YouTube Review to Trial Funnel, script, B-roll, end screens

TLDR

Publish one 8 to 10 minute review, one 3 minute mini, and one 60 second short. Lead with outcomes, show screens, add pricing math, then a clear CTA to trial plus verification for the bonus. Pin a comment, mirror the CTA in the description, and retarget viewers.

Goal

Turn review traffic into verified trials and paid plans while staying brand-safe and transparent.

What you set up

• One review video, 8 to 10 minutes, chapters and overlays
• One mini review, 3 minutes, for colder viewers
• One short, 60 seconds, hook and CTA only
• One landing page, verdict first, pricing math, bonus rules, CTA
• One KPI board, views, CTR on links, trials, paid, EPC, RPM

Funnel map

1. Viewer watches review
2. Clicks description link or pinned comment
3. Hits pricing or bonus LP, reads verdict and math
4. Starts trial, verifies, receives bonus and onboarding

Script templates

A) 8–10 minute full review

• Hook, 0:00–0:20, “If you want funnels, CRM, email and SMS in one place, here is what works, what does not, and what it costs monthly.”
• Proof, 0:20–0:45, show 2 quick anonymized results on screen.
• Who it is for and not for, 0:45–1:15, agencies, local services, coaches, not for heavy ecommerce.
• Core tour, 1:15–4:30, CRM, Pipelines, Funnels, Email, Automations, Conversations. 20 to 30 seconds each, click, build, preview.
• Pricing math, 4:30–5:30, show plan table and a “typical” line, 10k emails, 500 SMS per month, total per month.
• Setup path, 5:30–6:30, 5 steps, import contacts, connect domain, auth email, publish one funnel, test automation.
• Bonus stack, 6:30–7:15, 3 to 5 items, delivered after verification.
• Objections, 7:15–8:15, migration fear, learning curve, support boundaries.
• CTA, 8:15–8:45, “Start the trial, verify, get the bonus, checklist inside.”
• Close, 8:45–9:30, “Chapters and links below, comment if you need the niche snapshot.”

B) 3 minute mini

• Hook, what it replaces and monthly total
• 3 features in 60 seconds with screen taps
• Bonus in one line
• CTA, start trial, verify, checklist inside

C) 60 second short

• Hook, “All-in-one CRM and funnels in one login”
• One quick win clip, publish a funnel, test a form
• CTA overlay with emoji arrow to description

B-roll and screen capture checklist

• Pipeline drag and drop, 2 shots
• Funnel page publish, 2 shots
• Form submit to automation firing, 1 shot
• Conversations inbox, unified threads, 1 shot
• Email builder preview, 1 shot
• Calendar connect, 1 shot
• Reviews widget, 1 shot
• Reporting snapshot, 1 shot
• Mouse-click sounds muted, cursor visible, 125 percent zoom for readability

On-screen overlays

• Verdict bars, “Best for agencies and local services”
• Pricing math strip, “Typical month, 10k emails, 500 SMS”
• Steps, “Start trial, verify, get bonus, 7-day setup”
• Lower-thirds, “Independent review, affiliate disclosure in description”

Description template

• First line, verdict and CTA, “Pricing, plans and bonus details, see first section below.”
• Summary, 2 to 3 lines on who it helps and who it does not.
• Chapters, minute stamps aligned to script.
• Disclosure, “Independent review. If you purchase via my link I may earn a commission. No earnings claims.”
• Link labels, “Pricing and plans”, “Bonus details”, “Migration checklist”.
• UTM and subIDs on every link, utm_source=youtube, utm_medium=video, utm_campaign=review, utm_content={videoid}, subid1={title_variant}, subid2={hook}, subid3={thumb_id}.

Pinned comment

• One sentence verdict, one sentence CTA, one link with the same UTM set.
• Ask a question, “Which feature do you care about, automations or inbox?” to boost replies.

Cards and end screens

• Card at 1:30 to pricing and plans
• Card at 5:30 to migration checklist
• End screen, left, “Pricing and bonus” LP, right, “Mini review” video, bottom, Subscribe

Thumbnail rules

• Face or clear UI close-up, 1 big word, “PRICING” or “SETUP”
• Strong contrast, no tiny text, no clutter
• Test 2 variants, swap the underperformer after 48 hours

Retention beats to hit

• Hook promise before 0:15
• First UI demo before 1:30
• New visual every 7 to 10 seconds
• Mid-roll CTA at 4:00
• Answer a common objection at 7:00

Landing page alignment

• H1 mirrors the video title’s promise
• Verdict bar above the fold
• Pricing math block with typical volumes
• Bonus summary with verification rule
• How it works and FAQ, then CTA

Tracking and KPIs

• CTR on description and pinned comment, 2 to 6 percent
• LP CTR to trial, 12 to 20 percent on engaged traffic
• Trial to paid, 25 percent plus with bonus and onboarding
• RPM per 1,000 views and EPC by video, title, and thumb variant
• 7-day and 30-day cohorts by source, YouTube organic vs suggested

Retargeting audiences

• Video viewers at 25 and 50 percent
• LP visitors without trial event
• Commenters and likers for Community post follow-ups

Automation blueprint in GoHighLevel

• Webhook captures utm_* and subid_* on first hit, writes to contact
• If trial started, apply trial tag and route to the 7, 14 or 30-day email track
• If verified paid, apply verified_buyer, deliver bonus vault, start 7-day setup emails
• If 72 hours idle during trial, send a short SMS nudge, “Need a hand connecting domain or calendar?”

Compliance and brand safety

• In the video and description, use nominative use only, “HighLevel” as a product name in context, no impersonation, no “official” language
• Affiliate disclosure near the top of the description and visible on screen once
• No earnings claims, keep examples measurable and realistic
• If policy updates arrive, update title, description, and LP to match

Testing plan

• Titles, outcome vs feature, for example, “Replace 4 tools and save per month” vs “CRM, funnels and automations in one”
• Hooks, proof first vs setup first
• Thumbnails, face vs UI close-up
• CTAs, “Start trial” vs “See pricing and plans”
• Chapters, move pricing earlier vs later

Troubleshooting

• Views but low CTR to LP, put a link in the first line, tighten the pinned comment, add a mid-roll card
• Clicks but low trials, move LP CTA higher, add proof row, simplify bonus copy
• Trials but low paid, cut to 2 strongest bonuses and schedule a setup call within 72 hours
• Weak retention, shorten feature demos, add zooms and captions, cut dead air

CTA blocks to paste

• On screen, “Start trial, then verify to unlock the bonus”
• In description, “Pricing and plans” and “Bonus details” labeled clearly
• In pinned comment, “Your next step, start the trial here”

FAQ

How long should the main review be
Eight to ten minutes is a sweet spot. Enough time for features, pricing math and a clear CTA without bloat.

Can I say “HighLevel” in the video
Yes, as nominative use in editorial content. Do not impersonate the brand. Keep disclosure clear and avoid “official” wording.

Do I need a short too
Yes. Shorts boost discovery. Use a tight hook and a single CTA pointing to the full review or the LP.

What metrics matter most
Link CTR, trials, paid, and RPM. Views and likes help reach, but revenue tells you what to scale.

Where should links live
First line of the description, pinned comment, two cards, and the end screen. Keep labels clear.