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nicolay Armando
nicolay Armando

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Please Don't Hire a Video Agency Before You Complete This Checklist

DON’T HIRE THEM YET.
Hiring a video agency can look deceptively simple.

You find a few companies, look through their showreels, compare prices, choose the one you like, and schedule a kickoff call.

Then the project starts.

Suddenly you're being asked:

  • Who exactly is the audience?
  • What is the main message?
  • Where will the video be published?
  • What format do you need?
  • Do you need subtitles?
  • How many versions do you want?
  • Who is approving the script?
  • Do you already have brand guidelines?
  • When does the campaign need to launch?

And that's when you realise something important:

The agency cannot make a good video if the brief itself is unclear.

The production company can bring directors, producers, cameras, editors and creative expertise. But it cannot decide what your organisation is trying to achieve unless you've given the project a clear destination.

Before you hire anyone, work through this checklist.


1. Can You Explain Why You Need the Video?

Start here.

Not with the camera.

Not with the budget.

Not with the agency.

Ask:

What problem is this video supposed to solve?

There is a big difference between:

"We need a corporate video."

and:

"We need a three-minute video that helps potential partners understand our manufacturing capabilities before a sales meeting."

The second statement gives a production team something useful to work with.

Your objective might be to:

  • Explain a complicated product
  • Introduce a company
  • Generate leads
  • Support a sales process
  • Recruit employees
  • Train staff
  • Launch a campaign
  • Document an event
  • Explain a public service
  • Build trust with a particular audience

If you can't explain the purpose in one or two sentences, pause before hiring.

You probably need to clarify the project first.


2. Who Is Actually Going to Watch It?

"Everyone" isn't an audience.

Neither is "our customers."

Be more specific.

For example:

Weak brief:

This video is for our customers.

Better brief:

This video is for operations managers at mid-sized manufacturing companies who are evaluating suppliers.

That difference affects almost everything.

The language changes.

The examples change.

The length may change.

The visual style changes.

Even the opening 10 seconds may change.

A video aimed at new employees should not necessarily communicate in the same way as one aimed at senior decision-makers.

Before contacting an agency, write down:

Primary audience:
Who is most important?

Secondary audience:
Who else might watch?

Knowledge level:
Are they experts, beginners, customers, employees or members of the general public?

Expected action:
What should they understand, feel or do after watching?


3. What Should the Viewer Do After Watching?

This is one of the most overlooked questions in video production.

A video can be beautifully shot and still fail because nobody knows what happens next.

Decide whether you want the viewer to:

  • Visit a website
  • Request a quote
  • Book a demonstration
  • Apply for a role
  • Contact your team
  • Understand a process
  • Share the video
  • Register for something
  • Remember your organisation
  • Simply understand an important message

The desired action doesn't have to be a hard sales CTA.

For example, a public information video may simply need viewers to understand a new process.

An internal training video may need employees to follow a procedure.

A recruitment video may need candidates to apply.

The important thing is knowing the intended outcome before production begins.


4. Where Will the Video Actually Be Used?

Don't answer with just "online."

Where?

Your distribution channels can influence the production itself.

Consider whether the video will appear on:

  • Your website
  • YouTube
  • LinkedIn
  • Instagram
  • TikTok
  • Digital advertising
  • Internal systems
  • Presentation screens
  • Events
  • Training platforms
  • Email campaigns
  • Sales presentations

A horizontal 16:9 master video may be perfect for a website.

But if you also need vertical social versions, that should be considered during filming rather than discovered during editing.

Ask the agency about deliverables before production begins.

You may need:

  • One master video
  • Short social cuts
  • Vertical versions
  • Square versions
  • Captioned versions
  • Different aspect ratios
  • Still images
  • Short promotional clips

The earlier this is discussed, the fewer surprises you'll encounter later.


5. Do You Know What You Want to Say?

You don't necessarily need a finished script.

But you do need the message.

Try completing this sentence:

"After watching this video, I want the viewer to understand that..."

Then finish it.

For example:

"After watching this video, I want potential clients to understand why our manufacturing process is different."

That's much more useful than:

"We want something professional and engaging."

"Professional" and "engaging" are subjective.

Your core message is much easier for a production team to turn into a creative concept.


6. Do You Have the Information the Production Team Will Need?

Before production starts, collect the basics.

This might include:

  • Logo files
  • Brand guidelines
  • Product information
  • Existing photography
  • Previous videos
  • Key statistics
  • Customer information
  • Locations
  • Staff availability
  • Product samples
  • Technical information
  • Legal requirements
  • Approved terminology

If your organisation has strict brand rules, provide them early.

If there are words that must or must not be used, document them.

If there are claims that require approval, identify them before filming.

This prevents the production team from discovering important restrictions halfway through the project.


7. Who Has Final Approval?

This sounds boring.

It isn't.

A project can become painfully slow when nobody knows who has the final say.

Imagine this workflow:

Writer → Marketing Manager → Head of Department → CEO → Legal → Sales → Back to Writer.

Every person has a slightly different opinion.

The result can be weeks of unnecessary revisions.

Before production begins, establish:

Who owns the project?

Who can request changes?

Who gives final approval?

How many review rounds are expected?

You don't necessarily need one person involved in every decision.

But you do need one clearly defined approval process.


8. What Is Your Realistic Budget?

You don't have to know the exact production cost before contacting an agency.

But you should understand your budget range.

There is a significant difference between:

  • A simple interview video
  • A multi-location corporate film
  • A product demonstration
  • A documentary-style production
  • A campaign with multiple deliverables
  • A production involving actors, locations and extensive post-production

When comparing proposals, don't look only at the headline number.

Ask what is included.

For example:

  • Pre-production
  • Creative development
  • Scriptwriting
  • Producer
  • Director
  • Camera crew
  • Lighting
  • Sound
  • Studio
  • Location costs
  • Travel
  • Editing
  • Motion graphics
  • Music licensing
  • Voiceover
  • Colour grading
  • Subtitles
  • Revisions
  • Final deliverables

A cheaper quote isn't necessarily cheaper once missing items start appearing as additional costs.

If you're still figuring out what kind of production you need, reviewing a company's video production services can help you understand the different parts of a typical production workflow.


9. Have You Looked at the Agency's Actual Work?

Don't hire based entirely on a showreel.

Showreels are designed to show highlights.

Ask to see complete examples where possible.

Look for projects similar to yours in:

  • Audience
  • Industry
  • Production scale
  • Tone
  • Distribution
  • Complexity
  • Required deliverables

You aren't necessarily looking for an agency that has produced something identical.

You're looking for evidence that they understand the kind of communication problem you're trying to solve.

Take time to explore examples of completed production work rather than judging an agency entirely from a 60-second highlight reel.


10. What Does "Success" Look Like?

This is where video production becomes more than a creative exercise.

Decide what you're going to measure.

Depending on the purpose of the video, that could include:

  • Video completion rate
  • Watch time
  • Click-through rate
  • Enquiries
  • Applications
  • Sales conversations
  • Event registrations
  • Training completion
  • Internal engagement
  • Website behaviour

Not every video needs a direct financial KPI.

But every important production should have some definition of success.

Otherwise, six months later, someone will ask:

"Did the video actually work?"

And nobody will have an answer.


The Pre-Hiring Checklist

Before you contact a video agency, make sure you can answer these questions:

Strategy

  • [ ] Why are we making this video?
  • [ ] What problem should it solve?
  • [ ] Who is the primary audience?
  • [ ] What should the viewer understand?
  • [ ] What should the viewer do afterwards?

Creative

  • [ ] What is the core message?
  • [ ] What tone should the video have?
  • [ ] Do we have examples of styles we like?
  • [ ] Are there brand guidelines to follow?

Distribution

  • [ ] Where will the video be published?
  • [ ] Do we need multiple aspect ratios?
  • [ ] Do we need short-form versions?
  • [ ] Do we need captions or subtitles?

Production

  • [ ] What locations are involved?
  • [ ] Who needs to appear on camera?
  • [ ] What equipment or specialist requirements might exist?
  • [ ] Are there permissions or legal restrictions?
  • [ ] What is the expected timeline?

Budget

  • [ ] What is our realistic budget range?
  • [ ] What deliverables are essential?
  • [ ] What costs might be additional?
  • [ ] How many revision rounds do we expect?

Approval

  • [ ] Who owns the project?
  • [ ] Who reviews the script?
  • [ ] Who reviews the first cut?
  • [ ] Who gives final approval?

Measurement

  • [ ] What does success look like?
  • [ ] Which metrics matter?
  • [ ] Where will we measure them?

You Don't Need Every Answer Before Calling an Agency

There's an important distinction here.

This checklist isn't designed to make you become a video producer before hiring one.

You don't need to know exactly which camera should be used.

You don't need to choose the lenses.

You don't need to understand colour grading.

You don't need to know how many lights should be on set.

That's the production team's job.

Your responsibility is to understand the business and communication problem.

A good production partner should be able to help you turn that problem into a practical creative and production plan.

The better your starting brief, the more useful that conversation becomes.


The Best Time to Hire an Agency Is After You Know the Problem

A video agency should not be the first step in your thinking.

The problem comes first.

Then the audience.

Then the message.

Then the distribution.

Then the production requirements.

Then the agency.

That order matters.

Because once you know what the video actually needs to accomplish, you're no longer comparing agencies based purely on impressive footage.

You're comparing their ability to help you solve a specific communication problem.

And that's a much better way to buy video production.

If you want to explore more practical thinking around planning and producing professional video, Title Productions' Insights is a useful place to continue.

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