# How to introduce yourself to a new client by video in week one How to introduce yourself to a new client by video in week one of an engagement or a handover, with the right tone and length, a script and a note template. By Pranav Reddy, founder of hi.video. Published 2026-09-28, updated 2026-09-28. Canonical page: https://hi.video/blog/introduce-yourself-to-a-new-client-by-video ## Short answer Introduce yourself to a new client with a video of about a minute in the first two days of the engagement or handover. Say your name and role, what you already know about their work, what happens in the first two weeks, and the best way to reach you. Send the link in the kickoff email with a two line note. The contract is signed and the kickoff call is on Thursday. Somewhere in the client's company, a project manager you have never spoken to is looking at a calendar invite from a name she does not recognise. She will spend the first ten minutes of Thursday working out who you are. Or it is a handover. The consultant the client liked is leaving, and you are the replacement. The client did not choose you. They chose the person who is leaving, and now they are being asked to trust someone new without a conversation. In both cases, a short video sent before the first meeting does the work that the first ten minutes of that meeting would otherwise do. It is worth sending even if you think the kickoff will go fine, because a kickoff tends to go better when nobody is guessing who you are. ## When to send the introduction Send it in the first two days of the engagement, before any scheduled meeting. If it arrives after the kickoff, it is a recap. If it arrives before, it is an introduction, and an introduction is more likely to get watched than a recap. For a handover, send it the same day the client hears that the handover is happening. Better still, have the outgoing person send it alongside their own goodbye message. "I am moving on at the end of the month, and here is a short hi from Pranav, who is taking over" turns a worrying announcement into a warm one. ## What tone to use and how long to make it The client has already bought. They do not need to be sold to, and a salesy introduction will make them wonder if they made a mistake. Speak the way you would to a colleague you are meeting for the first time, warm and direct and a little plainer than you might expect. Avoid being too formal in the other direction. A stiff recorded statement about your qualifications sounds like a hostage video, and nobody watches those twice. The simplest test is to imagine the client's project manager watching it on her phone on the train. Would she feel reassured, or would she feel briefed? Aim for reassured. Keep it to about a minute. That is long enough to say who you are and what happens next, and short enough that nobody has to find time for it. If you find yourself running to two or three minutes, you have drifted into a status update, and that belongs in a meeting or a document. A handover with a lot of history is no reason to run longer. Keep the video to a minute and put the history in writing. There is a longer discussion in [how long should an intro video be](https://hi.video/blog/how-long-should-an-intro-video-be). ## What to cover Cover five things, roughly in this order. You do not need to be rigid about it. 1. Your name, your role, and how you fit with the people they already know. "I work with Sarah, who ran your discovery phase" is the kind of sentence that places you. 2. Something you already know about their work. One specific detail from the handover notes or the proposal proves you have done your reading. 3. What happens in the first two weeks, with real days where you can. "I will send a short plan on Monday and we meet on Thursday" is better than "I will be in touch soon." 4. How to reach you and how quickly you reply. Clients worry about responsiveness more than they say. 5. One question for them. It gives them a reason to reply instead of nodding at the screen. Leave out your biography. The client does not need to know where you studied. If your background matters, it is already in the proposal they signed. ## A script for a handover Here is a script for a made-up client contact called Mei, where the previous consultant is leaving and you are taking over a reporting project. Change the details and say it your own way. > Hi Mei. I am Pranav, and I am picking up the reporting project from Tom when he finishes at the end of the month. Tom has walked me through where things stand, including the regional figures not matching the finance system, which I know has been frustrating. For the next two weeks nothing changes on your side. Tom and I will work together, and I will sit in on Thursday's review so you can see I am up to speed before he goes. After that you will hear from me on Monday mornings with a short written update, and I usually reply to email within a few hours on working days. One question for you. Is there anything Tom has been doing that you would like handled differently? Use the button below to reply. Thanks, Mei. That runs about a minute at a normal pace. It names the person, acknowledges the thing they are worried about, gives two concrete days, sets a reply expectation and asks one question. ## A note template to send with it When you record a hi on hi.video, you add the recipient's name and a short note, and both show on the page above the video. The note should say why the video exists and what to do with it. > Mei, this is a one minute introduction from me ahead of the handover from Tom. The button below goes straight to my email if you would rather reply in writing than on a call. If you would rather they book a call, point the button at your calendar link instead and say so. Keep the note to two lines. Longer notes compete with the video, and the video is the point. There is more on this in [what to write in the note with your video](https://hi.video/blog/what-to-write-in-the-note-with-your-video). ## Introducing yourself to a team rather than one person Record for the person who will be your main contact and address them by name. If three or four other people need to know who you are, ask your contact to forward the link, and add one line to the video saying they are welcome to. The link is unlisted, so anyone who has it can watch, and only people who have it can find it. You can see when it has been viewed, which can hint at whether the forward happened. If your main contact and their boss both matter, record two videos. Each takes a couple of minutes, and the second can be shorter because it carries less history. The free plan allows five published videos a month at up to a minute each, which should cover an engagement or two. The [Pro plan](https://hi.video/pricing) is for running several engagements at once or wanting videos longer than a minute. ## Why it should be your face, recorded that week A new client is checking whether the person in the contract is the person they will deal with. A generated or stock clip answers that question badly. hi.video has no AI avatars and no uploads, and the [trust page](https://hi.video/trust) explains why. Record it in the room you will take their calls from. If that room is a kitchen with a cupboard behind you, that is fine. It is where they will see you on Thursday anyway. If you have a kickoff this week, the fastest way to find out whether this helps is to [record your first hi](https://hi.video/app) for that client tonight and send it in the morning. Watch it back once before you publish. If you sound like yourself, it is ready. ## Questions people ask **How do I introduce myself to a new client by email or video?** Send a short video with a two line note in the first two days. Say your name and role, one thing you already know about their work, what happens in the first two weeks, and how to reach you. End with one question so they have a reason to reply. **What should a new client introduction message include?** Who you are and how you fit with the people they already know, something specific from the handover notes or proposal, concrete dates for the next two weeks, how quickly you reply to email, and one question for them. Leave out your biography. **How do I introduce a new consultant to a client during a handover?** Have the outgoing person send a goodbye message with a short video from the new person in the same email. The new person should acknowledge what the client is worried about, explain that nothing changes for two weeks, and give one date when they will be visibly involved. **How long should a client introduction video be?** About a minute. Long enough to say who you are and what happens next, and short enough that nobody has to find time for it. If it runs to several minutes it has become a status update, which belongs in writing or in a meeting. Related: https://hi.video/blog/video-introduction-before-a-proposal, https://hi.video/blog/what-to-write-in-the-note-with-your-video, https://hi.video/blog/how-long-should-an-intro-video-be