CleanShot Client Capture Workflow Handoff (Onboarding)

CleanShot Client Capture Workflow Handoff (Onboarding)

1. 01

   Install CleanShot on every Mac in the client's delivery team and confirm the license state in Preferences > General

   Basic is $35 USD one-time with one year of updates and 1 GB storage; Pro is $10 USD per user per month billed annually with unlimited storage, custom domain and branding, advanced sharing and security, plus SSO and SCIM. Record which plan each seat holds before any capture work starts, because storage limits and branding options differ between the two.

2. 02

   Set the shared capture defaults in Preferences > Screenshots and Preferences > Recording

   Turn on click highlights and keystrokes for walkthrough recordings, and enable webcam overlay only for client-facing explainers. Keep smart zoom off for bug reports so the client's engineers see the full window context.

3. 03

   Build the annotation preset library the agency will reuse across every client deliverable

   Create saved styles for redaction blocks, numbered callouts, and background padding. Redaction presets matter most on retainer work where screenshots carry client credentials or customer data.

4. 04

   Create the CleanShot Cloud folder structure and connect the client's custom domain

   Custom domain and branding require the Pro plan at $10 USD per user per month. Map one top-level folder per client engagement, with subfolders for bug reports, walkthroughs, and feedback rounds, so shared links stay traceable when the retainer renews.

5. 05

   Configure sharing defaults so every capture lands as a Cloud link rather than a local file

   Enable automatic transcripts on recordings before the first client handoff. Transcripts let the client's team search a walkthrough instead of replaying it, which cuts review cycles on delivery milestones.

6. 06

   Run a live handoff session with the client's team covering capture, annotate, and share

   Walk through one real bug report and one walkthrough recording end to end. Have each team member produce a Cloud link with a comment thread during the session, not after it.

7. 07

   Document the escalation path for capture failures and storage questions

   Note which seats are on Basic with 1 GB storage, since those users will hit the cap first. Route upgrade requests to the agency account owner rather than letting individual users buy Pro seats outside the retainer.