Why Creating a Post-Production Checklist for SaaS Videos is a Good Idea

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Rishabh Pugalia

June 12, 2024


Visual content created with high production values makes for a pleasurable viewing experience. But did you know about the factors one needs to pay attention to create such content?

Before posting any visual content, one must make sure that all the factors we are about to discuss today are taken into account. This is where a post-production checklist comes in handy.

The discussion is not limited to just videos but also to any type of visual content. We will talk about what should be included on your post-production checklist to make sure your content looks polished and reflects the care and effort you put into creating them.

A typical video production process

Let’s look at the five stages of video production to get a better understanding of the importance of the post-production stage in the video-making process:

Stage Main Activities
Development Scriptwriting based on customer inputs, project needs
Pre-production Assigning Account managers and resources to the project
Production Video production based on the script
Post-production Editing raw footage to make it distribution-ready
Distribution Promotion on relevant channels based on business needs
    Add a header to begin generating the table of contents

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

    What is the post-production stage, and why it is a critical phase of video production?

    Post-production is the important process of editing and enhancing the quality of a video and audio recording. It should not be looked at as an afterthought, but rather as an integral step in the video creation process.

    The post-production stage helps you:

    • Make sure you have included all the necessary details in the content to give your video its final shape.
    • Consistently meet and maintain the highest product standards.
    • Save time and money by ensuring there are no unnecessary revisions due to miscommunication.
    • Get the best work out of both professionals and beginners in your content production team.

    What steps does a post-production checklist outline?

    A video post-production checklist is a list of tasks that need to be followed once you complete the production of a video to ensure you meet quality standards. This document:

    • Helps video creators to keep track of all the production details.
    • Outlines steps to create a polished product that meets standards.
    • Provides instructions related to editing, color correction, and effects.
    • Helps creators stay on track, stay organized, and stay true to the editing process.
    • Provides a template to follow to all content creators, including bloggers, vloggers, and businesses.

    Mind you, this guide is not meant to be a replacement for the standard post-production checklists. It is more like a set of guidelines that you can tailor to suit your specific needs.

    We know how to sell your story using your product UI

    What are the principal benefits of a post-production checklist?

    A typical post-production checklist template includes sections for graphics and visuals, editing, adding music and sound effects, and subtitling and can be customized to suit your needs.

    It is designed to enable you to easily navigate through their post-production workflow. It includes sections for graphics and visuals, editing, adding music and sound effects, adding titles and captions, exporting and uploading video files, and more.

    It outlines the steps you need to follow during the post-production stage to ensure consistent quality. The benefits of using a post-production checklist include:

    • Ensuring quality and consistency of the final product.
    • Giving video editors more time to spend on creative aspects of editing.
    • Providing stakeholders with a chance to provide feedback.
    • Making sure all the necessary information has been included in the video.

    Why should you create and follow your post-production checklist?

    It is important to have an organized list of tasks and steps that must be completed one after the other in order to create good quality video content. Do you need to have your list?

    There are many reasons why you might want to create your post-production checklist template. Maybe you’re working on a project with a tight budget or one that requires more than just one person to handle. Whatever the case may be, creating your checklist template is useful.

    A post-production checklist typically includes checks for the following processes:

    • Creating timecodes for every shot.
    • Reviewing footage for errors or mistakes.
    • Checking the audio levels.
    • Adding smooth transitions between scenes.
    • Adding music, sound effects, and voiceover.

    An example video from Ironscales

    We think it is a good time to feature one of our explainer videos to showcase what a well-made explainer video should look like. Here is an example we created for Ironscales.

    Making a video for B2B & SaaS products needs a different mindset.

    An overview of the post-production process

    During the post-production stage, you are organizing your content in a way that will help you to tell the story by editing the content and adding visual assets. Following a basic checklist can ensure that your final product is ready for consumption.

    The purpose here is to piece together the raw material to tell a coherent story by adding:

    • Audio, voice narration, or both.
    • Graphics, animations, special effects, brand assets.
    • Transitions, color correction, and saturation.

    So let us go through the process, step-by-step:

    Step 1: Edit the video

    Things to consider when editing a video for a SaaS platform include:

    • Making sure the video is properly formatted for the platform.
    • Ensuring that all audio and video files are in sync.
    • Choosing the right music for the video.
    • Editing out any extraneous noise or footage.
    • Cropping and straightening photos and videos.
    • Fixing color issues.
    • Adding titles and credits.

    Editing is an important phase of video production because it is largely responsible for shaping the final product.

    While creating a polished video may appear challenging, it can be accomplished with a bit of planning and preparation. Here are some tips to help you get started:

    • First, make sure unnecessary or noisy footage is removed, as it can disrupt the flow of the video and make it difficult for viewers to follow.
    • Next, remove any footage that is irrelevant to the story being told.
    • Lastly, thoroughly examine the content and remove any offensive or inappropriate language. This step is often missed either because of oversight or incomplete knowledge about the market or culture your video is catering to. However, getting this aspect right will delight your overseas customers because it will protect them against negative publicity and potentially, expensive lawsuits.

    Paying attention to detail creates a positive impression about your business and may result in valuable word-of-mouth referrals.

    Step 2: Add music and sound effects

    Sound is an important part of a video, and it is important to make sure that all sound effects and music are properly edited and mixed to improve the overall audio quality.

    • They help create a more immersive experience for viewers, and it will make it easier for them to understand the narrative.
    • They make your SaaS videos look more polished and entertaining. There are a variety of music and sound effects services available online, and it is easy to find what you are looking for. Use only licensed music and sound effects.

    Step 3: Add Text and Graphics

    Adding high-quality graphics and helpful text to a video can add a touch of personality to the video and help create a polished final product. However, pay attention to copyright laws when you use graphics and text. These assets will:

    • Improve the quality of your video. For example, you could add subtitles to help people who don’t speak English or add graphical elements to help highlight key points in your video.
    • Help you highlight key points in your video. Popular tools include Adobe Photoshop and Illustrator, but there are many free and open-source options available.

    Step 4: Distributing the content

    Create a title and description for the video and export the video to a file format that can be shared online. After creating the video, it is important to export it in a format that will be compatible with your distribution platform.

    Choose an export option that best suits your needs. Common export options include exporting the video as an MP4 file, exporting the video as a YouTube file, exporting the video as a Twitch file, or exporting the video as a Facebook Live file.

    Share the video on social media platforms and also submit it to online video content directories. It is important to choose the right option for your distribution platform, as each platform has specific features and limitations of its own.

    After exporting the video, test it to make sure that it works properly on your distribution platform.

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

    An example video from Peoplevine

    Let’s now have a look at a Product marketing video we created for Peoplevine.

    Making a video for B2B & SaaS products needs a different mindset.

    Useful post-production tools

    Making a video is hard work. You need to spend hours or even days to produce content, and even more, time trying to make it look good. However, some tools that can help you make your video look amazing with minimal effort and save time and energy!

    For example, Final Cut Pro and Adobe Premiere Pro are NLEs you can use to carry out different post-production processes in any order and with more flexibility:

    Tool Details Functions
    Final Cut Pro A non-linear editor (NLE) Multiple video and visual editing support
    Apple Logic Pro X Available for windows Sound mixing and editing
    Adobe Audition A professional audio workstation Create, mix, and design sound effects
    Adobe Premiere Pro A non-linear editor (NLE) Editing video, audio, graphics, color correction tools
    DaVinci Resolve Free version is available Color grading

    Note: A non-linear editor (NLE) gives you the flexibility to manage different post-production processes in any order. Are you a beginner at editing videos? When it comes to easy-to-use video editors, FlexClip is a good choice.

    More factors that deserve your attention

    Listed below is a checklist of important factors you need to consider before you publish your content.

    • Recording: Use a quality sound recorder to capture sound and make sure your footage is shot in HD.
    • Exporting videos in the right format: Export the videos for website or social media use using a format that works well on the intended platform. Some popular formats include MP4, AVI, and WMV.
    • Adding copyright or trademark information: This will help to make sure the video does not violate any other parties’ rights.
    • Platform-specific picture optimization: Adjust brightness, contrast, and color levels by taking into account the specific needs of the video format and platform.
    • Include closed captioning: Make the video accessible to a wider audience.
    • Test on multiple devices and browsers: This will make sure your final product looks great on all devices, including mobile devices, tablets, laptops, and desktop browsers.
    • Test on multiple networks and locations: This will ensure that your video can be viewed anywhere.
    • Edit titles and descriptions: Make sure the titles and descriptions are accurate and reflect the content of the video. Titles and descriptions can be changed after the video has been created, but it is best to do this early on in the process to avoid any confusion.
    • SEO optimization: Use keyword-rich titles and scripts that are well-written and easy to follow so you appear easily in searches.
    • Shoot the video in the correct format: SaaS videos are typically shot in a QuickTime or MOV format. Use the appropriate format to ensure it can be easily converted to the desired format and the video looks and plays correctly on all devices.
    • Encode right with a suitable codec: Make sure to correctly encode the video so that it can be played on various devices. Popular codecs include H.264, MPEG-4, and AVC.
    • Create a master copy of the video and make sure it’s ready to be shared online: The master copy should be ready to be shared online so that viewers can easily find and watch the video.
    • Protect the video against copyright infringement: Use appropriate encoding and compression techniques to protect your content.


    As we wrap up, here is a final reminder to make sure that you’ve got the basics right!

    Stage Main Activities
    Audio Correct volume levels and synchronized text and narration
    Music Non-interfering, client approved, copyright-checked
    Color scheme Consistent with the brand
    Transitions Smooth and seamless storytelling
    Package Add logos, title screen, closed-captioning, video transcript, credits
    Proofreading Text content is spell- and grammar-checked
    Final review and approval Reviewed by team and approved by clients

    Drawing from our experience of creating video production for top SaaS companies in the world, we suggest that you keep the following high-level checklist in mind to make sure your videos:

    • High on production values.
    • Capture and retain viewers’ attention.
    • Provide an enjoyable user experience.

    Last but not least, make sure you have understood the customer requirements and are confident of meeting the expectations.

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

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