Creating engaging training videos for clients

Transcription

1 Creating engaging training videos for clients Tanya Hilts, Founder Cloud Bookkeeping Services, Tanya s 12/6/17 #QBConnect WiFi: QBConnect Password: Connect2017

2 CPD Process In order to receive CPD credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 1 hour of CPD credit CPD certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CPD credit administered in coordination with #QBConnect

3 Take a few moments to Connect with your neighbor

4 Today s speaker Tanya Hilts, CPB Founder Cloud Bookkeeping Services and Tanya s Bookkeepers #QBConnect

5 About today s speaker Tanya Hilts, CPB Founder Cloud Bookkeeping Services and Tanya s Bookkeepers Bootcamp Founder of Cloud Bookkeeping Services, and Tanya s Bookkeepers Bootcamp, a Member of the Intuit Trainer Writer Network, 2016 Intuit Black Swan, 2017 Runner up for Intuit s Firm of the Future, Certified Professional Bookkeeper, advanced certified QBO ProAdvisor with 20+ years bookkeeping and income tax experience. #QBConnect

6 Agenda Review the what, why, where, when and how of creating engaging training videos for your clients #QBConnect

7 The WHAT

8 Getting an audience is hard. Sustaining an audience is hard. It demands a consistency of thought, of purpose, and of action over a long period of time. Bruce Springsteen

9 The WHY

10 Why engage your Clients with videos Be a resource Being a resource will have your clients coming back to you It adds value to your practice A members only area offers a feeling of exclusivity Increases your SEO on your website Time saver send your client a video link vs explaining and walking through on a call every time you are asked about it #QBConnect

11 The WHERE

12 Where to use videos Your Website Keeping them coming back to your website as a resource is great for your SEO We use a Online Training page to encourage them to use our website to answer simple how to questions. We have this page password protected as it adds an element of exclusivity YouTube Adding all your videos to YouTube is great for Brand development. Each of our videos starts with a reminder of who we are and how to contact us. #QBConnect

13 The WHEN

14 When to get started RIGHT NOW Start right away, it only takes one video to start While you are building up your video collection, use some Intuit videos to fill up your page. Replace them as you go. #QBConnect

15 The HOW

16 Software options There are many simple to use programs on the market for both Windows and Mac that are affordable to get started with. Movavi Allows you to record your computer screen and voice. Allows you to convert video formats Allows you to edit videos and piece them together Current cost for a business license is $ Canadian for the full suite. Snag it Screenshot program that capture video and audio output. Can grab a single screen or even scroll for panoramic image High tech replacement for the print screen function Allows you to insert comments, arrows and more clip arts Current cost is $49.99 US Camtasia which works well with Snag it or independently is $199 US Online Meeting Software If you already use online meeting software such as GoToMeeting, Zoom or BlueJeans, you could record yourself in a private meeting. You would still need editing software or have a perfect recording Programs start at around $15 per month #QBConnect

17 Video types Video of your screen to demo a process Video of yourself talking about a point or topic Whiteboard / animate videos (Fiverr.com, VideoScribe.co, RawShorts.com) #QBConnect

18 The process Phase 1 Phase 2 Build Test Release Decide on your topic Write out a script / have a plan Record your video Make any edits Upload #QBConnect

19 DEMO Filename says NO DEMO do we need this page?

20 Let today be the start of something new - Unknown

21 Questions?

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