I ran into a friend at the local post office. He asked me to speak with him about making a training video. Of course, I agreed. We met the next morning for coffee and he told me his idea. He is a first timer at this and my five-part opportunity quickly became apparent.
First, get a clear idea of his objective: make video recordings that will expand his existing mental health care practice. Second, outline ways his real-life success can be replicated in media for distribution. Third, tell him what the ideal crew and budget would be to achieve his objective, using familiar successes in the self-help industry. Fourth, answer his questions in clear and concise language.
We had a great conversation. My friend has a lot of charisma, experience and a wonderful manner. I can easily see how he gains the trust of his clients and facilitates their progress. Like most people, he had limited knowledge about effectively translating his face-to-face experience into a recording. My input assured him that much of that process can actually be conveyed via recording.
Fifth, now I wait to see if he hires me to help him achieve his objective.