# Who this checklist is for
This framework targets marketing directors and content operations leaders producing ten or more videos per month across multiple formats. If you're sourcing a one-off editor, you can use a lighter version of the checklist, but the same core criteria still apply.
# The problem this avoids
Many teams pick a vendor after viewing a showreel and getting a few quotes, then end up managing deadline escalations, revision disputes, or footage that doesn't match brand guidelines. Those failures are usually caused by mismatches in volume, format, SLAs, or contract terms.
# The six stages, at a glance
- 1Map your video output requirements. 2. Match pricing models to your cadence. 3. Verify core capabilities and portfolio depth. 4. Score reliability, revisions, and communication. 5. Review contracts, IP rights, and file-handoff standards. 6. Run a paid trial and grade the results.
# Stage 1: Map your output requirements
Start with numbers: current monthly video count by format based on the trailing 90 days, not estimates. Include repurposed clips — teams commonly undercount by 30–40%. List projected 12‑month growth, peak periods, platform aspect ratios, and a realistic distribution of turnaround needs (urgent vs. routine). This becomes a primary filter for vendors.
# Stage 2: Align pricing to cadence
Services are staffed and priced around output profiles. If you claim 24-hour SLAs but usually work with 72-hour cycles, you'll pay for premium capacity you don't use. Understating needs will cause delivery failures during peaks. Use your documented SLA distribution to identify appropriate pricing tiers and avoid surprises.
# Stage 3: Verify capabilities and portfolio depth
Match vendor skills to your format mix. Long-form documentary editing, short-form social snappy cuts, motion graphics for demos, and cinematic color grading require different tooling and teams. Review portfolio examples that match your exact formats and ask for process descriptions for motion design, audio mixes, and color workflows.
# Stage 4: Score reliability and communication
# Stage 5: Contract, IP, and file-handoff
# Stage 6: Run a paid trial
Design a structured paid trial that tests technical skill, creative judgment, and communication under realistic conditions. Score the trial against the checklist and only proceed if the vendor meets your pass threshold. This reduces the cost of switching later.
# Practical timeline and outcome
The full evaluation typically takes four to six hours spread across two weeks. The output is a ranked shortlist with documented reasoning and scores for each stage, not a gut pick. That documentation makes onboarding and future audits faster.
# Final note