Appendix B: Quick-Reference Cards
Condensed one-page references for the most frequently needed frameworks. Print and keep near your editing setup, or save to your phone.
Card 1: The Five Pre-Publish Ethics Questions
Before posting any video, ask:
1. FACT CHECK Is everything I present as fact actually verifiable? If not → label clearly as opinion, estimate, or speculation
2. FAIRNESS Would the people I mention in this video feel fairly represented? Not necessarily agree with me — but feel their perspective was considered?
3. DISCLOSURE Am I disclosing everything a viewer would want to know about my relationship to this content? (Sponsorships, conflicts of interest, personal stakes)
4. HARM Is anyone likely to be harmed by this content in a way I haven't considered? (Individuals mentioned, communities represented, young viewers)
5. INTEGRITY Am I proud of how I'm doing this? Not whether the content is good — whether the approach reflects the creator I want to be.
Card 2: Hook Types Quick Reference
| Hook Type | Formula | Best For |
|---|---|---|
| Question | Open a question with high stakes | Educational, mystery |
| Contrast | "Before vs. After" with stakes | Transformation, improvement |
| In medias res | Start in the middle of action | Story, vlog, adventure |
| Bold claim | Make a surprising, defensible assertion | Commentary, opinion |
| Demonstration | Show the result or technique first | Tutorial, skill |
| Problem statement | Speak directly to viewer's pain | Educational, advice |
Universal first-15-second rule: Establish your hook AND give the viewer a reason to believe you can deliver it.
Card 3: Analytics Dashboard — What to Check and Why
| Metric | Where to Find | What It Tells You | Action Threshold |
|---|---|---|---|
| Audience retention % | YouTube Studio → Videos → Analytics | Overall watchability | Below 40% for 10-min video → review hook and pacing |
| Retention curve shape | YouTube Studio → Videos → Audience retention | Where viewers leave | Big drops → diagnose that specific moment |
| CTR | YouTube Studio → Reach | Packaging effectiveness | Below 2% → redesign thumbnail or title |
| Share rate | Analytics → Engagement | Spread potential | Compare to your own average; high share = high social currency |
| Save rate | Analytics → Engagement | Repeat-value content | High save = viewer wants to return; strong for evergreen |
| Growth Score | Calculate manually | Overall channel health | (Share Rate × 2.0) + (Save Rate × 1.5) + Engagement Rate |
Check frequency: Once per day, in the evening. Not first thing in the morning.
Card 4: The Brand Deal CPM Quick Calculator
Step 1: Note your average views per video (last 8 videos) Average views: ____
Step 2: Find your niche CPM range - Finance/business: $50–$100+ - Tech/gaming: $25–$50 - Health/wellness: $30–$60 - Beauty/fashion: $15–$35 - General entertainment: $20–$40 Your niche CPM: $____
Step 3: Calculate base integration price Average views ÷ 1,000 × CPM = Base price _ ÷ 1,000 × _ = $____
Step 4: Adjust - High engagement rate (>3%): +10-20% - Dedicated video (not just integration): ×3-4 - Exclusivity requested: Charge more, not less - Free product only offer: This is not a brand deal
Your calculated rate for 60-second integration: $____
Card 5: STEPPS Share Trigger Checklist
Before publishing, check your content against Berger's framework:
S — Social Currency □ Does sharing this make the sharer look smart, funny, interesting, or informed? □ Is there something "insider" or exclusive about knowing this?
T — Triggers □ Is this connected to something people encounter regularly? □ Will viewers be reminded of this video in their daily life?
E — Emotion □ Does this activate a high-arousal emotion? (Awe, humor, surprise, anger — not contentment) □ Is the emotional content authentic, not manufactured?
P — Public □ Is the sharing behavior visible? (Sharing publicly vs. in a private DM) □ Is there social signaling value in the public share?
P — Practical Value □ Does this contain genuinely useful information someone would want to save or share with a specific person?
S — Stories □ Is information embedded in a story rather than stated as fact? □ Does the narrative have transferable moral or lesson?
Rule of thumb: Content that activates 3+ STEPPS simultaneously will typically outshare content that activates 1-2.
Card 6: Thumbnail Design Checklist
Elements: □ Face present (if appropriate to content) — faces increase CTR □ Face looking toward text or into camera — not out of frame □ Strong emotional expression readable at small size □ Contrast: Subject stands out against background (light vs. dark, or opposite color) □ Text (if used): 3–5 words max, large enough to read at thumbnail size □ Color: Consistent with your channel palette
What to avoid: □ Cluttered (too many elements) □ Text that duplicates the title exactly □ Expression: Neutral or bored □ Color: Blends into feed background □ Same composition as your last 5 thumbnails
Quick test: View at 1/4 screen size. Is it still clear? Is the emotion still readable?
Card 7: Validation Dependence Self-Assessment
Rate yourself monthly (1 = not at all, 10 = extremely):
Behavioral indicators: - My mood on any given day is heavily influenced by how my last video performed: ___ - I check analytics more than once per day: ___ - I feel genuinely inadequate when I see other creators outperforming me: ___ - I post content I'm not proud of because I'm worried about consistency: ___ - I struggle to enjoy time away from content creation: ___
Interpretation: - Scores mostly 1-3: Healthy relationship with metrics - Scores mostly 4-6: Some dependency patterns worth monitoring - Multiple scores 7+: Address validation dependence proactively
If addressing it: 1. Delete or restrict analytics app from phone 2. Check analytics: once per day, set time only, on laptop 3. Develop and maintain intrinsic measures (craft growth, community depth, creative satisfaction) 4. Tell someone you trust what you're working on
Card 8: Outreach Template
For collaboration requests to creators of comparable size
Hi [Name],
[One specific compliment that proves you've watched their content — not "love your videos," something specific about a particular video or element]
My channel covers [X] for [specific audience type], and I think [specific shared value or interest] is where our audiences really overlap.
[One sentence: the specific, low-commitment proposal — "I thought a duet/collab on [specific topic] might be interesting," not "we should do a big project together"]
No pressure at all — just wanted to plant the seed.
[Your name] [Your channel link]
Follow-up: One message after two weeks if no response. Then let it go.
What not to include: Your subscriber count as a main pitch; anything that makes it about what you'd gain; a request to make it happen this week.