



Overview
If your YouTube upload process is a hot mess (or worse, stuck in someone’s brain instead of on paper), it’s time for a Standard Operating Procedure (SOP) that makes things run like clockwork.
Overview
If your YouTube upload process is a hot mess (or worse, stuck in someone’s brain instead of on paper), it’s time for a Standard Operating Procedure (SOP) that makes things run like clockwork.
Overview
If your YouTube upload process is a hot mess (or worse, stuck in someone’s brain instead of on paper), it’s time for a Standard Operating Procedure (SOP) that makes things run like clockwork.
Overview
If your YouTube upload process is a hot mess (or worse, stuck in someone’s brain instead of on paper), it’s time for a Standard Operating Procedure (SOP) that makes things run like clockwork.
This SOP includes:
This SOP includes:
This SOP includes:
This SOP includes:
A list of required assets (no more last-minute scrambling)
A list of required assets (no more last-minute scrambling)
A list of required assets (no more last-minute scrambling)
A list of required assets (no more last-minute scrambling)
A step-by-step process that actually makes sense
A step-by-step process that actually makes sense
A step-by-step process that actually makes sense
A step-by-step process that actually makes sense
Links to all the tools and resources you need
Links to all the tools and resources you need
Links to all the tools and resources you need
Links to all the tools and resources you need
Who's in Charge?
Every SOP needs a main owner and relevant players, so there’s zero confusion on who to ask when questions pop up. Oh, and we also keep a last updated date because outdated SOPs are useless SOPs.
Who's in Charge?
Every SOP needs a main owner and relevant players, so there’s zero confusion on who to ask when questions pop up. Oh, and we also keep a last updated date because outdated SOPs are useless SOPs.
Who's in Charge?
Every SOP needs a main owner and relevant players, so there’s zero confusion on who to ask when questions pop up. Oh, and we also keep a last updated date because outdated SOPs are useless SOPs.
Who's in Charge?
Every SOP needs a main owner and relevant players, so there’s zero confusion on who to ask when questions pop up. Oh, and we also keep a last updated date because outdated SOPs are useless SOPs.




Step 1: Preparation
Before anything gets uploaded, the video has to be ready to go. That means:
Step 1: Preparation
Before anything gets uploaded, the video has to be ready to go. That means:
Step 1: Preparation
Before anything gets uploaded, the video has to be ready to go. That means:
Step 1: Preparation
Before anything gets uploaded, the video has to be ready to go. That means:
Editing - Color correction, sound adjustments, captions, and any necessary tweaks.
Editing - Color correction, sound adjustments, captions, and any necessary tweaks.
Editing - Color correction, sound adjustments, captions, and any necessary tweaks.
Editing - Color correction, sound adjustments, captions, and any necessary tweaks.
Branding - Logos, lower thirds, and any on-screen elements that need to be included. (And yes, links to all branding assets are right here in the SOP. No digging.)
Branding - Logos, lower thirds, and any on-screen elements that need to be included. (And yes, links to all branding assets are right here in the SOP. No digging.)
Branding - Logos, lower thirds, and any on-screen elements that need to be included. (And yes, links to all branding assets are right here in the SOP. No digging.)
Branding - Logos, lower thirds, and any on-screen elements that need to be included. (And yes, links to all branding assets are right here in the SOP. No digging.)
File Naming & Format - A standardized system so files don’t end up as “final_final_v2_actualfinal.mp4.
File Naming & Format - A standardized system so files don’t end up as “final_final_v2_actualfinal.mp4.
File Naming & Format - A standardized system so files don’t end up as “final_final_v2_actualfinal.mp4.
File Naming & Format - A standardized system so files don’t end up as “final_final_v2_actualfinal.mp4.
Thumbnail Creation - Clear guidelines on size, style, and branding (plus linked templates for easy access).
Thumbnail Creation - Clear guidelines on size, style, and branding (plus linked templates for easy access).
Thumbnail Creation - Clear guidelines on size, style, and branding (plus linked templates for easy access).
Thumbnail Creation - Clear guidelines on size, style, and branding (plus linked templates for easy access).
Video Description & Tags - A template and an example so the team isn’t making it up as they go.
Video Description & Tags - A template and an example so the team isn’t making it up as they go.
Video Description & Tags - A template and an example so the team isn’t making it up as they go.
Video Description & Tags - A template and an example so the team isn’t making it up as they go.
Where to Save Everything - No guessing. A direct link is included.
Where to Save Everything - No guessing. A direct link is included.
Where to Save Everything - No guessing. A direct link is included.
Where to Save Everything - No guessing. A direct link is included.




Step 2: Uploading the Video
Where does it go? Who logs in? What settings need to be applied? It’s all documented. This step also covers:
Step 2: Uploading the Video
Where does it go? Who logs in? What settings need to be applied? It’s all documented. This step also covers:
Step 2: Uploading the Video
Where does it go? Who logs in? What settings need to be applied? It’s all documented. This step also covers:
Step 2: Uploading the Video
Where does it go? Who logs in? What settings need to be applied? It’s all documented. This step also covers:
Adding titles, descriptions, and tags
Adding titles, descriptions, and tags
Adding titles, descriptions, and tags
Adding titles, descriptions, and tags
Uploading subtitles
Uploading subtitles
Uploading subtitles
Uploading subtitles
Setting up end screens & cards
Setting up end screens & cards
Setting up end screens & cards
Setting up end screens & cards
Scheduling the video for the right time
Scheduling the video for the right time
Scheduling the video for the right time
Scheduling the video for the right time




Step 3: Post-Upload Tasks
Just because the video is live doesn’t mean the job is done. The team is responsible for:
Step 3: Post-Upload Tasks
Just because the video is live doesn’t mean the job is done. The team is responsible for:
Step 3: Post-Upload Tasks
Just because the video is live doesn’t mean the job is done. The team is responsible for:
Step 3: Post-Upload Tasks
Just because the video is live doesn’t mean the job is done. The team is responsible for:
Quality check - Make sure nothing got messed up in the upload.
Quality check - Make sure nothing got messed up in the upload.
Quality check - Make sure nothing got messed up in the upload.
Quality check - Make sure nothing got messed up in the upload.
Engaging in comments - First 24 hours is prime time for interaction.
Engaging in comments - First 24 hours is prime time for interaction.
Engaging in comments - First 24 hours is prime time for interaction.
Engaging in comments - First 24 hours is prime time for interaction.




With this in place, your team won’t have to ask, “Hey, what’s the next step?” ever again. It’s all there. Clear, repeatable, and ready to roll.
With this in place, your team won’t have to ask, “Hey, what’s the next step?” ever again. It’s all there. Clear, repeatable, and ready to roll.
With this in place, your team won’t have to ask, “Hey, what’s the next step?” ever again. It’s all there. Clear, repeatable, and ready to roll.
With this in place, your team won’t have to ask, “Hey, what’s the next step?” ever again. It’s all there. Clear, repeatable, and ready to roll.
Need help setting up SOPs that actually work? Let’s talk. I’ll help you get your business running smoothly so you can focus on the big picture.
GET IN TOUCH
Need help setting up SOPs that actually work? Let’s talk. I’ll help you get your business running smoothly so you can focus on the big picture.
GET IN TOUCH
Need help setting up SOPs that actually work? Let’s talk. I’ll help you get your business running smoothly so you can focus on the big picture.
GET IN TOUCH
Need help setting up SOPs that actually work? Let’s talk. I’ll help you get your business running smoothly so you can focus on the big picture.
GET IN TOUCH