Green House Video Shoot Process
If you've never done a video shoot before here are the basics of all the things you should consider. The actual template to prepare for the shoot is a lot simpler but here is a more robust plan to understand the shot list.
Main- Tasks
Review Content strategy/additional research
Create shot list /review with PM or consultant
Shoot prep/ confirm shoot with client
Post shoot follow up (in a meeting or otherwise) - client communication and review with them in meetings the content.
PHASE 1: STRATEGY ALIGNMENT (Required Before Any Planning)
If repurposing → complete repurposing training first.
- Define Strategic Objective
- What is the primary goal?
- Awareness
- Lead Generation
- Authority/Brand Building
- Sales Conversion
- How will we measure success?
- Views
- Follows
- Shares
- Leads
- Conversions
- Review Core Messaging Doc
- Define:
- Target audience
- Customer problem being addressed
- Funnel stage
Output:
✔ Clear content goal
✔ KPI defined
✔ Messaging direction aligned
PHASE 2: RESEARCH & CREATIVE DIRECTION
- Review competitor content
- Identify strategically aligned trends
- Save example references
- Confirm platform specs (Reel/TikTok, etc.)
Output:
✔ 3–5 example references
✔ Clear creative direction
PHASE 3: PRE-PRODUCTION
- Shot List Development
Each video must include:
- Short description (not just a number)
- Hook (visual + verbal/text on screen)
- Script or prompt questions
- Audio link (if trend-based)
- Format (9:16 vertical)
- Intended KPI (optional but recommended)
If no example exists → create frame-by-frame shot plan.
- B-Roll Planning (Mandatory)
Capture 2 types:
1️⃣ Dynamic B-Roll
- Movement-based shots
- Can be used across multiple videos
2️⃣ Static B-Roll
- Steady framing
- Designed for text overlays
- Usable for static posts
- Shoot Logistics Checklist
- Confirm date + time
- Confirm location access
- Lighting conditions checked
- Charging/power access
- Equipment checklist:
- Camera (whose phone will you film it?) Make sure your phone is fully charged.
- Mics
- Tripods
- Wardrobe guidance sent
- Props confirmed
- Backup plan (weather/tech failure)
PHASE 4: CLIENT COMMUNICATION
Before Shoot
- Send confirmation email/message
- Date/time
- Location
- Expectations
- Time commitment
- Needed props/people
- Schedule calendar block
After Shoot
- Send thank you
- Confirm editing timeline
- Set expectation for delivery date
PHASE 5: SHOOT DAY EXECUTION
- Assign roles if necessary
- Lead filmer
- Assistant
- Detail checker
- Test audio before filming
- Check lighting
- Capture primary shots
- Capture alternates
- Capture B-roll (both types)
- Review footage before leaving
DO NOT leave without confirming:
✔ Audio quality
✔ At least 2 usable takes per core clip
PHASE 6: POST-PRODUCTION
Editing Platform: DaVinci Resolve (Free)
Editing Standards:
- Format vertical (9:16)
- Optimize hook (first 3 seconds matter most)
- Clean captions
- On-brand text styling
- Remove filler
Internal Review Before Sending:
- Is hook strong?
- Does this align with strategy?
- Does this solve the target problem?
PHASE 7: DELIVERABLES
File Naming Convention
ClientName_VideoConcept
Folder Structure
Folder 1: Completed Content
- Final videos
- Captions (Google Doc)
- Audio links
- Platform-ready files
Folder 2: Raw Files
-
- No text overlay
- Organized by concept
PHASE 8: CLIENT REVIEW PROCESS
-
- Review content with the client in the meeting.
✔ 1 Round of Revisions Included
Feedback Requirements:
-
- Must leave comments in Google folder
- Include timestamps
- Be specific
Timeline:
- Client has X days to submit revisions
- GH has X days to implement
Clarify:
Revision = small edits (text, trim, caption changes)
Reshoot = new filming required (not included unless approved)
PHASE 9: PERFORMANCE REVIEW
After publishing:
Share instagram stats with clients. Show them the stats in meta business suite.
- Track KPIs
- Compare to goal
- Identify:
- Top hooks
- Retention drop-off
- Engagement drivers
- Document learnings
- Adjust future strategy
Resources:
Include long form content brief https://docs.google.com/document/d/1OlXG4KS8f0m1YpUni44u-AW34h7XDgf9A87uilP9_Ro/edit?usp=sharing