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  • Writer's pictureChristina Tsiripidou

How to Set Up a YouTube Account for Your B2B SaaS Business [+ PDF Checklist]

From Zero to YouTube Hero: Tips for Setting Up a Successful B2B SaaS YouTube Channel

How to Set Up a YouTube Account for Your B2B SaaS Business

YouTube is a powerful tool for B2B SaaS companies to gain free, targeted, and organic traffic. However, to achieve success on YouTube, you need to optimize your channel for growth. Here's a step-by-step checklist to help you do just that.


Content / Checklist

Decide the name of your channel

Create your YouTube channel

Verify your YouTube channel

Create a subscription link

Brand your channel

Add your website & social links

Add channel keywords

Fill your About section

Add watermark to your videos

Create playlists

Create a channel trailer

Use custom thumbnails

Promote your channel

Frequently Asked Questions (FAQs)

About me

Decide the name of your channel

As a SaaS company or any company for that matter it probably makes sense to use the brand name, the same one that you use on your other social media channels that make your brand easily recognisable.

As YouTube is a social channel, there is a belief that people prefer to interact with non-branded channels. Examples of Hubspot, and Ahref show otherwise. However, if you would like to experiment with a personal channel, i.e. channel of the founder, you can do that too, always referencing your SaaS offer. If you change your mind in the future, you can change your channel name.

Both the brand and the founder's personal channel can serve the purpose of providing educational content. YouTube is a search engine after all. So as long as you create written content, you may want to consider visual and audio content as well to increase reach to your relevant audience.

Create your YouTube channel

You need a Google account before you can create a new YouTube Channel. So, if you do not have one, head over to to create one. Once you've got your Google account, login to to get started.

Verify your YouTube channel

In order to access certain features of YouTube, you need to ensure that your account is verified. To verify your channel, you’ll be asked to enter a phone number. Google will send a verification code by text or voice call to that phone number. The tick on verified channels will appear when your channel exceeds the 100K subscriber mark though.

Create a subscription link

Sharing your subscription link on other platforms like your other social channels or your website prompts users to become easier members of your YouTube community. When they click on this link, they are presented with a pop- up to subscribe to your channel before they see any content. This is the link structure you should follow: