YouTube Workflow Tool

The exact workflow I use to produce every YouTube video - without starting from scratch.

Free tool. 9 stages. From research to repurposing - with prompts for every step if you want AI help along the way.

This tool is for you if you produced your YouTube videos by kind of just remembering what you did the last time. Checking your notes, retracing your steps, wondering if you're missed anything.

Or maybe you're just looking for a way to start off on the right foot - using the exact workflow my clients and I use to be consistent every single week.

I built myself a workflow tool and turned it into a tool that you can use too.

It's an actual working document you open at the start of every video and work through from research all the way to repurposing.

It has 9 stages: Research, Plan, Script or Outline, Review, Thumbnail, Asset Bundle, End Screen, Upload, and Repurpose.

Each stage has a checklist of steps, and optional copy-paste AI prompts for the spots where a little help actually speeds things up - like synthesizing your analytics, reviewing your script for drop-off risks, or batching your Pinterest infographics.

The prompts are optional. The checklist is yours to edit. You can add steps, remove ones that don't apply, reorder them, and even assign each stage to a team member if you have one.

It saves automatically so your setup is there every time you open it.

And it's completely free. My gift to you :)

WHAT'S INCLUDED

9 stages, fully editable:

  • Research - know what's working before you plan anything.

  • Plan - lock the angle before you write a single word.

  • Script / Outline - prep however you work best, script or bullets.

  • Review - catch the drop-off spots before you film.

  • Thumbnail - research, plan, and design before you hit record.

  • Asset Bundle - titles, description, email, social posts, all in one go.

  • End Screen - pick the right next video and write the bridge.

  • Upload - get it live without missing anything.

  • Repurpose - turn one video into content across every platform.

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