The Secret to More Connection? Strategic Client Videos [2025 Replay]
Today, I’m bringing back one of the most practical episodes from the Business-First Creatives archive—Episode 123 from my original Video Visibility Series. We’re talking about three simple client experience videos that build trust, improve communication, and help you stop repeating yourself. If you've been leaning into email lately (like many of us), this replay is your reminder that video deserves a place in your backend too.
These videos can slot right into your forms if you are a Dubsado or Honeybook user, or linked elsewhere inside your workflows for another CRM—and once you make them, they keep working for you 24/7.
Find It Quickly
00:00 – Why this old episode still hits hard (and why I’m bringing it back now)
01:19 – The sneaky client experience gap most creatives overlook
03:49 – A mindset shift that makes recording video feel way less scary
03:59 – The video that builds trust before you ever reply to an inquiry
06:35 – Could this simple video replace your entire sales call?
08:38 – The most underrated way to increase client satisfaction (with one video)
10:26 – Bonus tip: How to turn these private videos into SEO boosters
12:04 – Your process might need a totally different video—here’s how to figure it out
12:27 – Should I make a full series on client experience videos? (Tell me!)
Links Mentioned
Episode 207 – How to Nail Your Offer Introduction
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Transcript
Hey y'all.
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:Today I'm gonna replay
episode 1 23 for you.
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:It originally aired on this
podcast in December of:
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:part of a Video Visibility Series.
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:Now, over the last few weeks, I
have actually talked about client
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:experience videos with several of
my clients, and that is why I am
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:resharing this episode with you today.
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:Because while I have been talking a lot
about email, particularly now that email,
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:like you mean, it is about to go live.
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:The second part that I think all of
us could really consider to elevate
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:our client experience is creating
some backend videos to walk your
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:clients through your processes.
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:Now, if you recently caught episode 2 0
7, how to Nail Your Offer Introduction,
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:I already brought back up the idea
of a sales call replacement video.
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:But in this episode, we are gonna
dive into two additional video types
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:that would boost connection inside of
your business without the overwhelm.
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:just like every other replay.
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:I'm going to let you listen
to the original episode in its
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:entirety, and then I'm gonna pop
back on the end with an update.
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:Here's the episode.
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:Hello.
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:Hello.
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:And welcome back to another solo episode
of the Business-First Creatives podcast.
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:So let's dive right in.
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:We are currently in the middle
of the video series for December,
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:where I am trying to give you all
the tips and tools that you need
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:in order to feel more confident on
video and actually create videos.
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:For your business.
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:Now, if you haven't listened to
episode 122 with my good friend,
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:Marieangelica Forero of Honest CEO,
I highly recommend that you go back
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:and you listen to that episode.
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:She dropped bombs through the whole thing.
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:And the one thing that she said that
I'd never actually heard before is
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:that most people don't like to see
themselves on video because they don't
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:like the way that their voice sounds.
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:And when she said that, I mean, if
you watch the episode on YouTube,
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:you will be able to see my face.
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:I mean, my eyes got really big
because I had never considered that
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:people were upset and concerned
about the sound of their voice, over
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:how they actually look on video.
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:I just found that to be such a
fascinating concept and we really
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:dove into it in that episode.
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:But to continue that conversation today,
I want to talk about three videos that
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:you can make inside of your client
experience to either connect or educate
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:with your potential leads and clients.
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:You guys know I am the client experience
person, so I do want to say all three
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:of the videos that I'm going to talk
about today are back-end videos.
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:These are not videos that are going to
appear on your front facing assets, so not
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:on your website, not on your social media,
not where anybody can find them publicly.
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:I personally find that if you work on
making videos for the back end of your
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:business, where the only people that
will actually see them are the ones that
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:have raised their hand and said, "I would
like to work with you in some capacity"
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:it kind of takes some of the
pressure off making those videos.
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:So, let's dive into
those three videos now.
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:The first video that I want you to
consider making is a thank you video.
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:Now, this can go in one of two places.
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:This can either go on a static
thank you page that everyone is
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:sent to after they fill out your
contact form from your website.
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:Again, it's private, because the
only people who are going to get
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:to this page are those that have
filled out your contact page.
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:But this is an opportunity for you to
acknowledge that you have received their
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:inquiry and kind of letting them know
either a little bit more about you and
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:your business or letting them know the
next steps that will take place now that
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:they have inquired about your services.
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:I am not saying that this should
be a completely customized video,
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:especially if you are placing it on
a thank you page, because if you're
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:placing it on a thank you page, it's
just going to live there forever.
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:So you want to make sure that the
information that you are including
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:in that video would be relevant for
anyone inquiring about your services.
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:So if you are someone who does very
different things, like let's say that you
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:do branding or that you do website design,
or that you also take brand photos.
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:I mean, I know that there's a
running theme between those, but.
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:You would need to make sure that
whatever message you had in that
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:video would pertain to each of
those three kinds of inquiries.
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:If you don't want to put the thank you
video on a static thank you page that
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:they're being redirected to, I know
some people who make personalized, Thank
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:you videos for each and every inquiry.
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:I know that sounds like a lot
of work, but guys, these are
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:supposed to be like low end videos.
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:These are not high production events.
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:This is you get an inquiry, you pick up
your phone or you get on your computer,
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:you turn on loom and you say, hi,
Catherine, if that's the person who
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:inquired with you, and then you just give
them a quick one to two minute video.
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:Okay.
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:This is highly personalized and
this is not right for everyone.
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:So if the thought of making videos, I
mean, if you've got a lot of inquiries
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:that could end up being a lot of work.
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:So maybe you try the static video
first that is meant for everyone.
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:And then you can move into a more
personalized approach depending on how
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:many inquiries you get and depending
on how you feel showing up in video.
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:I mean, because I would make these
videos regardless of where I was.
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:If I was in carpool lane waiting to
pick Chloe up, I would maybe make
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:one of these videos for a client
that I just got an inquiry for.
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:I mean, again, guys,
quick, low production.
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:That's where we're going with that.
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:But regardless of which one you
choose, that is the thank you video.
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:So now I want to talk
about video number two.
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:This is when you get a little bit
further into the weeds and I have seen
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:a lot of people doing this with a lot of
success and my suggestion is could you
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:replace your sales call with a video.
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:Now, again, I think that
there are two approaches.
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:I think that you could make a sales video
that really highlights your process, what
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:someone would get for the offer that they
are inquiring about, but you don't need
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:to make that a highly personalized video.
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:It can be one video that you
are sending to every single
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:inquiry for that specific offer.
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:You could personalize the email
that is sending them this video.
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:You could maybe make a personalized
video clip at the beginning that
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:says their name and says that you're
going to be showing them, you know,
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:what it is that you do, what the
process is, all of those good things.
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:But the point is that you are taking.
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:A part of your process that, let's be
honest, causes some people a lot of
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:contention in terms of getting ready for
the sales call, the anxiety of making
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:sure that you don't miss the sales
call, all of those kinds of things.
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:If you can make a video that
tells them the same information.
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:Not only are you taking the pressure off
of yourself, you might also be taking
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:the pressure off of that lead and client.
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:Because if it is a new mom, or if it
is someone that is always like, go,
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:go, go, they may feel a little anxious
about finding even a quiet 15 minutes
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:to have a sales conversation with you.
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:So, Again, my second suggestion
for a video is that you take on
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:replacing a sales call with a
video and just see how it feels.
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:You're still inviting them to have a
conversation with you because after they
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:watch the video, they can reply via email.
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:You can give them a texting option.
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:I mean, they can actually
reply with a Loom video.
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:There's a lot of different things
that someone could do in order
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:to continue that conversation.
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:Alright, so the first video
was a thank you video.
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:The second video was
replacing your sales call.
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:The third video that I am going to highly
recommend for everyone is that you make
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:a video that helps your client use the
deliverables that you have given them.
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:So, if you are a website designer, you
may make them a video that basically
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:walks them through their brand new
website, gives them the highlights, and
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:also gives them a few tips for how to hit
publish and use that website immediately.
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:Now, I know sometimes photographers are
like, yeah, but like, I don't need to, I
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:mean, they're, they're, they're photos.
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:I don't need to show somebody
how to use their deliverables.
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:Oh, but you do.
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:The ideas that I have for photographers
are, number one, you could make
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:them a quick video on how they
access and download their images
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:from their online gallery software.
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:I mean, yes guys,
sometimes people struggle.
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:Sometimes people are on their phone
and not on their computer, and it
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:makes it harder slash different
for them to download their photos.
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:So that's one idea.
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:A second idea is to actually show them
how to buy something in your online
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:gallery store, how to make an album.
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:put it in their cart and hit purchase.
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:How to select images for wall art or
pick the best frame for their photo.
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:I mean, whatever it is, every single
one of us can make an informative video
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:showing our clients how to use the
deliverables that we have given them.
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:Alright, I hope that I have not thrown
a lot of things at you and the thing
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:is all three of the videos that I
just told you about, some of those
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:can be repurposed to be public facing.
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:I just want to put that out there, like
the video where I'm telling you how
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:to download your images, how to make
a wall gallery, how to make an album.
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:I mean, those could eventually
live on your website inside of
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:a blog post so that you can get.
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:More traffic and SEO to your website
for people who are looking, for example,
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:how to make an album in Pic-Time.
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:I mean, there is possibility there,
but to start, I am suggesting that
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:you consider these three videos for
the back end of your business in order
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:to get comfortable with video so that
you can look for more opportunities
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:to create and show videos inside of
your business and more specifically
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:inside of your client experience.
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:So by now, you know my goal of every
episode is to get you to take action.
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:So I'm just curious, after listening
to this replay, are you feeling a
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:little motivated to go make some
client experience videos of your own?
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:I.
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:Before we wrap, I just wanna remind
you that client that I talked about at
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:the top of this episode that I had a
strategy call with yesterday, he's a
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:wedding photographer and filmmaker, and
on yesterday's call we came up with three
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:different client experience videos that he
could create for his business this week.
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:And guess what?
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:Only one of them, the deliverables video
was actually mentioned in today's episode.
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:So while I firmly believe that every
business can benefit from a thank
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:you video, a sales call replacement
video, and a deliverables walkthrough,
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:there's probably something unique about
your process that could use its own
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:custom client experience video too.
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:If your brainstorming ideas
or wondering where to start,
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:send me a DM over on Instagram.
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:I would love to hear what you're thinking
and maybe even toss in a few suggestions.
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:In fact, I've been toying with the idea of
doing an entire podcast series later this
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:year, all about client experience videos.
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:So if that's something you would rather
hear sooner than later, let me know.
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:Alright, that's it for this replay.
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:See you next time.
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:I.