First Name

Last Name

Phone *

Email *

By checking this box, I consent to receive non-marketing text messages from [BUSINESS NAME] about [USE_CASE_FROM_CAMPAIGN_DESCRIPTION]. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Anything else we should know before we build your strategy?

Monthly revenue (range) *

Email for invoices and contracts, if different

Do you already use Slack? Which email is on it?

We create your channel with Slack Connect if you have paid Slack; otherwise we invite you as a guest.

Anyone else on your team we should talk to? Name, role, email

Where are you based, and what time zone do you record in? *

Your YouTube channel URL *

Invite [email protected] to your YouTube channel as a Manager (YouTube Studio > Settings > Permissions > Invite). Tick when done. *

Done, [email protected] is invited as Manager

One minute. We need it to upload, set thumbnails and read analytics.

Before the onboarding call I confirm I will have direct access to: *

YouTube Studio (owner or manager)

My website's DNS (domain registrar or Cloudflare)

Stripe or my payment processor

We install the tracking live on the call. Without these three we cannot attribute revenue to videos, and the day-10 guarantee does not apply until they are granted.

Do you already track revenue from YouTube (Hyros or similar)? *

If no, we set up Trakyo (our partner) on the onboarding call.

Link to your booking page or main funnel *

How do people buy from you? *

Who is the one person this channel is for? Where they are now, what they want. Two lines. *

What result do you get clients in the first 30 to 60 days? *

The three objections you hear most before someone buys *

Have you worked with a YouTube agency before? *

If yes: what happened, and why did it not work?

How many videos have you published in the last 90 days? *

Drive folder with your proof: screenshots, numbers, certificates, payouts, client results, old posts *

Three stories from your journey we can turn into videos: the lowest point, the turning point, the biggest win *

Existing long content we can mine: trainings, podcasts, webinars, interviews (links)

Three to five words for how you come across today, and three to five for where you want to be in a year *

One signature detail people associate with you (an object, a colour, a phrase, a place)

Colours you wear or want on screen, and colours you refuse

Fonts or brands whose look you like, and your logo and brand files (Drive link)

Two or three YouTube channels you admire and why, and one you dislike and why *

Where do you record (photos of the space, Drive link) and with what: camera, mic, lights *

Which days and times can you record each week? Your first recording day is day 4 after the form; it does not move. *

We book 2 produced + 1 raw video per session, plus the 20-minute thumbnail photo session.

Anything we must never say or show (legal, partners, brand safety)

Your main offer and its price *

Business or personal address (for the paperwork)

Street Address

Country

State

City

Postal Code