Unlimited clients

How-to films and guided tours for every client, in your brand, under your name.

Your clients learn the platform from short How-to films made on your own portal, in your brand, and from guided tours that walk them through each screen. The films come with your membership, and they are yours to post wherever you like. There is no cap on clients, and your clients see your name on it, never ours.

No cardSample workspace ready on sign-upNo contract
How-to videos for your customers1:06
Unlimitedclients, each with their own Academy
In your brandevery film made on your own portal
Guided toursthat walk each screen with your client
With your membershipthe films are part of it, never charged
How one client learns, start to finish

Dean signed in on Monday knowing nothing about email. By Friday his first campaign had gone out, and nobody had shown him how.

One client learning the platform from your films and tours, on a sample workspace.

Dean Walsh runs Copperleaf Plumbing in Bristol, with two vans and a phone that rings all day. Harbour & Finch sets him up to run his own email, and Claire knows he will never sit through a training call. He doesn’t need to. The first time Dean signs in, the welcome tour starts on its own.

A tour of each screen

The welcome tour walks Dean round his account and the campaign manager inside it, one screen at a time, in seven steps. A Getting started list sits in the corner of each page until he has done every step on it. When he opens the campaign wizard, its tour shows him each part on the sample campaign: setup, then the landing page, the design, the audience, delivery and timing. He stops at step three to take a call, and that evening the tour picks up where he left it.

portal.youragency.com/academy?tab=walkthroughs
Academy
Videos from Harbour & Finch on getting the most from your account, and guided tours of it.
Videos37Walkthroughs11
Settings
Start the welcome tour on its ownThe first time you sign in.
Show the Getting started listIn the corner of each page until every step is done.
Tours
WelcomeA short tour of your account and the campaign manager inside it. · 7 steps
DoneReplay
The campaign wizardSetup, then the landing page, the design, the audience, delivery and timing. · 6 steps
Step 3 of 6Resume
ListsUpload once; verification does the rest. · 2 steps
Start
Landing pagesWhat the page on your sending domain is for, in five jobs. · 4 steps
Start
ResultsWhat your campaigns did, and whether your mail is getting through. · 2 steps
Start
Illustration · Your client’s walkthroughs: what they have done, where they stopped, and what is still to start.

A film for each job

On Wednesday Dean opens Academy and finds the films, series by series, in Harbour & Finch’s colours and voice: Set up your brand, Upload and clean your list, Write a landing page with AI, Plan your first campaign. Each runs a minute or two and plays where it is. By Friday his boiler service campaign has gone to his customers, and he has watched four films.

Dean learned it from Claire’s films, in Claire’s brand. He never booked a training call.

Yours to post anywhere

Claire’s How-to library sits in her Media studio: every film her clients see, each to play as they do. Her clients only watch theirs, in their Academy. Claire downloads any of them as an MP4 to post on YouTube, her website or LinkedIn.

That is one client. Every client you bring learns from your films and tours the same way, and there is no cap on how many clients.

See it working

Three films: your How-to library, and two of the films your clients learn from.

Each is the real platform, on a sample workspace.

Your clients’ Academy: films in your brand, series by series.

This is the Academy your client opens, at your domain, under your logo.

  • Videos and Walkthroughs, each on its own tab.
  • Every film is made on your portal, in your logo, colours and voice.
  • Each card shows the film’s title, its place in the series and how long it runs.
  • The films your client has seen are marked Watched.
  • Each film plays where it is, as your client sees it.
portal.youragency.com/academy
Academy
Videos from Harbour & Finch on getting the most from your account, and guided tours of it.
Videos37Walkthroughs11
Getting started
Set up your brand1 of 4 · 1:25Watched
Upload and clean your list2 of 4 · 1:33Watched
Write a landing page with AI3 of 4 · 1:25
Plan your first campaign4 of 4 · 1:03
Your website
Build your website with AI1 of 14 · 1:51
Add a page3 of 14 · 1:08
Your business details5 of 14 · 0:53
Put your website live13 of 14 · 0:46

Illustration · A client’s Academy at Harbour & Finch: the Getting started and Your website series, two films already watched.

How-to videos for your customers1:06

How-to films for your clients, made on your own portal, in your brand.

Open Media studio, then How-to library: every film your clients see in their Academy, each with its title, its place in the series and how long it runs.

Your clients only watch theirs. You download each one as an MP4 to post on YouTube, your website or LinkedIn.

  • Made in your brand
  • Watched in their Academy
  • Yours to post

One of your clients’ first films: their brand, set up once.

Give it their website and their logo, and the brand preset reads what the business does, its colours and its fonts.

Every email, landing page and film they make starts dressed in it.

  • Read from the website
  • Set once
  • Used everywhere
Set up your brand1:26
Plan your first campaign1:04

Four answers, and the campaign is written around them.

What they are offering, who it is for, what those people believe now, and the one idea to leave them with.

The landing page and every email are written from those answers.

  • Four answers
  • One idea
  • Written from the plan
Everything in the client academy

Training you would otherwise pay a video team and a trainer for, unlimited, under your name.

Each line is in the one plan, for every client you bring. On the right, the kind of tool a business usually pays for to get the same job done.

In SendToInstead of
How-to films for every feature your clients haveA video production company
Made on your own portal, in your brand and voiceA branded training course
Guided tours that walk each screenA product tour tool
A Getting started list until every step is doneAn onboarding checklist tool
Every film as an MP4, yours to postA video editor
Part of your membership, never chargedA training budget
Unlimited clientsOne flat fee
Before you decide

What you might be thinking, answered straight.

“I don’t have time to train every client.”

You don’t need to. The welcome tour starts the first time they sign in, and a film covers each job they will do.

“My clients won’t watch long videos.”

They don’t have to. Each film runs a minute or two and covers one job, and each tour walks one screen.

“Will the films give the platform away?”

No. They are made on your own portal, in your brand and voice, and your clients watch them in their Academy, under your name.

“Can I use the films in my own marketing?”

Yes. Download each one as an MP4 and post it on YouTube, your website or LinkedIn.

“Is there a catch in “unlimited”?”

No cap on clients, and every one gets the Academy. The films are part of your membership, never charged.

“I want to see it before I decide.”

Open the account: no card, and a sample workspace is ready when you confirm your email. Open your How-to library and play a film as your clients will.

FAQ

The client academy, answered

What is the client academy?

The Academy in each client’s account: How-to films in your brand, series by series, and guided tours of the screens they use.

Who makes the films?

We do, on your own portal, in your brand, logo, colours and voice. They are part of your membership, never charged.

What do the films cover?

Every feature your clients have, a film for each job: getting started, email campaigns, replies, sending, their website, their online shop and their account.

How long is each film?

A minute or two. Each covers one job, start to finish.

Where do my clients watch them?

In their Academy, inside your portal. Each card shows the film’s title, its place in the series and how long it runs, and the films they have seen are marked Watched.

Can I post the films myself?

Yes. Your How-to library, in your Media studio, has every one to download as an MP4, to post on YouTube, your website or LinkedIn. Your clients only watch theirs.

What are the guided tours?

Walkthroughs of the screens your clients use, a step at a time: a welcome tour of their account, then the campaign wizard, lists, landing pages, forms, brand presets, results and more.

Do the tours start on their own?

The welcome tour starts the first time a client signs in. They can switch that off, and start, resume or replay any tour from Walkthroughs.

What is the Getting started list?

A list of first steps in the corner of each page, there until every step is done. Your client can hide it from Walkthroughs.

Is there a limit?

No cap on clients, and each one gets the Academy. The films are part of your membership, never charged.

Do my clients ever see the SendTo name?

No. Your clients watch films made in your brand, inside your portal, on your domain, under your logo.

Do I need a card to try it?

No. Create your account and a sample workspace is ready when you confirm your email. Sending switches on when you activate.

The client academy, and everything else in the hub, unlimited. One plan. One flat fee.

Every client you bring learns the platform from films made in your brand and tours that walk each screen with them, with no cap on how many clients. Open your account free and look around a sample workspace.

No contract · Cancel any time · Explore everything before you pay