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

CRM Blueprint for Creatives

Email Like You Mean It

Follow me on Threads

Episode Transcript

Colie (00:27):
Hey y'all.
Today I'm gonna replayepisode 1 23 for you.
It originally aired on thispodcast in December of 2023 as
part of a Video Visibility Series.
Now, over the last few weeks, Ihave actually talked about client
experience videos with several ofmy clients, and that is why I am
resharing this episode with you today.

(00:50):
Because while I have been talking a lotabout email, particularly now that email,
like you mean, it is about to go live.
The second part that I think all ofus could really consider to elevate
our client experience is creatingsome backend videos to walk your
clients through your processes.
Now, if you recently caught episode 2 07, how to Nail Your Offer Introduction,

(01:13):
I already brought back up the ideaof a sales call replacement video.
But in this episode, we are gonnadive into two additional video types
that would boost connection inside ofyour business without the overwhelm.
just like every other replay.
I'm going to let you listento the original episode in its
entirety, and then I'm gonna popback on the end with an update.

(01:37):
Here's the episode.
Hello.
Hello.
And welcome back to another solo episodeof the Business-First Creatives podcast.
So let's dive right in.
We are currently in the middleof the video series for December,
where I am trying to give you allthe tips and tools that you need
in order to feel more confident onvideo and actually create videos.

(01:59):
For your business.
Now, if you haven't listened toepisode 122 with my good friend,
Marieangelica Forero of Honest CEO,I highly recommend that you go back
and you listen to that episode.
She dropped bombs through the whole thing.
And the one thing that she said thatI'd never actually heard before is

(02:20):
that most people don't like to seethemselves on video because they don't
like the way that their voice sounds.
And when she said that, I mean, ifyou watch the episode on YouTube,
you will be able to see my face.
I mean, my eyes got really bigbecause I had never considered that
people were upset and concernedabout the sound of their voice, over

(02:43):
how they actually look on video.
I just found that to be such afascinating concept and we really
dove into it in that episode.
But to continue that conversation today,I want to talk about three videos that
you can make inside of your clientexperience to either connect or educate

(03:05):
with your potential leads and clients.
You guys know I am the client experienceperson, so I do want to say all three
of the videos that I'm going to talkabout today are back-end videos.
These are not videos that are going toappear on your front facing assets, so not
on your website, not on your social media,not where anybody can find them publicly.

(03:26):
I personally find that if you work onmaking videos for the back end of your
business, where the only people thatwill actually see them are the ones that
have raised their hand and said, "I wouldlike to work with you in some capacity"
it kind of takes some of thepressure off making those videos.
So, let's dive intothose three videos now.

(03:49):
The first video that I want you toconsider making is a thank you video.
Now, this can go in one of two places.
This can either go on a staticthank you page that everyone is
sent to after they fill out yourcontact form from your website.
Again, it's private, because theonly people who are going to get

(04:09):
to this page are those that havefilled out your contact page.
But this is an opportunity for you toacknowledge that you have received their
inquiry and kind of letting them knoweither a little bit more about you and
your business or letting them know thenext steps that will take place now that
they have inquired about your services.

(04:30):
I am not saying that this shouldbe a completely customized video,
especially if you are placing it ona thank you page, because if you're
placing it on a thank you page, it'sjust going to live there forever.
So you want to make sure that theinformation that you are including
in that video would be relevant foranyone inquiring about your services.
So if you are someone who does verydifferent things, like let's say that you

(04:55):
do branding or that you do website design,or that you also take brand photos.
I mean, I know that there's arunning theme between those, but.
You would need to make sure thatwhatever message you had in that
video would pertain to each ofthose three kinds of inquiries.
If you don't want to put the thank youvideo on a static thank you page that

(05:19):
they're being redirected to, I knowsome people who make personalized, Thank
you videos for each and every inquiry.
I know that sounds like a lotof work, but guys, these are
supposed to be like low end videos.
These are not high production events.
This is you get an inquiry, you pick upyour phone or you get on your computer,

(05:39):
you turn on loom and you say, hi,Catherine, if that's the person who
inquired with you, and then you just givethem a quick one to two minute video.
Okay.
This is highly personalized andthis is not right for everyone.
So if the thought of making videos, Imean, if you've got a lot of inquiries
that could end up being a lot of work.

(06:01):
So maybe you try the static videofirst that is meant for everyone.
And then you can move into a morepersonalized approach depending on how
many inquiries you get and dependingon how you feel showing up in video.
I mean, because I would make thesevideos regardless of where I was.
If I was in carpool lane waiting topick Chloe up, I would maybe make

(06:21):
one of these videos for a clientthat I just got an inquiry for.
I mean, again, guys,quick, low production.
That's where we're going with that.
But regardless of which one youchoose, that is the thank you video.
So now I want to talkabout video number two.
This is when you get a little bitfurther into the weeds and I have seen

(06:42):
a lot of people doing this with a lot ofsuccess and my suggestion is could you
replace your sales call with a video.
Now, again, I think thatthere are two approaches.
I think that you could make a sales videothat really highlights your process, what
someone would get for the offer that theyare inquiring about, but you don't need

(07:05):
to make that a highly personalized video.
It can be one video that youare sending to every single
inquiry for that specific offer.
You could personalize the emailthat is sending them this video.
You could maybe make a personalizedvideo clip at the beginning that
says their name and says that you'regoing to be showing them, you know,

(07:27):
what it is that you do, what theprocess is, all of those good things.
But the point is that you are taking.
A part of your process that, let's behonest, causes some people a lot of
contention in terms of getting ready forthe sales call, the anxiety of making
sure that you don't miss the salescall, all of those kinds of things.
If you can make a video thattells them the same information.

(07:50):
Not only are you taking the pressure offof yourself, you might also be taking
the pressure off of that lead and client.
Because if it is a new mom, or if itis someone that is always like, go,
go, go, they may feel a little anxiousabout finding even a quiet 15 minutes
to have a sales conversation with you.

(08:11):
So, Again, my second suggestionfor a video is that you take on
replacing a sales call with avideo and just see how it feels.
You're still inviting them to have aconversation with you because after they
watch the video, they can reply via email.
You can give them a texting option.
I mean, they can actuallyreply with a Loom video.

(08:33):
There's a lot of different thingsthat someone could do in order
to continue that conversation.
Alright, so the first videowas a thank you video.
The second video wasreplacing your sales call.
The third video that I am going to highlyrecommend for everyone is that you make
a video that helps your client use thedeliverables that you have given them.

(08:57):
So, if you are a website designer, youmay make them a video that basically
walks them through their brand newwebsite, gives them the highlights, and
also gives them a few tips for how to hitpublish and use that website immediately.
Now, I know sometimes photographers arelike, yeah, but like, I don't need to, I

(09:17):
mean, they're, they're, they're photos.
I don't need to show somebodyhow to use their deliverables.
Oh, but you do.
The ideas that I have for photographersare, number one, you could make
them a quick video on how theyaccess and download their images
from their online gallery software.
I mean, yes guys,sometimes people struggle.
Sometimes people are on their phoneand not on their computer, and it

(09:41):
makes it harder slash differentfor them to download their photos.
So that's one idea.
A second idea is to actually show themhow to buy something in your online
gallery store, how to make an album.
put it in their cart and hit purchase.
How to select images for wall art orpick the best frame for their photo.

(10:02):
I mean, whatever it is, every singleone of us can make an informative video
showing our clients how to use thedeliverables that we have given them.
Alright, I hope that I have not throwna lot of things at you and the thing
is all three of the videos that Ijust told you about, some of those

(10:23):
can be repurposed to be public facing.
I just want to put that out there, likethe video where I'm telling you how
to download your images, how to makea wall gallery, how to make an album.
I mean, those could eventuallylive on your website inside of
a blog post so that you can get.
More traffic and SEO to your websitefor people who are looking, for example,

(10:45):
how to make an album in Pic-Time.
I mean, there is possibility there,but to start, I am suggesting that
you consider these three videos forthe back end of your business in order
to get comfortable with video so thatyou can look for more opportunities
to create and show videos inside ofyour business and more specifically

(11:08):
inside of your client experience.
So by now, you know my goal of everyepisode is to get you to take action.
So I'm just curious, after listeningto this replay, are you feeling a
little motivated to go make someclient experience videos of your own?
I.
Before we wrap, I just wanna remindyou that client that I talked about at
the top of this episode that I had astrategy call with yesterday, he's a

(11:32):
wedding photographer and filmmaker, andon yesterday's call we came up with three
different client experience videos that hecould create for his business this week.
And guess what?
Only one of them, the deliverables videowas actually mentioned in today's episode.
So while I firmly believe that everybusiness can benefit from a thank
you video, a sales call replacementvideo, and a deliverables walkthrough,

(11:56):
there's probably something unique aboutyour process that could use its own
custom client experience video too.
If your brainstorming ideasor wondering where to start,
send me a DM over on Instagram.
I would love to hear what you're thinkingand maybe even toss in a few suggestions.
In fact, I've been toying with the idea ofdoing an entire podcast series later this

(12:20):
year, all about client experience videos.
So if that's something you would ratherhear sooner than later, let me know.
Alright, that's it for this replay.
See you next time.
I.