Assess your review generation process, video testimonial capability, and content production capacity. This determines what content strategies are realistic and what infrastructure we need to build first.
Content production capacity determines marketing velocity. If you can generate 10 video testimonials and 30 reviews in 60 days, we can build aggressive local SEO and social proof campaigns. If you can't, we need different strategies or we build the capability first.
Don't tell me what you wish you could do. Tell me what you can actually do. If asking for reviews feels awkward, say so. If filming makes you uncomfortable, admit it. I need reality, not aspiration.
This assessment determines content strategy, production budget, and timeline expectations. Reviews drive local SEO. Video testimonials convert prospects. Regular content builds authority. But only if you can actually produce it.
Fill out the GHL form. This data feeds directly into content strategy planning and production scheduling.
Yes, we'll workshop this. I'll show you systematic review generation processes and help you get comfortable on camera. But I need your honest assessment of current capability and comfort level first.
Your website looks good. But without fresh content, it's a static brochure. This workshop builds the content engine that drives traffic, builds trust, and converts prospects.
I'll create the review request templates and video scripts. But you have to ask clients for reviews and get in front of the camera. I can't want this more than you do.
What we need: The actual process. When do you ask? How do you ask? What's the success rate? Any automation?
Why it matters: Reviews are the #1 local SEO ranking factor and the #1 trust builder for new prospects. If you're not systematically generating reviews, you're losing to competitors who are.
Contractor example: "We ask verbally at project completion. Success rate maybe 20%—most people say yes but never do it. No follow-up system. No written requests. No automation. We get 2-3 reviews a month organically. We should be getting 10+."
Accountant example: "We send a thank-you email after tax filing with a review link buried in paragraph three. Response rate maybe 5%. No reminders. No personal asks. We get 15-20 reviews a year. Our competitor down the street has 300+ reviews because they're systematic about it."
What good looks like: Automated review request 24 hours after service completion, SMS + email + personal ask, specific Google review link, follow-up reminder after 3 days, 40-60% success rate.
What we need: Realistic estimate. How many projects complete in 60 days? If you asked every client properly with follow-up, how many would leave reviews?
Why it matters: This sets the baseline for content velocity. 30 reviews in 60 days changes your local SEO dramatically. 3 reviews doesn't move the needle.
Contractor example: "We complete 8-12 projects in 60 days. If we asked systematically with good follow-up, probably 60-70% would leave reviews. So realistically 6-8 reviews per 60 days, which is 36-48 annually. Way better than our current 15/year."
Accountant example: "Tax season (Jan-April) we file 200+ returns. Even at 20% response rate that's 40 reviews. Business clients we serve monthly—60 active clients, maybe 30% would review if asked properly. Realistically we could get 50+ reviews in Q1 alone with systematic asks."
The gap: Most businesses could 3-5x their review generation with proper systems. That gap is lost visibility and lost trust.
What we need: Current state. Are you filming client testimonials? How many per year? Quality level? Who films? Where do they live?
Why it matters: Video testimonials convert 3-5x better than written reviews. If you're not filming them, we're building that capability. If you are, we're systematizing it.
Contractor example: "We've filmed maybe 3 client testimonials in the past two years. I do it with my iPhone, usually at final walkthrough. Quality is okay but not great. They live on our YouTube channel that nobody watches. No systematic process for who to ask or when."
Accountant example: "Zero video testimonials. We've thought about it but never pulled the trigger. Feels awkward to ask. Not sure what questions to ask. Don't know how to film or edit. This is a gap we need to fix."
What good looks like: 1-2 video testimonials per month, filmed at project completion, 5-7 strategic questions, edited into 60-90 second highlights, used across website, social, and ads.
What we need: Realistic potential. If you had a great process and asked every happy client, what percentage would say yes?
Why it matters: This determines whether video testimonials become a content strategy or stay aspirational. 12+ testimonials annually changes your marketing. 2 doesn't.
Contractor example: "If we asked our best clients with a professional approach—explain why it matters, make it easy, maybe offer small incentive—probably 50% would say yes. We do 10 projects a year, so 5 video testimonials is realistic. That's 5x what we're doing now."
Accountant example: "Our business clients love us—we could probably get 20-30% to do video testimonials if we made it easy and valuable for them (use it for their own credibility too). That's 15-20 video testimonials from 60 active clients. Huge gap from our current zero."
What we need: Name and role. Who's comfortable on camera? Who's the face of the brand? If nobody, we're developing that skill.
Why it matters: Video content needs a consistent face. If that's you as the owner, great. If it's a project manager or lead technician, that works too. But someone needs to own this.
Contractor example: "That's me (owner). I'm decent on camera when I'm talking about projects—get passionate and forget I'm filming. Not great at scripted stuff. My project manager Sarah is actually better on camera but doesn't want to be the face of the company."
Accountant example: "Me (managing partner) for tax and strategy content. My outsourced accounting manager for bookkeeping and operational content. We both need to get more comfortable, but we're the right people to represent different service lines."
What we need: Honest self-assessment. 1 = terrified of camera. 10 = I could film 10 videos right now.
Why it matters: This determines training needs and production approach. A 3 needs coaching and practice. An 8 needs good scripts and volume.
Contractor example: "Probably 6. I'm fine talking about projects when I'm on site explaining work. Put me in front of camera with a script and I'm stiff and awkward. Teleprompter might help. Need practice but not terrified."
Accountant example: "Maybe 4. I'm good in client meetings and presentations. Camera makes me self-conscious. I overthink what I'm saying. Ten takes to get 60 seconds. Need to get more comfortable or this won't scale."
What we need: Equipment inventory. iPhone? Which model? Android? Actual camera? Quality matters for planning.
Why it matters: iPhone 13+ is broadcast quality. iPhone 8 is not. We're building strategy around your actual capabilities.
Contractor example: "iPhone 14 Pro. Also have a Canon DSLR from 2015 that I don't know how to use. GoPro for action shots on job sites. Phone is easiest and honestly good enough for most content."
Accountant example: "iPhone 12. No other cameras. Haven't upgraded because I barely use my phone camera for business. If we're doing this seriously, maybe I upgrade to 15 Pro for better video quality."
What we need: Studio capability assessment. Dedicated space? External mic? Ring light? Tripod? Nothing?
Why it matters: Systematic video production needs consistent setup. If you're constantly improvising, quality suffers and you'll stop doing it.
Contractor example: "No dedicated setup. I film everything handheld on job sites or in clients' homes. No external mic—just phone audio. Natural lighting. It works for authentic project content but limits what we can produce."
Accountant example: "My office has good natural light. I bought a $50 ring light from Amazon that I never set up. No mic, no tripod. I prop my phone against books when I try to film. This is a barrier to actually producing content consistently."
Minimum viable setup: $200—phone tripod with Bluetooth remote, Rode VideoMic GO, ring light. Makes content production 10x easier.
What we need: Experience level with teleprompter apps like PromptSmart, Teleprompter Pro, Parrot.
Why it matters: Teleprompters make scripted content dramatically easier. If you've never used one, there's a learning curve but it's worth it.
Common answer: "Never used one. Didn't know they existed for phones. Would probably help with the stiffness problem—I know what I want to say but forget mid-sentence."
Optimization opportunity: PromptSmart ($15/month) reads scripts at your speaking pace. Turns 10 takes into 2 takes. Makes content production sustainable.
Content production isn't optional—it's infrastructure. This assessment reveals your current capability and what we need to build. Be honest about comfort levels and equipment. We'll build the systems that make content production consistent, not heroic.