy client if possible

Conversion Rate Insights

Track funnel stages manually in spreadsheet until CRM is needed
Track visitors, form fills, calls booked, calls held, proposals sent, deals won
Set first goal: 20 percent of consults become paying clients
Set second goal: 60 percent of proposals receive decision in 7 days
Track no show rate and reduce with reminders and clear agendas
Review lost deals monthly and tag reason: price, timing, fit, no urgency
Improve one conversion point monthly: landing page, consult, proposal, follow up

Urgency and Offers

Offer launch package for first 5 clients with fixed scope and bonus consult
Add fast mover bonus: free caption file or one micro clip if signed in 7 days
Use monthly production slots to create real scarcity
Message urgency around current pain: repeated demos waste time every week
Tie urgency to onboarding cycles, new hires, and customer launches
Offer seasonal push before product launches or team expansion periods
Add proposal note: next available production window starts on specific date

Guarantees and Risk Reversal

Offer clear revision promise: 2 revision rounds included before final delivery
Add satisfaction safeguard: if draft misses brief, rework core sections free
Reduce risk with small pilot option: one video before larger package
Keep scope fixed to protect margin while making decision feel safer
Reinforce low risk on consult: free audit, no obligation, clear next steps

Shock and Awe

Send personalized teardown video of one confusing workflow before the call
Include 2 quick win suggestions tailored to their onboarding or support flow
After consult, send custom summary with one recommended video sequence
Gift a simple training video planning checklist after the call
Send handwritten thank you note for first premium clients if geography allows

After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Send a welcome email within 1 hour of deposit receipt
Include project timeline, milestones, and review dates in one simple page
Share a short intake form for software access, goals, and target users
Book a kickoff call with a guided agenda and recording link
Send a prep checklist before the session to reduce back-and-forth
Create a shared folder for scripts, drafts, assets, and approvals
Give clients a named project board with clear status labels

Communication Cadence

Send a same-day recap after kickoff with action items and deadlines
Provide progress updates at each stage: planning, recording, draft, final
Use Loom updates for quick visual walk-throughs of draft changes
Send a mid-project check-in to confirm tone, pace, and user clarity
Use one main channel per client to avoid scattered communication
Reply windows are stated upfront so clients know what to expect

Client Education

Share a short guide on how to prepare the best software walkthrough
Provide a review checklist so feedback is faster and more precise
Include tips on where to use videos in onboarding, support, and sales
Give a simple script template for future video requests
Offer a post-delivery guide on hosting, sharing, and updating videos
Record a bonus mini-video on how to collect user questions from viewers

Personalized Touches

Mention the client's software name and user goals in every key update
Add custom intro/outro wording aligned to their brand voice
Include one bonus micro-clip for FAQs or internal team use
Send a handwritten-style thank-you note by email after final delivery
Celebrate first project completion with a branded completion graphic
Check in 30 days later with ideas for their next highest-impact video

Visuals and Documentation

Deliver draft and final files with clear naming and version control
Include a one-page video summary with purpose, audience, and use case
Add timestamps for longer guides so users find steps faster
Provide thumbnail recommendations for internal hubs or help centers
Capture before-and-after clarity wins in a simple recap sheet
Keep a reusable project record for easy future updates or new videos

Feedback and Proactive Support

Ask for feedback after draft with 3 prompts: clarity, pace, completeness
Flag confusing steps early if discovered during the walkthrough session
Suggest missing screens or user actions before recording begins
Use a post-project survey with 5 quick questions and one testimonial ask
Follow up if no review arrives by the agreed date to prevent delays
Offer a 14-day revision window for minor fixes after final delivery

Guarantee or Promise

Promise a human-led discovery session before any recording starts
Promise videos built around the client's real workflow, not generic scripts
Offer one revision round included in every package
If the draft misses agreed scope, fix it before final payment is due
Keep pricing and deliverables fixed in writing before work begins

Operational Excellence

Use a repeatable production checklist for every client project
Start calls on time with software tested and agenda ready
Keep visuals clean, branded, and consistent across every deliverable
Use approval deadlines to keep projects moving without pressure
Store all client files in one organized folder structure
End every project with a final handoff checklist and asset confirmation

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Offer quarterly video retainer for new feature updates and workflow changes
Create annual training library plan with 12 video credits paid upfront
Give 10% off annual prepay for ongoing onboarding video support
Add 6 month refresh option for outdated videos at fixed pricing
Include priority turnaround for clients on 6 or 12 month agreements

Upsells & Cross-Sells

Add scriptwriting upgrade for clients with rough or no documentation
Add branded intro outro package for customer facing training videos
Offer subtitle and transcript add-on for accessibility and searchability
Sell short feature release videos for SaaS product update announcements
Add micro videos package for tooltips, help centers, and in app guidance
Offer LMS ready exports with lesson naming and module organization
Add quiz worksheet companion PDFs for employee training rollouts
Offer multilingual voiceover or caption upgrades for global teams
Sell audit of current onboarding docs to identify video gaps

Bundling & Packaging

Create Starter package with 3 core workflow videos and 1 revision round
Create Growth package with 5 to 8 videos plus scripts and transcripts
Create Scale package with full onboarding library and quarterly updates
Bundle employee onboarding videos with customer education video set
Bundle SOP videos with help center clips at a packaged discount
Package new hire training series by department or user role
Offer template based monthly batch production for recurring needs

Custom Services and Personalization

Add white glove onboarding where you map workflows before recording
Offer role based video versions for admins, managers, and end users
Create client branded training hubs in Notion or simple portal format
Provide custom thumbnail and chaptering for easier internal navigation
Add implementation call to align videos with rollout timelines

Pricing Strategy

Raise base minimum to $250 to avoid low margin custom projects
Price by workflow complexity and number of user roles, not video length
Offer 15% savings on bundles versus single video purchases
Require 50% upfront on first project to improve cash flow and commitment
Add rush fee for under 72 hour delivery requests
Benchmark against training video agencies and increase rates if under market
Set clear revision limits and charge for scope changes after approval

Customer Data and Insights

Set up free HubSpot CRM to track clients, projects, renewals, and follow ups
Track each client by use case: onboarding, support, SOP, customer education
Log video count, update dates, and next likely refresh window per client
Send 60 day post delivery check in to uncover new video needs
Ask clients to tag reduced support tickets or training time after delivery
Create simple account review form every quarter for retainer clients
Flag clients with product updates or team growth as upsell opportunities

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Give referrers a $50 cash reward per closed client
Offer a free bonus edit or extra micro video as reward
Give referees a free strategy call plus first video discount
Offer a starter pack upgrade for referred first-time clients
Use double-sided rewards so both parties benefit fast

Shareable Assets

Create a one-page referral explainer with who is a fit
Make a short email template clients can forward in minutes
Provide a LinkedIn message template for warm intros
Build a simple referral landing page with book call CTA
Create a sample reel clients can share with peers
Make a before and after case snapshot graphic

Timing and Triggers

Ask after draft approval when value is already visible
Ask again after final delivery with assets ready to share
Trigger asks when client says this saves us time
Trigger asks after positive feedback on clarity or onboarding
Add referral ask to final delivery email and invoice email
Add a manual follow-up 14 days after delivery

Client Success Stories

Collect a short testimonial after each completed project
Ask for one metric like hours saved or support reduced
Turn wins into mini case studies with simple visuals
Feature founder quotes on the referral page
Share stories on LinkedIn to prompt peer referrals
End each story with a book a session CTA

Partner or Affiliate Programs

Partner with onboarding consultants serving SaaS SMBs
Partner with no-code agencies building client portals
Partner with customer success consultants and trainers
Offer partners 10% to 15% per closed project
Give each partner a unique tracking form or code
Create a partner one-pager with offer, fit, and examples

Thank-You Experience

Send a handwritten thank-you note to every referrer
Record a custom thank-you video for top referrers
Give top referrers priority turnaround on future work
Feature select referrers in a client spotlight post
Send a small gift card after the first successful referral

Wasaz Media

Your 1-Page Marketing Plan is Ready!