Send a website or SEO audit walkthrough

A recorded audit that gets opened from the email and shows which findings they reached.

Updated

For web designers and SEO consultants: a recorded audit that gets opened from the email, shows which findings they reached, and ends with the next step.

Set it up

💡 Each step names the button or setting exactly as it appears on screen. Every video setting is behind the gear icon on the video's card; every share link setting is in the Share tab, under Create Share Link (or ⋮, then Edit on a link).
1
Upload the video with Upload Video
2
Open your Dashboard
3
On the video, click
4
You're on the Settings tab
5
Set a Static Thumbnail (Image) (a frame with your face or their site works best) and an Animated GIF Preview, then click Update Video Settings
6
Go to the Share tab, click Create Share Link and name it after their site. Add the prospect under Magic Link Recipients, or for a free audit you offer to anyone, turn on Viewer registration to get their email before it plays
7
Go to the CTA's tab, add a button (for example "Book a call to go through the fixes") or your booking calendar, then click Save CTA
8
Back in the Share tab, under Email Preview Assets at the top, copy the GIF as a clickable image and paste it into your email. It opens the share link
9
After they watch, go to the Analytics tab: Watch Progress & Retention shows how far they got, so you know which findings to lead with on the call
Copy the thumbnail or the GIF as a clickable image for your email.

What your client sees

What a prospect sees on a free audit: their email first, then the video.

Frequently asked questions

Still stuck?

Email [email protected] and we'll help, usually within a day. Or book a 15-min call.