7 Steps to Prep for Your First Video Meeting

You don’t need a film degree to walk into a video strategy meeting with confidence. You just need clarity.

Here’s how to prep like a pro:

1 Know your audience. Who are you trying to reach—and what do they care about?

2 Define success. Is it engagement, conversions, awareness, sales, or internal buy-in?

3 Bring your brand voice. What tone feels authentic—warm, bold, academic, playful?

4 Have examples. Share videos you like (or hate). It helps your team calibrate quickly.

5 Know your assets. Do you have footage, testimonials, or brand guidelines they can build from?

6 Be ready to talk pain points. What problems does your product or service solve? And, what problems can this video project solve for you?

7 Have a budget in mind, but be open-mined. If I asked, “How much does a house cost?” you’d probably respond, “That depends.” Is it a 500-square-foot fixer-upper from the 1950s or a five-bedroom custom build in the historic district? The same logic applies to video production—costs can range from $10,000 to $600,000 or more. The real question is: what kind of value are you aiming to create? Your goals determine the investment, not the other way around.

The real question is: what kind of value are you aiming to create? Your goals determine the investment, not the other way around.

The right team will help you translate all this into a project with deliverables that move people and get results.