Currently working on: Content planning and strategy for multiple WordPress plugin companies.

Gina Lucia

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6 month youtube strategy document

A YouTube strategy built specifically for your plugin or SaaS product

Most plugin and SaaS founders know YouTube is worth investing in. The problem is knowing where to start, what to make, how often, and whether any of it’s actually working or not.

This 6-month strategy gives you a clear, personalised plan built around your product, your audience, and what you can realistically produce.

Interested? Get in touch
youtube ready workbook

Free Guide: Get your plugin or SaaS business YouTube-ready

A workbook to decide if YouTube is right for your business and what it should do for your product/s.

Get the free workbook

What it contains

How it works

Why me?

Testimonials

Pricing

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 PDF for your product/s.

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 20,000 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 stats

What clients are saying

“We’ve seen many very technical products use YouTube as one of their main marketing channels, and while I knew that deep down, I had no idea where we actually are with our channel or how we can shift direction to do the same.

I decided to get Gina onboard to help me with this – we’ve been working with her for years to handle all of our content marketing, and by now, she knows almost as much as I do about Static WordPress and Simply Static.

The biggest takeaway for me was positioning and having an actionable plan on how we can shift directions to make YouTube a valid marketing channel for our product.

It’s so easy to be stuck in your technical mindset and lose touch with your potential users, and if you are like me, you also don’t really know the rules of the YouTube game – thumbnails? No idea. Video length? I don’t know.

Don’t fall into the trap of buying a course you never take, don’t just publish something – set up your YouTube strategy right from the start and think long-term.

With Gina’s help, you can make YouTube a meaningful (and potentially business-changing) channel for your company – don’t sleep on that.”

Patrick Posner

Patrick Posner

Founder of Simply Static

“The idea to start a YT channel has been in my mind for a couple of years, but I never actioned it because growing the blog and business worked well. The recent negative drop in traffic prompted me to finally act. It’s a more complete content strategy than just written content and should have been started way sooner.

I consume YT content daily, but don’t really know anything about the inner workings of growing my own channel. Like SEO, YT is a long game and it pays to do it right from the start (especially given I’m already late to the game). I realize I needed someone with knowledge and experience to help me. (also: YT costs a lot of time and energy – neither of which I currently have).

What stood out most is how the whole channel is “simplified” into a set of repeatable content pillars. The behind-the-scenes pillar is something I wouldn’t have thought of on my own, but it makes sense since we’re also trying to grow a brand.

I’d recommend it to anyone who wants YT to support their business but isn’t sure what to create or how it fits into their overall marketing. The strategy turned a vague idea of “we should do YT” into a realistic plan with clear video ideas and useful checklists to refer back to during the publishing (so the doc can be used throughout the 6 months and beyond).”

Maarten Belmans

Maarten Belmans

Founder of Studio Wombat

Investment

£1,500 per YouTube channel

Everything included:

  • Snapshot and goals.
  • Audit of your existing channel (if you have one).
  • Content pillars.
  • 6-month publishing plan.
  • Format, setup, & workflow tips.
  • Title & thumbnail tips.
  • Final strategy supplied as a PDF document.
  • 30-60-minute call to discuss findings.
I’m interested, let’s talk

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. Or, you can do it ahead of time by downloading the YouTube-ready workbook.

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 done-for-you videos afterward, we can set that up separately. Take a look at my video content services.

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. That’s it.