Recording plan
0 of 145 lessons have a video. The scripts add up to about 322:20 of video (minutes:seconds). Start with Test a lesson and Record a lesson's video.
Recording standards
- One lesson, one video
- Record exactly the steps in the lesson's Video script tab, in order. If a step does not match the app, stop and report it.
- Made-up data only
- Use a test login. No real customer names, phone numbers, email addresses, payments or client websites on screen.
- Clean screen
- Computer lessons: a 1920 by 1080 browser window at 100% zoom, bookmarks bar and other tabs hidden, notifications off. Phone lessons: record the phone upright.
- Slow and steady
- Move the pointer slowly, pause one second before each click, and hold each result on screen until the row's "Hold until you see" is visible.
- Say what is on screen
- Read button and field names exactly as the app shows them. Do not promise results such as rankings or sales.
- Export and upload
- MP4 at 1080p. Title the YouTube video with the lesson title, put the lesson's address on the first line of the description, and add captions.
Module 1: Getting started
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| What ItzSEO is and how it is organised | Owner | 7 | 2:46 | To record |
| Find your way around the screen | Owner | 9 | 3:39 | To record |
| Create your first project | Owner | 8 | 2:23 | To record |
| Connect Google Search Console to a project | Owner | 7 | 2:11 | To record |
| Invite a teammate or a client to a project | Owner | 8 | 2:30 | To record |
| Put ItzSEO on your phone's home screen | No login | 6 | 1:56 | To record |
| Connect Google Analytics to a project | Owner | 6 | 1:25 | To record |
Module 2: Lead funnels and selling websites
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Create a lead funnel | Owner | 9 | 2:39 | To record |
| Share a funnel or put it on a website | Owner | 7 | 2:24 | To record |
| Set the prices and decide what happens to each lead | Owner | 9 | 2:51 | To record |
| Connect Razorpay or Stripe so you get paid | Owner | 9 | 2:46 | To record |
| Let leads build their own website | Owner | 8 | 2:28 | To record |
| Follow each lead in the Revenue inbox | Owner | 8 | 2:57 | To record |
| See every self-build lead by stage | Owner | 7 | 2:19 | To record |
| Explain the price and the free trial to a lead | No login | 7 | 2:44 | To record |
| Help a lead who is stuck | Owner | 7 | 2:40 | To record |
Module 3: Build your own website
Module 4: SEO tools
Module 5: Content and websites
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Generate an article from a keyword | Owner | 8 | 2:07 | To record |
| Edit an article and export it | Owner | 7 | 1:57 | To record |
| Get the client's approval on an article | Owner | 7 | 1:46 | To record |
| Publish an article to a website | Owner | 9 | 3:06 | To record |
| Create a website with Web Design | Owner | 8 | 2:30 | To record |
| Edit a website in the workbench | Owner | 8 | 2:27 | To record |
| Publish a website and connect a domain | Owner | 8 | 2:11 | To record |
| Import an article you already wrote | Owner | 7 | 1:43 | To record |
| Connect a WordPress site for one-click publishing | Owner | 7 | 2:02 | To record |
| Add a form to a website you built | Owner | 10 | 3:16 | To record |
| Lock a website preview until the client pays an advance | Owner | 8 | 2:40 | To record |
| Edit a website's code directly | Owner | 8 | 2:52 | To record |
Module 6: Contacts, inbox, forms and booking
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Add a contact and find it again | Owner | 9 | 2:28 | To record |
| Import contacts from a spreadsheet | Owner | 8 | 2:16 | To record |
| Work a contact: log calls, set the next step, promote to client | Owner | 8 | 2:25 | To record |
| Set up a payment schedule with reminders | Owner | 8 | 2:17 | To record |
| Move deals through the pipeline board | Owner | 8 | 2:04 | To record |
| Read the Revenue page | Owner | 7 | 1:51 | To record |
| Use the Messages inbox | Owner | 8 | 2:11 | To record |
| Start a group chat, a client chat or a text message | Owner | 7 | 2:12 | To record |
| Create a lead form | Owner | 9 | 2:23 | To record |
| Share a form and decide what happens to each submission | Owner | 8 | 2:26 | To record |
| Create a booking page | Owner | 9 | 2:34 | To record |
| Put a live chat bubble on a website | Owner | 10 | 3:10 | To record |
| Keep track of things with reminders | Owner | 8 | 2:15 | To record |
| Call someone from a chat | Owner | 7 | 1:58 | To record |
| Bring Facebook Messenger and WhatsApp chats into your inbox | Owner | 7 | 2:06 | To record |
Module 7: Marketing and automation
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Get ready to send email: sender identity and a mailing list | Owner | 7 | 2:12 | To record |
| Send an email campaign | Owner | 9 | 2:28 | To record |
| Send a text message campaign | Owner | 8 | 2:21 | To record |
| Create an outreach sequence | Owner | 8 | 2:11 | To record |
| Plan and schedule social media posts | Owner | 9 | 2:29 | To record |
| Automate a follow-up with a workflow | Owner | 8 | 2:46 | To record |
| Set up AI phone calling | Owner | 7 | 1:48 | To record |
| Generate an image for a post or a page | Owner | 7 | 1:53 | To record |
| Make on-brand social graphics | Owner | 8 | 2:12 | To record |
| Stop a workflow from messaging people too often | Owner | 8 | 2:42 | To record |
| Build an automatic email journey | Owner | 8 | 2:14 | To record |
| Build a segment of contacts | Owner | 7 | 1:59 | To record |
| Connect Meta Ads to see ad results in a project | Owner | 6 | 1:36 | To record |
Module 8: Client work and the client portal
Module 9: Team, attendance and payroll
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Clock in, take breaks and clock out | Team member | 8 | 1:59 | To record |
| Check your attendance for the month | Team member | 6 | 1:36 | To record |
| Apply for leave | Team member | 8 | 2:05 | To record |
| Track your overtime and find your payslips | Team member | 6 | 1:26 | To record |
| Read your scoreboard | Team member | 7 | 2:00 | To record |
| Organise your team into departments | Owner | 7 | 1:47 | To record |
| See who is working today and approve leave and overtime | HR or owner | 8 | 2:22 | To record |
| Run payroll and release payslips | HR or owner | 9 | 2:18 | To record |
| See who is overloaded | Owner | 8 | 2:26 | To record |
| Set up HR for your workspace | Owner | 6 | 1:35 | To record |
| Set holidays and working hours | HR or owner | 8 | 2:07 | To record |
| Set minimum hours and shortfall rules | HR or owner | 7 | 2:00 | To record |
| Download HR reports | HR or owner | 8 | 2:18 | To record |
| Read the department leaderboard | No login | 7 | 1:42 | To record |
| Create and manage departments | Owner | 8 | 2:06 | To record |
Module 10: Store, accounting, courses and community
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Set up an online store and its products | Owner | 8 | 2:07 | To record |
| Record sales, purchases, expenses and payments | Owner | 8 | 2:04 | To record |
| Create an online course | Owner | 9 | 2:21 | To record |
| Record a meeting and get a summary | Owner | 7 | 2:07 | To record |
| Fulfil, refund and cancel store orders | Owner | 8 | 2:24 | To record |
| Offer discount codes and manage product reviews | Owner | 7 | 1:49 | To record |
| Read your financial reports | Owner | 7 | 1:48 | To record |
| Set up your course's page, coupons and live sessions | Owner | 7 | 2:06 | To record |
| Take a course and get your certificate | No login | 8 | 2:16 | To record |
| Use the community feed | No login | 7 | 1:43 | To record |
Module 11: The AI assistant and settings
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Ask the ItzSEO AI assistant to do things for you | Owner | 7 | 2:04 | To record |
| Put your agency's name, logo and colour on everything clients see | Owner | 7 | 2:02 | To record |
| Save your services and add your own contact fields | Owner | 7 | 1:53 | To record |
| Teach the website chat assistant your answers | Owner | 6 | 1:42 | To record |
| Choose which notifications you get | No login | 7 | 1:53 | To record |
| Manage your plan, billing and credits | Owner | 7 | 1:52 | To record |
| Create an API token for another system | Owner | 8 | 2:09 | To record |
| Give a freelancer or agency access to your whole account | Owner | 7 | 1:55 | To record |
| Set up your public profile and your brand page | Owner | 7 | 1:55 | To record |
| Connect Google Calendar and Zoom | Owner | 6 | 1:26 | To record |
| Switch workspace features on or off | Owner | 5 | 1:23 | To record |
| Rename, archive, move or delete a project | Owner | 8 | 2:23 | To record |
Module 12: For testers and video producers
| Lesson | Record as | Shots | Script length | Video |
|---|---|---|---|---|
| Test a lesson against the app | No login | 7 | 2:11 | To record |
| Record a lesson's video | No login | 8 | 2:35 | To record |
| Attach a video to a lesson | Platform admin | 7 | 1:50 | To record |