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Making a Welcome Screencast for New Clients

We want clients to feel comfortable in their new coaching portal: clear about where things are, and tuned into why they matter.  A brief video tour that introduces clients to the portal is a powerful way to achieve that.

But making such a video can be a lot of work, and we’re sometimes asked if there was a sort of “template” starting point that folks can use as a leg up in the whole process.  Now there is!

There are so many different styles of coaching that CA can accommodate, and there’s a lot of variation in terms of which features are part of a given coach’s style.  But there are a lot of common threads too, and this sample script and video should serve as a great starting point for most.

You could show this as is to your clients, but it’ll probably be a lot more meaningful if it’s in your voice (and with your branding!).  To make short work of this project we’ve got this handy guide.  It’s a Google doc, and you can save a copy to your own Drive to make your own edits.

Welcome Screencast Script

Here’s the narration script, ripe for editing (or using verbatim!):

Welcome to our coaching portal, let me show you around! As a companion to our conversations it will play a large role in you getting the results you came for, and this tour will help you see why.

The system is broken into sections, and you can get around to each of them from this menu on the left. (Here at the top you see me, and this little email button allows you to send me a message whenever.)

First is Overview: this shows the things that are upcoming in our relationship, soonest items first. Over here in the Appointments tab you can see our upcoming appointments. By clicking the gear for one you can set reminders, reschedule, or cancel. You can book with me by clicking this +Appointment button.

Next let’s jump to Metrics. Here we’ll set up tracking for whatever’s important to you. This one is a sample to give you the idea, and we’ll work together to define these as games worth playing over the coming weeks and months.

Next is Actions. We’ll create a game plan together each week. Having them here will help you take meaningful action that will move you forward. You’re also going to see a growing record of accomplishment in the “Past” area.

Next is Session Notes. I’ll generally email the notes from our sessions right to you, but this area will become a growing treasure trove of insights that you’ll want to revisit now and then.

Next is Worksheets. I’ll generally email you new Worksheet assignments which will put you one click away from working on them, but here you’ll be able to find any and all outstanding assignments. You’ll also be able to review completed ones here.

Next is Journal. Feel free to write up any journal entries about your experiences here; they’ll be emailed to me and I’ll be happy to comment. You can also mark your entries private, for your eyes only.

Next is Files. This is where you’ll find files that I’ve shared with you. You can also share files with me, either as an upload or a hyperlink.

Next is Whiteboards. These are good for long term goals, easy-access information, and a general place to store ideas to revisit later. Sometimes I’ll be sharing these with you, and feel free to create one to share with me.

Finally, back to the Stream area: this is a combined listing of ALL the other things I’ve just shown you, ordered with the newest up top. From here you can post comments on any particular item, making it easy for you and I to have mini-conversations about a given thing.

Next let me show you the My Account page: from your name here at the top right, you’ll find it. Here you can update your information. Little tip: if you enter your cell number the system will allow you to set reminders delivered by text, instead of email, which can be very handy.

Take a moment here to sync your calendar: with a few clicks, our appointments, current AND future, will automatically appear in your calendar of choice.

And that’s the gist–what everything is and where to find it. If you need more information about a particular thing, you can click the nearby lightbulb icon, and a help article will pop right up.

Looping back to what I said earlier about you getting what you came for: having me as your coach means getting MORE than just our sessions. This portal is how we’re going to capture the gems from the conversations we’ll be having, and turn them into an actionable plan. It’s how I’m going to be in touch and have your back between sessions. And you’re going to see the progress and results unfold right here as we go.

If you haven’t already, go schedule your next appointment with me. I’m excited to talk with you and get going in earnest.

Recording the Video

You’re of course welcome to record the video however you like. However, since we’ve gotten a handful of questions about the “how” of it, here are a few resources:

  • Zoom. CoachAccountable integrates with Zoom for your coaching meetings, so if you’re already a Zoom enthusiast this might be a great fit. Just start a new meeting (you can do this by yourself), share your screen, then record. We use Zoom for our webinars, so we’re fans.
  • Loom. We use Loom ourselves – if you’ve ever emailed support@coachaccountable.com and received a video in return, it’s likely from Loom. You can record your face, your screen, or both.
  • Your device’s built-in recording. Most devices now come with a way to capture video from your screen, and even edit it afterward.

And that’s it! May the welcome screencast serve you and your clients well in acclimating them to the system.

17 Comments »

  1. Laura Watson said,

    January 5, 2021 @ 9:31 pm

    Thanks for the idea of doing a video introduction to the portal. And thanks for the script. I made my intro video today and I think it turned out pretty good!

  2. John said,

    January 6, 2021 @ 11:14 am

    Nice going, Laura! You managed to cook up your own intro within 5 hours of my publishing this… if that doesn’t merit a gold star I don’t know what does!

    And you’re most welcome, I’m so glad to hear this guide helped exactly as I’d hoped. :)

  3. Jennifer Vancil said,

    January 6, 2021 @ 1:30 pm

    Great stuff, John! You so understand the world we are in and what’s helpful! Thank you!!!

  4. Nichole said,

    January 7, 2021 @ 5:38 pm

    This is awesome. I recorded a video. Not perfect but the script was the best! Now I have a video as well as the sample guide for clients to have to get familiar with CA. Thanks again!

  5. Connie Eberhart said,

    January 13, 2021 @ 12:06 pm

    Ah! Yes! Perfect! Thank you so much, John! Will save me time and energy in answering these questions to new clients as they come on board! They will immediately feel held and taken care of!

  6. glenn said,

    January 23, 2021 @ 4:54 am

    Thanks John!

    Great work and thanks for the script!!!

    Keep on rocking!

    Glenn

  7. Jayna Patel said,

    February 6, 2021 @ 2:20 am

    This looks amazing! Can someone point me in the right direction to create my own video…how do I do this? Sorry so new to all of this. Thank you

  8. Sandrs Fitzgerald said,

    February 6, 2021 @ 3:43 pm

    This is amazing John thank you :)

  9. Morgan said,

    February 17, 2021 @ 6:49 pm

    Hi Jayna,
    Highly recommend you use either Zoom or Loom. If you open up a Zoom meeting, and share your screen (click the Share button at the bottom), you can record it.

    Similarly, in Loom, you can record a video of yourself on camera, your screen, or both! Both of these software programs are free.

  10. Clancy said,

    February 19, 2021 @ 11:57 am

    HI! I created the welcome video, so proud! Thanks for this helpful idea, it helped me to become more familiar with the system and make it accessible for clients.
    Now I’ve created the video, I embedded a link to the video on YouTube, and I shared it in Files. Is this the best place to share it with clients?
    Thanks,
    Clancy

  11. Anne Trager said,

    February 22, 2021 @ 9:03 am

    This is fantastic. I’m off to make my video now. Love that you’ve done all the ground work. Woohoo. Making it possible.

  12. Conny Millard said,

    February 22, 2021 @ 7:02 pm

    Hi John & team!

    Amazing! This is exactly what we are needing. Thanks so much for taking the guesswork out of setting clients up easily so they can make the most of the portal.

    Do you think you could add a couple of sections to the script at some point;
    1.) How to add data to a set metric/ comment and schedule monthly reminders to keep up the updating?
    2.) How to download/ set up the ‘mobile app’ for coaching insights/ appointment management, file access and metric updating on-the-go?

    Grateful for you keeping this platform sharp and cutting edge!
    Conny

  13. Daniel Ejiogu said,

    February 26, 2021 @ 9:06 pm

    Nice work
    thanks for this simplified video

  14. Morgan said,

    March 4, 2021 @ 7:11 pm

    Hi Conny, glad you like it! In order to keep the script brief and applying to all, we won’t be adding more to it (not all coaches use Metrics, for example).

    However, to help with the scriptwriting of your own, I’d recommend checking out the blog post on installing CA on mobile, found here.

  15. Jessica McKinley said,

    March 10, 2021 @ 11:03 am

    Amazing. This is so helpful, was just going to create some videos of my own. Will use the script as a baseline to keep it short! :)

  16. Morgan said,

    March 22, 2021 @ 4:56 pm

    Hi Clancy,

    Woohoo! Glad you’ve gotten the video made. Sharing it in Files is great for them to have it handy, and you can also embed it in a Worksheet if you want to prompt them to respond, or consider putting it in an onboarding Course (using the spiffy new Course Pages is a nice slick way to do so). Great questions!

  17. Vicky Hilton said,

    May 7, 2021 @ 2:30 pm

    WooHoo Hi guys this is great stuff. I am learning so much and it will be great for my coaching business. Great support and love that it is evolving and improving all the time. Hugs Vicky

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