Free video follow-up checklist
Tick these before every client or sales video send.
Last updated: 2026-08-03
Short answer
Use this checklist so every video has one job, one page, and one follow-up plan. When you send, put it on a Share Page so you can see who watched.
Checklist
Tick each box before you hit send. Print this page or paste into your notes.
- I know the one next step I want (book, reply, approve)
- The video is on a branded Share Page (not an attachment)
- There is one clear button on the page
- I know who should receive a personal link
- I will follow up people who watched — not everyone the same way
- I can update the page later without a new link
- I am not relying on email opens as “watched”
How to use this giveaway
Run through the boxes before you hit send — not after.
Print this page or paste the list into your notes.
Create a free Vyrol account when you want the page + tracking layer.
Why it pairs with Vyrol
A checklist without a trackable page still leaves you guessing. Share Pages and Campaigns make the send measurable.