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What to Say in a Client Video: 12 Scripts You Can Copy

Twelve client video script examples you can copy and adapt: kickoff, design rounds, weekly updates, quotes, bad news, saying no, handovers and prospect audits.

Nicolas Ricardi9 min read

In short

  • Every good client video follows the same shape: context in one sentence, the point, and one clear ask.
  • These 12 scripts cover the messages agencies and freelancers send most: kickoff, design rounds, updates, quotes, bad news, scope, handover and sales.
  • Read a script once, turn it into three bullets and talk. Reading word for word sounds like reading.
  • Each script fits in one to three minutes of video; most of the length should be what's on screen, not what you say.

A good client video script has three parts: one sentence of context, the point, and one clear ask. That’s it. The 12 scripts below apply that shape to the messages agencies and freelancers send most, from a project kickoff to a prospect website audit. Copy one, change the names and details, and say it in your own words.

Names and projects in the scripts are made up. Replace everything in them that doesn’t fit your client.

The shape of every client video script

The three parts of a client video script
Part What it does Example
Context Tells the client what this is about, in one sentence “Hi Anna, here’s round two of the homepage.”
Point Shows and explains the thing that matters “We changed three things. First, the header…”
Ask Says what you need, and by when “Can you let me know by Friday if we go ahead?”

A few rules make it work:

  • Start with the topic, not with “hope you’re well”.
  • One topic per video. A second topic is a second video.
  • One ask. If you need three answers, number them and write them under the link.
  • Talk about what’s on screen. “As you can see” means you should stop talking and let them see.

How to use these scripts

Don’t read them out. Read a script once, then write three bullets on a sticky note and talk from those. A script read word for word sounds like a script; the same words from bullets sound like you.

Each script runs one to three minutes once you add what you show on screen. If yours gets longer, read how long a client video should be for ways to split it.

Scripts for the start of a project

1. Project kickoff

The day the client signs · About 90 seconds

Hi Laura, Marco here from the studio. Thanks for choosing us for the new site, we’re really looking forward to it.

Quickly, how this will work. I’m your main contact for design, and Sara handles the schedule, so you’ll hear from both of us. This week we’re going through your current site and the notes from our call, and next Friday you’ll get the first concept.

There’s one thing we need from you before then: the logo files and any photos you’d like to use. Here’s the shared folder. Just drop them in.

That’s it for today. If anything’s unclear, reply to this email and I’ll get back to you the same day.

2. First concept presentation

Sending the first design · About 3 minutes plus the walkthrough

Hi Laura, here’s the first concept for the homepage. Before I show it, a reminder of what we were aiming for: you told us people need to book a table in two taps, and the site should feel as warm as the restaurant.

The booking button is the first thing you see, right here, and it stays at the top as you scroll. The photos are bigger and fill the width, because the food is what sells. The menu is one page, no PDF.

This is a first direction, so what I need now is your gut reaction, not small details. Does it feel like your restaurant? Reply with your first thoughts by Wednesday and we’ll refine it from there.

Scripts during the project

3. Design review, round two

After a round of changes · About 2 minutes

Hi Laura, here’s round two of the homepage. We made the three changes from your list. I’ll go through them one by one.

First, the header: the booking button is now orange, as you asked, and I’ve made it a little bigger on mobile. Second, the opening hours are now in the footer and on the contact page. Third, we swapped the main photo for the terrace one.

One thing I’d like your opinion on: with the new photo, the white text is harder to read, so I’ve added a soft shadow. Have a look at it on your phone.

If you’re happy with these, we’ll move on to the inner pages. Can you let me know by Thursday?

4. Weekly update

Every Friday, instead of a status call · About 3 minutes

Hi Paolo, weekly update for the shop. There’s one decision for you at the end.

Done this week: the product pages are live on staging. I’ll show you one. Photos, sizes and the add-to-cart button all work.

Next week we’re building the checkout and the order confirmation emails.

We’re still waiting for the shipping rates from your team. Without them we can’t test the checkout properly, so if you can chase that, it would really help.

And the decision: do you want customers to be able to buy without creating an account? We recommend yes, because it makes buying quicker. We need your answer by Wednesday to stay on schedule.

Our guide on replacing the weekly status call with a video explains the structure behind this one.

5. Bug report to the client

When you find a problem they need to know about · About 1 minute

Hi Paolo, quick one about the payment page. While testing this morning we found that card payments fail on the live site, but work on staging. I’ll show you.

Here’s the same order on both. On staging it goes through; on the live site you get this error. From what we can see, the payment account is still in test mode on your side, which we can’t change from here.

Could you log into the payment dashboard and check that setting, or give us access so we can do it? Until then, orders go through by bank transfer only, so it’s worth doing today.

6. Asking for missing content

When content is late and blocking the work · About 1 minute

Hi Giulia, a quick check-in on the texts for the site. I’ll show you where we are.

These pages are ready and approved. These three, About, Services and the FAQ, are still waiting for text, so for now they have placeholder copy.

It’s not urgent today, but it will be soon: to launch on the 15th, we need the texts by the end of next week. If it’s easier, send me rough notes or bullet points and we’ll turn them into finished copy. Or tell me who on your team is writing them, and I’ll talk to them directly.

Let me know which works best.

7. Delay or change of plan

Explaining a change you'd also confirm in writing · About 2 minutes

Hi Giulia, I need to tell you about a change to the launch date, and I’d rather explain it properly than in a one-line email.

When we connected the booking system this week, we found it doesn’t support the multi-language setup we planned. I’ll show you what happens: the English page sends people to the Italian calendar.

We have two options. We can launch on the 15th in Italian only and add English a week later. Or we move the whole launch by a week and go live with both.

We’d recommend the first one, so you’re not waiting. I’m sorry for the change. Have a look, and if you’d like to talk it through, I’m free tomorrow morning.

A delay is borderline for video: if the news is serious or the client is already unhappy, call first and send the video as a recap.

8. Saying no to a scope request

When the client asks for something outside the agreement · About 90 seconds

Hi Paolo, thanks for the idea about the customer login area. I’ve had a proper look, and I want to explain why I don’t think we should add it now.

Here’s the plan we agreed on. A login area means accounts, passwords, order history and the emails that go with them. It’s a project of its own, and adding it now would push the launch back by several weeks.

What I’d suggest is that we launch as planned, see how customers use the shop, and then I’ll send you a separate quote for the login area. That way you get the shop live first.

If it’s more urgent than I think, tell me and we’ll look at the timeline together.

Scripts for quotes and sales

9. Quote walkthrough

Sent with the proposal PDF · About 3 minutes

Hi Chiara, here’s the quote for the new site. The PDF is attached, but I wanted to walk you through how we got to these numbers.

The biggest part is designing and building the main pages, here. That includes two rounds of changes on each page. Then there’s the shop setup, which is mostly connecting payments and shipping. And this last part is optional: the photo shoot. You can do it with your own photographer and save that amount.

What’s not included: writing the texts and ongoing maintenance. We can quote those separately if you need them.

Have a look, share it with your partner if that helps, and let me know if you’d like to go through any line together.

Our guide to walking a client through a quote by video covers what to show on screen while you talk.

10. Prospect website audit

A short review sent to a prospect who agreed to receive it · About 2 minutes

Hi Laura, as promised, here’s my short review of your booking page. Three things I’d look at, and one quick fix you can do today.

First, on mobile the booking button sits below the menu, so you have to scroll to find it. Second, the form asks for eight fields, and you really only need three: name, time and number of people. Third, after you submit, there’s no confirmation, so people may book twice.

The quick fix: your opening hours on the contact page still show the summer times. That takes five minutes.

If it’s useful, I’m happy to send a short written list of what I’d change first. Either way, I hope this helps.

The full method, from picking prospects to following up, is in our guide to the video website audit.

Scripts for the end of a project

11. Handover tour

When the site goes live · About 3 minutes, then short task videos

Hi Chiara, the site is live, congratulations. This video is a short tour of what you’ll use most, and I’ll send separate short videos for each task.

This is where you log in. This is the dashboard: you’ll mostly use these two menus, Pages and Products. Here’s where the form messages arrive, and they’re also sent to your email.

Everything else, like the theme settings, you can leave alone. If you change something by mistake, don’t worry: we keep daily backups.

Over the next month, if anything is unclear, just record your screen and send it to me. After that, the maintenance plan takes over, and the details are in the email under this video.

For the full handover, see our guide to website handover videos.

12. Thank-you at project end

A week or two after launch · Under 1 minute

Hi Chiara, just a short one. The site has been live for two weeks now, and I wanted to say thank you. You were quick with feedback and clear with decisions, and that made a real difference.

I had a look this morning, and everything’s running smoothly.

If anything comes up, you know where to find me. And if you know someone who needs a site, I’d be grateful for an introduction.

Thanks again, it was a pleasure.

The script is half the message. The other half is the line you send with the link. Keep it short and include three things:

  1. The topic, so they know what it is: “Round two of the homepage”.
  2. The length, so they know when to watch: “2 minutes”.
  3. The ask, written out, so they can answer without rewatching: “One question at the end: can we go ahead with the inner pages?”

For script 3, the whole message looks like this:

Mail· to Laura

Round two of the homepage, 2 minutes. One question at the end: can we go ahead with the inner pages? A reply by Thursday keeps us on schedule.

Round two of the homepageJustRec · 2:05

Writing the ask out makes it much easier for the client to reply. Our guide on faster client approval explains why.

If you’d rather fill in the blanks than adapt full examples, our client video script templates give you the same situations as short templates with placeholders. And for the bigger picture, read our guide to async video for client communication.

Frequently asked questions

Should I read a script when recording a client video?

Not word for word. Read the script once, write three bullets (context, point, ask) and talk from those. You'll sound like yourself, and small stumbles are fine.

What should a client video start with?

The client's name and the topic, in one sentence: 'Hi Anna, here's round two of the homepage.' Skip greetings about the weather and any agenda.

How should a client video end?

With one clear ask and a date, if there is one: 'Can you confirm by Thursday?' Then stop. A summary after the question buries it.

Can I use the same script for every client?

The structure, yes. Change the names, the details and anything specific to the project, and say it in your own words. Clients notice when a message could have gone to anyone.

Written by

Nicolas Ricardi

Maker of JustRec, at Nube

Nicolas makes JustRec at Nube, a web studio in Italy. He built it for the videos Nube sends to its own clients: design reviews, handovers and quotes explained in a few minutes instead of a meeting.

www.wearenube.dev
Client videos