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6 month youtube strategy document

6-month YouTube strategy for your WordPress plugin or SaaS product

Looking for someone to help you come up with a YouTube strategy for the next 6 months?

This 6-month YouTube strategy and audit is for WordPress and SaaS business owners who want YouTube to support sales, onboarding, and feature adoption. This personalised strategy document will leave you with a focused plan that fits your product, your buyers, and the time you actually have.

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Why your product needs a YouTube strategy

YouTube can do a lot of heavy lifting for a plugin or SaaS product. It’s one of the easiest ways to show how your product works, help users get set up, and keep existing customers engaged.

The problem is that most channels never reach that stage. Videos get made when someone has time, not because they’re part of a plan. Topics are chosen based on gut feeling. 

Without a strategy, you end up with a handful of disconnected videos that don’t add up to anything. With a strategy, YouTube becomes something that brings people in and nudges them towards the next step.

This strategy document is designed to get you from “we should do YouTube” to “we know what we’re doing for the next 6 months, and why”.

youtube strategy for wordpress and saas

What the 6-month strategy contains

You’ll get a tailored strategy document your team can actually use for the next six months.

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Channel foundations

  • A clear positioning statement for your channel: who it’s for, what it helps them do, and how it fits into your funnel.
  • A summary of your main YouTube goals, tied to real outcomes like signups, onboarding, or reduced support.
  • A snapshot of where you’re starting from, including what’s already working (or not) on your channel.

Content structure

  • Three core content pillars that match your product and audience, so you’re not guessing what to talk about each month.
  • Example angles and questions under each pillar to spark ideas.

6-month publishing plan

  • A realistic publishing rhythm based on your actual capacity.
  • A high-level roadmap for six months of content, including which themes and topics to prioritise first. The number of videos in this roadmap will be based on your upload capacity.
  • A shortlist of the first three or four videos to make, so you know exactly how to start.

Formats, setup, and workflow

  • Recommendations on which video formats make the most sense for your product and team.
  • Practical notes on using the equipment you already have, plus sensible ‘next upgrade’ suggestions.
  • A publishing checklist so every video gets finished, uploaded, and used in the right places.

Titles, thumbnails, and metrics

  • A short list of metrics to track over the six months, with guidance on what they actually mean for your channel.
  • A small set of title and thumbnail suggestions to help you get started.

How the YouTube strategy and audit works

step 1

Fact finding

You answer a short set of questions and share any existing YouTube stats or examples.

step 2

Strategy delivery

I review everything and create a tailored 6-month YouTube strategy and audit for your product.

step 3

Discussion call

We walk through it together on a 30-60 minute call, agree on priorities, and you leave with clear next steps.

Why work with me on your YouTube strategy?

If you invest in this 6-month strategy, you’ll be working with someone who’s:

  • Spent over nine years marketing WordPress plugins and SaaS products through blog posts, landing pages, and documentation.
  • Created product walkthroughs, tutorials, and launch videos for brands like Iconic, Orderable, and Melapress.
  • Run a YouTube channel for years, growing it to over 14,000 subscribers, with regular long-form videos, tutorials, and commentary.

That mix of product-side experience and hands-on YouTube work means we can skip the basics and go straight to what matters for your product and your users.

youtube strategy evidence

Pricing and next steps

£2,000 per channel

I only take on a limited number of these projects each month, so there’s enough room to do the thinking properly.

If you’d like extra support after the strategy, we can add:

  • A follow-up review after three or six months.
  • Script packages for key videos.
  • A small number of done-for-you product videos.

We can decide what makes sense once you’ve seen the plan and know where you want help.

Frequently Asked Questions

Do I need a YouTube channel already?

No. If you don’t have a channel yet, we’ll treat this as your launch strategy. If you do, we’ll review what’s already there and build on what’s working.

What if I haven’t filled in the YouTube-ready workbook?

That’s fine. You’ll get access to it as part of the project. If you’ve already completed it, you can send it over, and we’ll use it as a starting point.

Will you write scripts or edit videos for us?

Not as part of this service. This project focuses on strategy and a practical plan. If you’d like help with scripts or a limited number of done-for-you videos afterwards, we can set that up separately.

How much time will this take from our side?

You’ll likely spend about 30-60 minutes on the initial questions. Then, after I’ve delivered the full strategy document, we will have a 30-60 minute call to go over it.