Video agency meeting checklist
2 May 2023 Video production tips and best practices

How to prep for your first meeting with a video agency

Prep for success with this helpful checklist.

Planning to hire a video production agency for your next project? If so, you'll want to make sure you're well-prepared for your initial meeting with them.
This is your chance to get to know the agency, understand what they can do, and determine whether they're the right fit for you .
To help you prepare for a successful partnership, here's a handy checklist you can use:

Determine your goals & objectives

First, determine your goals and objectives for the project. You should have a clear understanding of what you want to achieve, who your target audience is, and what message you want to convey through your video . This info will help the agency understand your needs and make recommendations that align with your goals .
Download our Video Brief Template  With a whopping 27,000+ downloads, our free video briefing template is the  blueprint for perfecting your video project's foundation.  Download the template

Research the agency

Next, research the agency before you meet with them. Check out their website, portfolio, and social media channels to get a sense of their work and expertise . Look for examples of projects they've done that are like yours. This will give you a better understanding of their capabilities and whether they're the right fit for your needs .

Prep your questions

Prepare a list of questions to ask the agency during your initial meeting. These questions should cover topics such as their process, timeline, budget, and experience. Be sure to ask about their team, their equipment, and their creative approach. And don't forget to ask for references and examples of their work !
Here are some questions you should ask a video agency before you decide to work with them:
  1. What's your video production process like?
  2. What's your experience with projects like mine?
  3. What's your team's experience and expertise?
  4. What's your timeline for completing the project?
  5. What's your pricing structure and what services do you include?
  6. Do you have a portfolio or examples of your work?
  7. What equipment and technology do you use for video production?
  8. Can you provide references or testimonials from previous clients?
  9. Can you work within my budget constraints?
  10. What is your approach to creativity and storytelling?
  11. How do you handle revisions or changes to the project?
  12. What are the deliverables and formats you provide?
  13. Can you help with the distribution and promotion of the video?
  14. How do you measure the success of a video project?
  15. What is your process for communication and updates throughout the project?
Asking these questions will help you get a better understanding of their capabilities, approach, and expertise to see if they're a match .

Know your budget

Speaking of budget, it's important to have a clear understanding of yours before you meet with the agency . Be upfront about your budget and ask the agency if they can work within your constraints. If your budget is too low for what you want to achieve, the agency may be able to suggest alternative solutions or strategies .
Get a quote today

Bring Relevant stuff

If you have any relevant materials, such as brand guidelines, logos, or marketing materials, bring them along to your meeting . This will help the agency understand your brand and what you're trying to achieve. And if you have any existing videos, bring those as well so the agency can see what you've done in the past.

Be open to new ideas

While it's important to have a clear understanding of your goals and objectives, it's also important to be open to new ideas . The agency may have suggestions or ideas that you haven't considered. Be willing to listen to their recommendations and be open to making changes to your initial plan if needed .

Plan your Follow up

Finally, after the meeting, follow up with the agency to thank them for their time and to ask any extra questions you may have . If you're interested in working with them, let them know and ask for a proposal. If you're not interested, let them know as well. It's important to be upfront and honest throughout the process.

 To sum up...

Preparing for your initial meeting with a video production agency is critical to the success of your project . By following this checklist, you'll be ready to make the most out of it.
Skeleton creates high-quality videos that engage and captivate audiences. Our experienced team is dedicated to bringing your vision to life and helping you achieve your goals. If you're interested in working with us, get in touch with us to schedule a meeting. Contact us today to get started!
Emily Malone

Written by Emily Malone Marketing Manager for Venture — a full-service video production agency that specialises in producing creative videos & campaigns that get real results.

Need video? Get a quote now

Discover the ideal video style to achieve your marketing objectives and instantly receive a cost estimate for its production.