A kit for freelance videographers

Know what videos your client needs, and why.

Five steps that take you from “what should we make?” to a plan your client can say yes to, with everything you need to run the call and present the plan.

01The Worksheet4 pages. Run the client call, read their answers, and pick the right 2–3 videos. Includes a talk track: what to say on the call.
02The Client Plan deckAn editable 6-slide deck you present to the client. It ends with a no-pressure next step: start with one project, or keep going.
03The Worked ExamplesTwo full client jobs filled in, including the videos that got turned down and why.

$29 USD · one-time download

Not software, not a course, not a subscription, and not coaching. A kit you download once and keep.

01Exactly what's inside

See inside before you buy.

Tap the deck or the Worksheet to see every page, filled in for the fictional clinic.

The Client Plan deck

PowerPoint
Google Slides
Canva
6 slides

The Worksheet

Fillable PDF
4 pages

The Worked Examples

Tap a job to enlarge its first page.

One Method, Any Size of Business: a one-page table showing what Purpose, People and Product mean, and the lead video, for a solo app maker, Castillo Roofing and Riverside Physical Therapy. All three businesses are fictional.

Worked Example 1 cover: Riverside Physical Therapy, a fictional client. The page explains how to read the example, introduces the clinic and its owner, Dr. James Reyes, and quotes the client's ask for a professional website video.

Worked Example 2 cover: Castillo Roofing, a fictional client. The page introduces the five-person family roofing company and its owner, Mike Castillo, and quotes the client's ask for a drone video of the trucks and finished roofs.

Also in the ZIP

Start Here: a one-page map of every file.
Quick Start: the whole method on one page.
AI Video Ideas Prompt: paste it into ChatGPT for 10 or more extra video ideas.
One Method, Any Size: the method for a solo business, a small crew and a bigger team.
Walkthrough: a PDF deck of the five steps on the clinic example.

02Think like a partner

Don’t sell the video. Sell what it does for their business.

Every video in your plan ties back to something the client actually wants, like more bookings, better customers or fewer missed appointments. That shows the client you're thinking about their business, not only the next shoot.

Clients can ask ChatGPT for video ideas in ten seconds. A chatbot can't run the call, hear what holds their customers back and decide which 2–3 videos matter most. You can, and that plan is what you bring.

03What it isn't, and who it's for

Made for one moment.

You can shoot and edit. Then a business client asks, “So what should we make?” This kit is for that moment.

For

Freelance videographers and small crews working with business clients.

Not for

Learning to shoot or edit
Business owners filming their own videos
Pricing your packages
Contracts and call sheets

Won't do

It won't find you clients or set your rates, and it promises no income. It gives you a process and a plan you can explain.

04How it works

Five steps, one plan.

01Find the customerAsk who the client's best customer is, so every video speaks to one real person.In marketing, this person is called the client's ICP (ideal customer profile).
02Name the painFind what keeps their customers from saying yes, in the customers' own words. Then sum up the answer in one line.
03Pick the videoSort every idea into three groups: Purpose (why the business exists), People (who is behind it and who it serves) and Product (what it sells). Choose the 2–3 that matter most and say no to the rest.
04Shape itBuild each video in three parts: Attention (a hook that makes people stop), Authority (proof they can trust) and Action (one clear next step).
05RefineAgree on one number to watch, like bookings. Check it at week 8, then decide what to make next.

If the business is just one person: People means the owner as the face and voice, plus customers through testimonials and stories.

The Worksheet walks you through all five steps on four pages, and the answers carry into the Client Plan you present.

Peter's camera rig set up for an interview

05What using it looks like

One client, start to finish.

Riverside Physical Therapy and Dr. James Reyes are fictional.

Before · The callFictional
Client
“We need a professional video for the website. Show the clinic, the team, the equipment. Maybe some patient testimonials.”
Client
“So… what do you think we should make?”
You say
- Wrong answer: ~~“Yeah, that's a great idea.”~~
- Wrong answer: ~~“Uh, sure. Maybe a clinic tour?”~~
- Wrong answer: ~~“We can film something trending with your employees.”~~
- Right answer: “Let's explore some options I think will really help the right customers find you.”
During · Name the painFictional
You ask
“Who's your ideal customer, and what usually stops them from booking with you?”
What stops their patientsas the owner tells you
“It'll probably get better on its own.”
So they ice it, rest it and wait.
“I don't want to be told to stop running.”
They expect to hear “rest six weeks, no running.”
How to read it
Each fear is a video idea. Answer “it'll get better on its own” by showing what an early check finds. Answer “I don't want to be told to stop running” with a patient who kept running while she got better.
Building the plan
After · The Client PlanFictional
The 3 videos you recommend
1. 1
  Back on the Road Lead video
  A patient who kept running while she got better.
  Answers “I don't want to be told to stop running.”
2. 2
  Your First Visit
  Shows what a first check finds.
  Answers “It'll probably get better on its own.”
3. 3
  Keep Training
  The owner explains why active people can keep training while they get checked.
  Backs up the other two.
Not yet: clinic tour, team lineup and exercise tips. They don't answer either fear.
Start here
One project
Offer the three videos as one project, then look at the bookings together after 8 weeks.
If you want to keep going
Offer a monthly retainer in one of two shapes:
The Time Package: a set number of your hours each month.
The Video Package: a set number of finished videos each month.
Base it on what the first project shows. You set the price. Starting with one project and deciding later is fine.

Whether the client says yes is still up to the client.

06Who made it

Made by a working filmmaker.

Peter Fowler Founder, Raven Media

Peter Fowler is a filmmaker and video strategist. He runs Raven Media, a video production company in Honolulu, Hawaii, where he has led hundreds of productions. These days, much of his work happens before the shoot: he helps businesses figure out which videos they actually need, and why.Plan to Yes is that process.

07Price, and what happens next

The five steps, the 4-page Worksheet, the 6-slide Client Plan deck and the Worked Examples. Everything you need for your next client call.

$29

USD, one time. Download it once and keep it.

No upsell, no subscription.

Tax is calculated at checkout where it applies.

Single-user license. 14-day refund, no reason needed.

By buying, you agree to the Terms, License, Refund Policy and Privacy Policy.

1Pay once
2Get your download link right away, and we also email it to you
3Open the fillable Worksheet PDF and your Client Plan in PowerPoint, Keynote, Google Slides or Canva
4Save a fresh copy of the Client Plan for each client and fill it in
5Use it on your next client call

The Worksheet is a fillable PDF, so it needs no account. The Client Plan is an editable deck: one PowerPoint file that opens in PowerPoint, Keynote and Google Slides, plus a Canva template link.

08FAQ

The questions you'd still have.

Can't I just ask ChatGPT?

ChatGPT can give you a list of video ideas. It can't run the client call for you, tell you which ideas to turn down, or help you explain your plan to the client. The kit does that. It also includes a ready-made AI prompt for more ideas once you have the client's answers.

Is this just templates?

No. The templates come with the method behind them: what to ask, how to read the client's answers, and how to turn those answers into 2–3 videos. Two worked examples show every step filled in.

Will it work for my clients?

Yes, if your client is a business that needs customers. The questions are about their goal, their customers and what holds those customers back, not about their industry. That's why it works the same for a clinic, a roofer, an online store or a one-person app. The kit shows it twice from start to finish, with a physical therapy clinic and a five-person roofing company, plus a one-page sheet for solo businesses, small crews and bigger teams.

Does it teach pricing?

No. The last slide of the Client Plan has blanks where you put your own prices and packages. What you charge is up to you.

Will it get me clients?

No, and no kit can promise that. It helps once you have a client or a call booked, so you go in with a plan instead of guessing.

Is it for beginners learning to shoot?

No. It assumes you can already shoot and edit. It's about deciding which videos to make, not how to film them.

Can I use this with clients I've already worked with?

Yes. Go back to a client you've already made videos for, run the same call, and bring them a plan for what to make next. You already know the business, so the call is often easier.

Can I put my logo on the client deck?

Yes. You can add your name and logo to the Client Plan you make for a client, and give the finished plan to that client as a PDF. The license is for one person, so a second person on your team needs their own copy.

How do I get the files, and what do I need to open them?

You get a download page as soon as you pay, and we also email you the link. It is one ZIP file with 10 files in it. The link works for at least 12 months and for up to 20 downloads, and it is personal to you. The Worksheet is a fillable PDF and needs no account. The Client Plan is one PowerPoint file that opens in PowerPoint, Keynote and Google Slides, plus a Canva template link. Canva and Google Slides need your own account. The terms have the details.

Is it a subscription or a course?

No. It is a one-time $29 USD download. There is no subscription, no login, and no video course. It is a planning method with templates.

What if it isn't right for me?

Ask for a full refund within 14 days. You don't need to give a reason, and it applies even if you've already downloaded the files.