To help get your clients onboard with Client Hub, we have written a sample video script you can use to create your intro video to Client Hub. If you don't have an application for creating videos, you can use the free version of loom.com
Welcome Script for Client Hub Intro Video
Hi there, and welcome to your new Client Hub workspace!
We’ve set up this platform to make it easier and more efficient for us to collaborate with you. Let’s take a quick tour so you can get familiar with how it works.
Your Workspace Layout
Your workspace is organized into three main sections:
1. Client Tasks
- This is your to-do list.
- As we work on your account, we might need documents, answers to specific questions, or just a quick confirmation from you. When we need something, we’ll create a task here.
- Each task will include clear instructions. Responding is easy — just click a button, upload a file, or type in your answer. If you need to add context or ask a question, just leave a comment right on the task.
- Once you've responded, the task status will update to “Answered.”
- We’ll review it and, when everything’s complete, we’ll mark it as “Closed” — and it’ll disappear from your list of open items.
2. Conversations
- Think of this like text messaging with our team — but all in one place.
- Use this to ask questions or follow up on anything, without cluttering your email inbox. It’s fast, secure, and keeps everything in one thread.
3. Links
- This panel is your shortcut zone. Here you'll find:
- The Easy Upload button to send us files
- Direct links to apps we use together — like QuickBooks or other cloud tools
- Resource Center where you can access forms, instructions, training materials, and more.
Notifications & Follow-ups
If you're not logged in, don't worry — you’ll get an email summary within about 20 minutes that highlights any new messages or tasks.
Using the mobile app? You’ll get a push notification right to your phone so you’re always in the loop.
Client Hub brings everything together in one secure, easy-to-use space, helping us communicate better and making your experience with us even smoother.
We’re excited to start using it with you!