The 5 most important things you need to know to run your own YouTube channel

YouTube? Are you serious? Yes, I am! If you are an entrepreneur looking to grow your firm, you might want to consider starting your own YouTube channel for lead generation.

YouTube, by far, has become the #1 way people say they found our firm. In fact, YouTube has the highest usage rate among social media platforms by video marketers (more than TikTok and Instagram!), and it’s where marketers will invest the most in this year, according to HubSpot Blog research. If you’ve never considered having a YouTube channel, I highly recommend this as an effective strategy for generating new clients.

While it’s easy to look at other successful YouTubers and feel like this will be a daunting task, you don’t have to compete. But you can successfully get people to call you for your services by showing the world what you know.

Show them what you know!

Don’t be afraid to tell all your secrets. I encourage you to do just that. Showing what you know lets the viewer realize that you know your “stuff.” And by “stuff,” I mean you are an expert in your field. Let’s face it; We don’t learn all that we know by watching a few YouTube videos. Many of us take years to master our chosen field of expertise.

Here are the five most important things you need to know to get going quickly with your own YouTube Channel and maximize your exposure to land more clients.

#1 Find your audience

Who are you trying to help? Visualize that person or group. What pain points do you think you can solve for the potential client? Be clear about who you are speaking to from the very beginning. Once you know your audience, search YouTube for your competitors. See what they are doing from a high level. What appeals to you? What doesn’t?

#2 Find your purpose

What is the purpose of the YouTube channel for your viewers? What will they learn by watching? Determining your goal will set you up for a successful YouTube channel, and attract followers and leads.

Here is an example of my purpose: “To educate attorneys on best practices around their accounting and bookkeeping.

I wasn’t always that clear—and pivoted over the years. Finding my niche and drilling down on the legal industry has helped me remain steadfast and focused. But in the same respect, don’t get too hung up on “purpose.” You can make shifts as your business evolves. But if you can find your purpose right away, you can build a solid following.

#3 Research your audience

Researching your audience may seem like an obvious statement and your purpose. However, stepping into the client’s shoes is imperative. Listen to podcasts that your prospective clients would listen to, and understand what your client is experiencing and where they struggle. It will help you write blog posts and create the accompanying YouTube video.

Another great resource is It’s a free website; enter the topic you are thinking about and it will give you the article title. For example, I constantly write about trust accounting. Here are my results:

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#4 YouTube channel customization

It’s essential to set up your channel in a way that grabs your potential client’s attention. As you know, YouTube is a hectic space. You want something basic for the overall background picture, and remember to add your social links to that header photo. You can see what I have on my YouTube channel in the image below. It’s straightforward. Many people watch YouTube on their phones, so you don’t want a busy background. I used Canva as a resource to get the right-sized picture and a template that I customized. Canva is also free, but it is only $9.95/month and well worth the value if you select the paid version.

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Record a video to let everyone know what your channel is all about. A welcome video is a step that I failed to add to my site until only recently. I didn’t know what to say. See my welcome video below. I created this short video so that people could find my channel, learn a bit about me and my credentials, and understand my channel’s purpose.

#5 – Create thumbnails

You want great eye-catching thumbnails. That’s another tip I learned over the years. I was creating different ones for different videos, figuring I could grab my viewer’s attention. Here’s an example of my page’s appearance before I learned the power of a great thumbnail. For my firm, because of my audience, I want to impress my viewer with a beautifully laid out page that looks professional and consistent.

Do thumbnails with faces get more views?

On average, thumbnails that feature stills from the video or images get 1.7 million views, compared to thumbnails with animation, which average 1.4 million views … and 72 percent of the most popular thumbnails include a face and get 921,000 more views, on average, than thumbnails without faces.

It is highly recommended that you add a person to the thumbnail, especially if that person is a picture of you.

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Did you know that you can add metadata inside the thumbnail and video itself if you have a Mac? Adding extra metadata helps boost your videos. Just create the YouTube thumbnail on Canva and then download it. Right-click, edit the thumbnail, add the details of tags in the comment section, and the same description as you have on the YouTube video itself. Be sure to name it the same name as the video itself.

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I hope these five tips help you set up a successful YouTube channel. It takes time to grow an audience and get recognized. But YouTube is owned by Google, so the more uploaded videos, the more you’ll get search engine optimization, and the more our clients can find us. The more they see us, the more leads we generate.

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