Video walkthroughs

Why bother

A report answers the questions a client knows how to ask. A ninety-second video answers the one they do not: "which of these should I pick, and why?" It also puts your face on a document that is otherwise numbers, which is most of what makes a strategy feel like advice rather than a quote.

Two ways to record

1. 1

   Open the analysis and go to the Video Message tab.

2. 2

   Camera records you talking. Use it for a short intro or a summary — "here is what I would do and why".

3. 3

   Screen records your screen with your voice over it, walking the client through their actual workspace. Use it when the thing you need to explain is on the page.

   

4. 4

   The recorder floats and can be dragged or minimized, so you can move it out of the way of whatever you are recording.

5. 5

   Recordings cap at four minutes. That is a feature — a nine-minute video does not get watched.

Screen recording limits worth knowing before you try

Screen capture does not exist in ANY browser on iPhone or iPad. Apple does not permit it, so this is not a Clarity limitation and no browser choice fixes it. Chrome for Android does not implement it either.

1. 6

   On a phone or tablet, record a camera message instead, or move to a computer for a screen walkthrough.

2. 7

   On macOS, the first screen recording usually fails until you grant permission. Open System Settings → Privacy & Security → Screen & System Audio Recording, switch your browser on, then quit and reopen the browser.

   Quitting and reopening is required. macOS does not apply the new permission to a browser that is already running.

3. 8

   On a computer, Chrome, Edge, and Firefox all work.

Set an expiry

1. 9

   Set an expiry in days when you save the video if you do not want it to live forever.

2. 10

   Leave it blank and the video stays with the report until you delete it.

3. 11

   Delete a video at any time from the same tab. The report keeps working; the video section simply stops rendering.

What the client sees

The video appears on the report under "A message from [your name]", with your headshot on the player. It sits above the numbers, which is the right order: they hear the recommendation, then read the support for it.