Client Onboarding Video Script
Intro
"Hey, welcome to Iron Automations. My name is Jason. We're genuinely pumped to be working with you."
"So basically what we're about to go through is a quick walkthrough of the form. It's about nine questions, takes about 10 minutes, and every single answer you give us directly builds out your system. So don't rush through it - this stuff really matters."
Services Section
"First thing we're going to ask is what services you offer. The reason is because we create a page on your site for every single one of them. So if you do kitchen remodels, bathroom renovations, deck building - each one will get its own page. And that's how you start showing up on Google when people search for those things in your area. So list everything. Don't hold back."
Service Areas Section
"Then we're going to ask what cities you serve. Same concept. We'll build a location page for every single city in your service area. So when someone searches 'Tampa contractors,' you show up. The more cities you add, the more places you rank organically."
Google Business Profile
"Next up is your Google Business Profile link. We'll pull your reviews right into your website. That builds instant trust with new visitors. If you don't have one, just skip it - we'll figure it out."
Social Media
"Same thing with your Facebook page."
Branding - Logo
"Then we'll get into branding. Your logo goes into the header of your website and all your marketing materials. If you don't have a logo, that's totally fine - we'll create one for you."
Branding - Colors
"You'll also go to a brand color section after that. These will go on your entire website, funnels, emails. If you don't have specific brand colors, just pick what you like. There's a bunch of pre-selected templates on there and we'll build around it."
Photos
"Then we need photos - job sites, your team, trucks, equipment, anything that shows off your business legitimately. These go right on your site and build crazy amounts of trust with potential customers. Five to 10 photos is ideal, but just give us as much as you possibly can."
Business Details
"After that, we'll collect your business details - legal business name, address, phone, email. This all goes into your website footer, contact page, and the setup for the CRM, specifically registering your phone number."
Domain
"Then we're going to ask if you have a domain name. If you have one, just type it in - we'll connect it to your website. If not, no worries. We'll find a few good options and send them over for your approval."
Closing
"That's pretty much it. That's the whole thing. Nine questions, 10 minutes. Once you hit submit, our team starts building immediately. We can't wait to get this live for you."
"So go ahead, click 'Get Started,' and let's build this thing."
Video Production Notes
- Keep good lighting (critical for trust)
- Use teleprompter at 80-85% scroll speed
- Record at eye level, not under chin
- Disable Windows notifications before recording
- Film multiple takes - use best one