Industries
Professional services onboarding video
Build a professional services onboarding video for staff or collaborators covering firm standards, client confidentiality, conflicts, document and matter handling, communication, quality review, time and billing expectations, escalation, systems, and role-specific training. This guide covers client context, professional scope, document structure, confidential sharing, branded delivery, and follow-up so the video remains useful and appropriately bounded.
Create a stronger professional services onboarding video
Treat the firm onboarding as a controlled client deliverable: specific to the audience and version, clear about evidence and limitations, easy to review remotely, and structured to support team readiness.
Frame the firm onboarding around the client decision
Name the client or intended audience, engagement or opportunity, deliverable and version, scope, assumptions, and decision required. A professional services onboarding video should clarify professional judgement rather than add generic narration to a document.
Separate evidence, assumptions, and recommendations
Explain sources, period, methodology, material caveats, options, dependencies, exclusions, and circumstances that would change the recommendation. Avoid guarantees and keep client-specific advice within the authorised engagement.
Put the approved deliverable beside the explanation
Publish the video with the current proposal, report, deck, appendix, implementation plan, terms, data requirements, presenter details, and one feedback, approval, instruction, or enquiry action.
Support team readiness with controlled access and records
Use passwords, audience restrictions, expiry, and revocation for sensitive matters. Keep engagement letters, formal advice, signed reports, client instructions, approvals, and acceptance in their required durable systems.
Polished links from anywhere
Record, upload, publish, and share secure video pages from the browser. Paid plans add longer recordings, larger uploads, clean branding, lead capture, analytics, and stable URLs for work that needs to stay online.
“For professional services onboarding video workflows we needed simple, secure links—not another portal. microsite hits the sweet spot between speed and control.”
Elena Vasquez
Operations Manager
Professional services onboarding video organisation
Record from any tab with the microsite Chrome extension
Start screen and camera recordings in one click, keep controls beside your work, and send the finished link without changing tabs.
Choose how polished your shared links need to feel.
Free is built for fast publishing. Pro turns each link into a branded delivery surface. Team adds shared workspace controls. Clips is a monthly generation add-on.
Microsite Free
For quick recordings, temporary links, and lightweight sharing without a credit card.
$0forever
No credit card required.
- 10 minute screen and camera recordings
- 1 GB uploads per link
- 5 GB account storage
- Random short URLs
- Password protection and expiring links
- Library, folders, tags, and public profile
Microsite Pro
For client-facing videos, branded sales rooms, permanent links, and conversion tracking.
USD $25/month
Secure checkout via Stripe. Cancel anytime.
- 2 hour video recordings
- 25 GB uploads per link
- 100 GB account storage
- Custom URLs and permanent hosting
- Brand Studio for video and share pages
- Analytics, watch progress, leads, and alerts
- Clean branded profile and share experience
Microsite Team
For teams sharing video libraries, client rooms, and branded delivery workflows together.
USD $22/seat/month
Minimum 2 seats. Manage seats in billing.
- Everything in Pro
- 2 seats included minimum
- Shared team workspace
- Team library, folders, and access controls
- 250 GB pooled account storage
- Priority support for team workflows
Clips add-on
Clips are monthly add-ons for paid accounts. The limit counts generated clips, not downloads. Unused clips reset each month and do not roll over.
Clips 50
50 generated clips/month. Downloads are unlimited after generation.
USD $19/monthmonthly
Requires Pro or Team. Resets monthly, no rollover.
Clips 100
100 generated clips/month. Downloads are unlimited after generation.
USD $29/monthmonthly
Requires Pro or Team. Resets monthly, no rollover.
Clips 250
250 generated clips/month. Downloads are unlimited after generation.
USD $59/monthmonthly
Requires Pro or Team. Resets monthly, no rollover.
Sign in to subscribe. Configure Brand Studio once you’re on a paid plan.
Professional services onboarding video questions
-
Identify the client or audience, engagement or opportunity, deliverable and version, purpose, scope, assumptions, and caveats; link the approved documents; and finish with the decision or next step the firm onboarding supports.
-
Use consistent client, engagement or opportunity, deliverable, version, period, confidentiality, status, and presenter labels. Clearly distinguish drafts from final advice or reports and keep formal delivery, instruction, and approval records separately.
-
Confirm recipient authority, conflicts and engagement scope, exclude unnecessary personal or privileged information, and use passwords, expiry, audience restrictions, or revocation. Share only the current approved material appropriate to that recipient.
-
No. Video can explain a proposal, report, recommendation, or process, but formal advice, engagement terms, instructions, approvals, acceptance, and regulated records should remain in the agreed written and durable systems.
Publish your professional services onboarding video
Record the explanation, add the engagement context and approved client documents, then share one branded, controlled link recipients can open without an account.