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Creating a one-time expert video is a single achievement. However, developing a recurring series transforms that expert into a content powerhouse that your audience eagerly anticipates. The key difference lies in making four crucial decisions before recording the first episode. Once these are set, the series can practically run itself.


Make Four Key Decisions Before Recording

To ensure consistency and success, decide on the following before the first episode:

  • Series Name: Ensure it appears consistently in feeds and searches.
  • Expert: Choose one specific person, not just "the team."
  • Episode Format: Decide whether it will be an interview, monologue, screenshare, or walkthrough.
  • Release Cadence: Determine if episodes will be released weekly, biweekly, or monthly.

If any of these elements are undecided after the first episode, the series risks becoming a collection of unrelated videos. Finalize all four decisions before scheduling time with your expert.


Align Participation with Job Benefits

Experts are more likely to commit to recurring content if it benefits their work. Present the series as a way to attract prospects who already recognize the expert's name, reduce repetitive "explain it again" calls by addressing common questions, and increase visibility through conference invitations. If the series feels like a marketing task, even enthusiastic experts might lose interest after a few episodes.


Utilize Saved Orders for Efficient Editing

After editing the first episode to your satisfaction, save the configuration as a Saved Order in MarketScale. This ensures that subsequent episodes automatically have the same lower-third style, intro, outro, and color grading. Saved Orders maintain visual consistency without the need to draft a new editing brief every time.


Organize with Folders and Sales Team Materials

Store each episode in a series-named folder to build a comprehensive catalog. Compile the published episodes into a Collection in Sales Team Materials, allowing sales, marketing, and recruiting teams to access them via a single link. By the tenth episode, this Collection becomes one of the series' most valuable resources.


Get Started This Week

Select an expert from your team who has already made a contribution. Use a fifteen-minute conversation to finalize the four key decisions. Frame the pitch around their job benefits, not yours. Save the edit configuration after the first episode. Then, open MarketScale to create the folder and Collection, and ensure episode two is released on time. This is how you build a successful series.


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