The briefing every new client needs, given once.
Record the explanation you give every new client. They watch it the day they sign, on a page with your branding, with your documents handed out at the end.
The session you would record
Client briefing on how we will work together
Runs whenever someone registers
- New clients get the full briefing the day they sign.
- Your hours go to the work, not the introduction.
- A record of who attended before the first meeting.
What it replaces
- An hour of every new engagement goes on the same introduction.
- Clients forget what was said and ask again.
- There is no record of who has actually been briefed.
How one session goes
Client briefing on how we will work together. Times are an example.
- Signed
Send the briefing link
The client registers and their session starts straight away.
- Minute 1
They hear it from you
The full explanation, on a page with your branding.
- The end
Documents handed over
Your engagement letter or process note appears on the end card.
- Before the meeting
You know they watched
Attendance and watch time are on their record.
Questions
Can I share documents?
Yes. Handouts can appear on the waiting screen, during the session or on the end card.
Can I limit each client to one viewing?
Yes. A webinar can allow one attendance per person.
Can I ask clients for details when they register?
Yes. Add your own fields — a company name, a reference number, a dropdown of services.
Will they get a reminder if they do not watch?
Yes. A follow-up can go only to the people who registered and did not attend.
Record it once. Let it run.
Fourteen days with everything switched on, no card.