Velo for Agencies

From a client brief to a polished video, before the next status call.

Built for teams that report to clients every sprint, not once a quarter.

Point Velo at the campaign report, the Asana project update, or a five-minute screen recording, and get a client onboarding, reporting, or pitch video, grounded in your actual work and narrated in your voice, before the next status call.

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The campaign wrapped Friday. The client report is still a deck nobody's read by Monday's call.

The knowledge already exists, in the campaign report, the project update, the creative rationale. Turning it into something a client actually watches and retains is still a manual pass: brief a producer, edit the footage, hope it's ready before the status call.

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The manual stack

  1. 01 Campaign wraps
  2. 02 Brief a producer
  3. 03 Edit report video
  4. 04 Status call happens
  5. 05 Video ships after

Works for one client. Breaks down the moment you're running the same report for fifteen accounts every month.

QBR in 2 days, report video still in the edit queue

With Velo

  1. 01 Campaign report
  2. 02 Script
  3. 03 Render
  4. 04 Ships before the call
  5. 05 Auto re-render

Fix the script, not the video. The client sees a polished summary before the call starts, not a live narration during it.

Report video in the client's inbox a day before the QBR

Plugs into the tools your team already runs on.

You don't have to build a new content pipeline. Velo reads what's already in Asana, Google Drive, or your campaign dashboards, and turns it into a clear, on-brand video.

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Your source

Client Report · Q3 Campaign Performance

Rendered output

Same system. Different job to do.

One shared client context and brand kit, used differently by every role on the account.

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  • Account Management

    "Here's how Q3 performed, and what's next."

    Report video, sent ahead of the QBR instead of narrated live.

  • Creative & Production

    "Here's the thinking behind the campaign."

    Walkthrough video, reused in the reel and the case study.

  • New Business

    "Here's what we can do for you."

    Pitch video, personalized per prospect without a re-edit.

The same video does three jobs, because your agency already shares the same client work.

A campaign wrap isn't three separate assets. It's one report, rendered once, reused everywhere your agency needs it.

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  • Account Lead

    Ships it.

    Points Velo at the campaign report, reviews the script, hits render.

  • Creative

    Repurposes it.

    Same render becomes the case study and the reel, no new brief needed.

  • New Business

    Reuses it.

    Same render becomes proof in the next pitch deck.

One client record. One shared video library. No account starts from zero.

From client work to clear video in four steps.

Point it at what already exists. Review the script once. Ship the video before the client call.

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  1. 01

    A campaign report, an Asana project update, a Google Drive doc, or a screen recording.

  2. 02

    Structures the explanation and writes the script for account lead review before anything renders.

  3. 03

    Narrated in your voice, on brand, every time.

  4. 04

    A client portal upload, an email attachment, a Slack post, or a shareable link.

One video system for every agency moment.

From the first pitch to the tenth monthly report, without starting over each time.

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  1. 01 · Pitch

    New business videos.

    Grounded in real client work, not a generic capabilities deck.

  2. 02 · Kickoff

    Client onboarding videos.

    What to expect and how the engagement runs, ready before day one.

  3. 03 · Ongoing

    Auto-updating campaign reports.

    Connected to the current numbers, so a report doesn't quietly go stale.

  4. 04 · Monthly

    Client reporting videos.

    Replace a live narrated call with a video sent ahead of the QBR.

  5. 05 · Support

    Process FAQ videos.

    Pulled straight from recurring client questions, no separate content pass.

  6. 06 · Global

    Multilingual client videos.

    The same report, narrated for clients in any market.

One grounded system, not a tool stack.

Every account has a different report cadence. What stays consistent is the system your whole team ships video from.

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  • Edit the script and Velo re-renders the video. No re-editing when next month's numbers land.

  • A campaign report, an Asana update, a Google Drive doc, or a screen recording becomes a structured, narrated script.

  • Trigger a render straight from an Asana or Monday.com status change, via the API and SDK.

  • Connect Google Drive, Asana, and your campaign dashboards, so every video is grounded in the current numbers, not last month's.

  • One voice and look across every video, no matter which account lead or producer made it.

  • Share a link, embed it in the client portal, or drop the written record into the campaign report.

  • See which clients watched the report and where they dropped off, not just who received the email.

  • Let an agent turn a recurring client question pattern into a video on its own, no one has to kick off the render.

  • Already have a raw campaign walkthrough recording? Velo cleans it up: zooms, callouts, cursor smoothing, and narration, without a re-shoot.

Ship the client report as fast as the campaign wraps.

Real campaign results. Real client calls. A faster way to close the gap between the work and the client understanding it.

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  • 28%

    Higher client renewal rate on accounts using video reporting

  • 60%

    Faster turnaround on client report video

  • 2x

    Video volume shipped, without adding production headcount

How a mid-size marketing agency turned monthly client reporting from a two-day scramble into a same-day video.

A 45-person marketing agency managing 30 retainer accounts produced a monthly performance report for each client, and account leads had historically walked clients through the numbers live on a call, or occasionally briefed the internal production team for a short recap video that took two to three days to turn around. With account leads spending a full week each month on reporting calls alone, the agency's ability to take on new accounts was capped by reporting capacity, not by demand.

The team connected Velo to their campaign dashboards and reporting templates. Each month, when the numbers land, the account lead reviews a first-draft script and sends the rendered video to the client a day ahead of the QBR. Live calls now focus on strategy and next steps instead of walking through slides, and the account team picked up three new retainer clients without adding headcount.

Industry
Full-service marketing agency
Company size
45 employees, 30 retainer accounts
Plan
Velo Pro, team workspace
Primary use case
Client reporting video

  • Same day

    Down from a 2-3 day report video turnaround

  • 3 new accounts

    Onboarded without adding reporting headcount

  • 1 day earlier

    Reports now land ahead of the QBR, not during it

Reporting used to eat a full week of account leads' time every month. Now the video does the narrating, and the call is actually a strategy conversation.
VP of Client Services Marketing Agency
We get production-ready product videos in a fraction of the time, and we're shipping twice as many without adding headcount.
Zuzanna Kurasińska Content Marketing Specialist, import.io

A rollout playbook for agencies: how to turn every client report into a video before the next status call.

Report-to-video workflows, client onboarding automation, and new business pitch tactics, written for account management and creative teams.

Read the agency client video playbook

Start free, scale as your client roster grows.

Client reporting and onboarding video are available on every plan. Higher tiers add auto-updating reports, project tool integrations, and workflow triggers.

See full pricing

Free

Try Velo on your next client report.

$0

per month

  • 1,500 credits
  • 2–5 mins of video/month
Try for Free
Recommended

Pro

Auto-updating report video, brand kit, unlimited renders.

$41

per month, billed yearly

  • 3,000 credits
  • 5–10 mins of video/month
Get Pro

Ultra

Asana, Google Drive, and campaign dashboard integrations, multilingual output, advanced analytics.

$167

per month, billed yearly

  • 30,000 credits
  • 50–100 mins of video/month
Get Ultra

Enterprise

Workflow triggers from Asana and Monday.com via API and SDK, security controls, agency-wide rollout.

Contact Sales
  • Custom credits
  • Custom seats
  • Custom avatars and voice clones
  • Custom integrations

Everything in Ultra, plus

SSO and SAML SCIM RBAC Advanced access controls Content governance Shared libraries API and SDK Private and public share pages Data residency SCORM export Workflow triggered videos

FAQs

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No. Velo is priced per account, so account management, creative, and new business can all make video without a per-user bill.

No. Velo replaces the manual production work so your producers spend time on creative work, not repetitive report edits.

Yes. Every video can be hosted with access controls and permissions, so one client's report stays visible only to that account.

Velo connects to Asana, Google Drive, and your campaign dashboards, plus a live screen recording, so you're not re-entering content anywhere.

Client reporting videos, onboarding walkthroughs, pitch and capabilities reels, and case study videos, each grounded in your actual work with a written record alongside it.

Velo reads your context, a report, a project update, or a screen recording, structures the explanation, writes the script, and renders the video narrated in your voice.

Yes. Edit the script and Velo re-renders the video. No re-editing, and the written record updates with it.

A screen recorder captures whatever you record, take after take. Velo turns report context into a structured, narrated video, re-renders when the script changes, and produces a written record alongside it.

Yes. The same explanation can render in any language, narrated in your voice, so global clients get the same quality report as domestic ones.

Yes. Video agents can turn a recurring client question pattern into a video on their own, so the backlog doesn't wait on someone's free hour.

Ship the client report as fast as the campaign wraps.

Point Velo at your next client report and see the video before the next status call.

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