Video Library Overview
Objective
This SOP outlines the steps for managing and utilizing the video library effectively, including creating, editing, and organizing videos for client deals.
Key Steps
1. Accessing the Video Library 0:00
Click on the video library to view its content.
You will see three categories: deal videos, informational videos, and instructional videos.
2. Understanding Deal Videos 0:16
Deal videos are specific to recorded deals.
Preview the video by clicking on it.
3. Managing Deal Videos 0:44
Access the deal home for the specific deal if needed.
Copy the video URL to share via email with clients or others.
4. Editing Video Details 0:56
Under the action section, you can:
Edit the video title.
Change the video type (e.g., from deal video to informational video).
Delete the video if necessary.
5. Creating New Videos 1:08
If you haven't already, watch the video on creating video content in a deal.
You can create both deal and informational videos.
6. Recording Informational Videos 1:22
Record videos for frequently explained topics (e.g., prepaids, title insurance).
Upload these as informational or instructional videos.
7. Attaching Videos to Future Deals 2:02
Once recorded, you can attach informational videos to future client deals.
8. Bulk Deleting Videos 2:15
If needed, select multiple videos to bulk delete them.
9. Uploading External Videos 2:25
You can upload videos created outside the system (e.g., YouTube, BombBomb).
Organize these videos as desired.
10. Overview of Video Library 2:48
This concludes the general overview of the video library.
Cautionary Notes
Ensure that all videos shared with clients are relevant and appropriate for their specific deals.
Double-check video titles and descriptions for clarity before sharing.
Tips for Efficiency
Regularly review and organize your video library to keep it manageable.
Use consistent naming conventions for videos to make searching easier.
Consider creating a template for frequently used informational videos to save time.
Link to Loom