Dailies

Recording client calls: 3 objections, 3 answers

When we show Dailies to consultants, coaches or freelancers, three objections come back, and they are good ones: what I say on a call belongs to my clients, nobody must know who I work with, and I do not want my calls sitting on a server. Here is what we answer, including what the tool does not guarantee.

Recording your calls to cut short videos from them: the idea is appealing until you think of your clients. That is when the objections come, and they are always the same three. We have heard them often enough to take them seriously, and to answer them straight.

First, a word on what we are talking about. Dailies is a Chrome extension that records the video calls you hold in Chrome, on Google Meet, Microsoft Teams or Zoom, and cuts up to eight captioned vertical shorts per call from them. It handles calls in French and in English.

“What I say on a call belongs to my clients”

The objection is right on one point: your client paid for an answer to their own situation. Their figures, their organisation, the recommendation you make to them are not yours, and none of it belongs in a public video.

But that is not what a short sets out to show. In an hour of call, you say two kinds of things. Some hold only for this client: “with you, the problem comes from the follow-up”. Others hold for everyone: “a quote with no end date never gets signed”. The second kind, you repeat from one client to the next. They are your trade, not somebody’s file.

That is the sorting Dailies does. It reads the whole call and, for every passage, rates two things: whether it makes sense once it is out of the call, and what it reveals that is private or confidential. A passage that reveals something is turned down, however good it is. We describe what a passage that stands on its own looks like in How to choose video clips.

That sorting is a model’s judgement, not a guarantee. It can be wrong. That is why three things stay in your hands:

“Nobody must know I work with them”

Many engagements are not made public. The client does not want it known that they are being advised, or by whom.

In your shorts, one switch blurs your guests and disguises their voice. On a new account, it is on from the start: showing someone is your decision to make, not the other way round. A short mostly shows you, explaining; when your guest’s question opens the short, they are blurred, and heard in another voice.

The blur has a limit, and it is better to know it: it hides a face and a voice, not what is said. If you say your client’s name, or describe their company in a way that makes it recognisable, the passage points to them all the same. The sorting described above turns those passages down, but the last look is yours. One simple rule is enough: post only the shorts where you talk about method. A piece of advice on how to set a price does not say who you gave it to.

That leaves the recording itself. Telling your guests that the call is recorded is up to you, before you begin. We explain how to say it without weighing the call down.

“All my calls will end up on a server”

Yes, a recorded call reaches our servers: we have to receive it to cut shorts from it. The real question is what stays there, and for how long.

During the call, the recording is never written to your computer’s disk, and it travels encrypted to our servers. Our privacy policy says who hosts what, and for how long.

No online service can promise that a leak is impossible, and we do not promise it. What can be done is to keep less, for less time: what has been deleted can no longer leak.

The calls not to record

Some calls lend themselves to none of this, and the best thing is not to record them:

The others, the ones where you explain your trade to someone who needs it, are the calls our pages for consultants, coaches and freelancers are about.

Key takeaways

Questions people ask

Does what I say to a client on a call belong to them?

That depends on your contract, and this article is not legal advice. In practice, what speaks of your client’s situation is not for posting. A method or a piece of general advice, which you give all your clients, says nothing about any one of them. Dailies turns down the passages that reveal something private, and you watch every short before you post it.

Can my clients be recognised in the shorts?

In Dailies, one switch blurs your guests and disguises their voice in all your shorts; on a new account, it is on from the start. The blur does not hide what is said: a passage that names your client still points to them. Post only the shorts where you talk about method.

How long does Dailies keep my calls?

Dailies deletes the original files of a processed call, sound and picture, 10 days after processing, 15 days at the latest. What stays is the pieces of video your shorts are made of and the call’s transcript, until you delete the call, which you can do at any time.

Is a short proposed by Dailies posted automatically?

No. Dailies posts nothing and connects to none of your accounts. The shorts are proposed to you; you download the ones you want and post them yourself. A short that does not suit you stays in your account, and you can leave it there.

Your next call already holds your next shorts.

Add Dailies to Chrome, record the call you were going to have anyway, and watch its shorts a few minutes after you hang up.

Create my shortsAdd to Chrome

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