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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use Zoom Recordings to Store Process Instructions

Posted by Emily Morgan on Jun 26, 2019 4:04:33 PM
Emily Morgan

The Problem

Our client, a busy small business owner, had her Delegate Solutions team help with developing/documenting some new, more efficient processes she wanted to implement across her business. The challenge was getting the information out to her team in an efficient way. She didn’t want to have meeting after meeting to discuss, or have to answer questions over and over (“how do we do that again?”). Our team set out to find a way to supplement the written instructions in a way that her team could revisit when necessary.

The Solution

Zoom.us is an amazing tool that we use every day at Delegate Solutions for video conferencing, but it also offers a video recording feature that you may not be aware of. Zoom users can record videos of any length to share with whomever they choose! Zoom offers a free version (which includes the video recording feature!) and also more robust plans, ranging from $14.99 to $19.99 per month. Recordings can be stored locally with the free version, or in the zoom “cloud” with the paid version. 


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The Result

Our client’s team now has recording of all new process instructions that they can reference at any time to refresh their memory. She reports far fewer distractions from team members asking her questions about details and loves the fact that she can share these recordings with new team-members and has built that into her onboarding process. 

How We Helped

Once we identified Zoom Recordings as the solution for our client, we got to work creating screen-sharing videos in which we outlined the purpose, details and steps to the new processes. We uploaded the recordings to our clients’ Google Drive, as well as an Asana “Processes” project, so team members have access to the videos at anytime. Not only does this increase efficiency across the team, it is also extremely valuable for new team members for training purposes! Zoom Recordings for the win!


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Topics: zoom, strategic support, strategic support team, technology, marketing, Productivity, website, small business, remote support, For Entrepreneurs, Entrepreneurs, Remote Team, remote support options, process, delegate tasks, delegation process, small business owner, meetings, busy entrepreneur, recording meetings, productive, zoom recordings, video meetings, screen-sharing videos, video conferencing, increase efficiency, Process Instructions

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