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Consulting and B2B services: Production day preparation and run

54 checks covering planning and consent, location and sound, on-camera delivery, client and document filming, webinar recording, and post-shoot handover, for founder, team, and client shoots.

54 items6 groups24 minOctober 15, 2026

  • shoot day
  • checklist
  • founder video
  • b2b

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3 items open, 54 items in total. Members see the rest.

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Run through this list before a shoot day for a consulting or B2B service firm; it covers founder videos, team footage, client interviews, and webinar recordings together. The confidentiality and consent items are never skipped.

Before the shoot: plan, script, and permissions

9 items
  • The shoot has one written goal: which service, for which decision-maker, addressing which problem; the plan isn't left at ‘let's film whatever comes up.’
  • The list of pieces to film is ready, covering founder videos, short answers, a case walkthrough, and office or team footage, each with a length and a publishing place.
  • Every video has a one-sentence core idea, and the speaker can say it in their own words without memorizing a script.

6 items more in this group for members.

51 items more for members

This item has 54 items in total. With a membership you see all of it and copy any line in one click.

  1. Location, light, and sound9 items
  2. Founder and team on camera9 items
  3. Client interviews, cases, and documents9 items
  4. Webinar and live-session recording9 items
  5. After the shoot: backup, naming, approval9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Consulting and B2B services page

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

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  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

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  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

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  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

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