Riverside Client Workspace Provisioning (Onboarding)

Riverside Client Workspace Provisioning (Onboarding)

1. 01

   Create a dedicated Riverside workspace or project per client

   Keep each client's recordings, transcripts, and Magic Clips isolated so a shared workspace never mixes two retainers' assets. Name the workspace with the client slug plus start month.

2. 02

   Confirm the plan tier against client volume before recording

   Pro at $24/month annual covers unlimited transcriptions and podcast hosting for 1 show; Grow at $34/month annual adds multistream live distribution and 2 podcast shows. Match the tier to the number of shows and live events the client actually runs.

3. 03

   Assign production team roles and workspace settings

   Give editors access to the text-based editor and transcript tools, and restrict billing and plan changes to the account owner. Record the vendor cost against the client's service pricing line.

4. 04

   Run a sample session to verify local 4K recording and separate audio tracks

   Record a short test at up to 4K video and 48kHz audio, then confirm each participant lands on a separate track. This catches device or browser issues before the client's first paid recording.

5. 05

   Build branded recording templates and guest invite links

   Pre-set the client's intro, outro, and layout so guests join a consistent session. Send the invite link to the client's booking flow rather than generating links ad hoc per episode.

6. 06

   Link the required integrations for the client's distribution and lead capture

   Connect podcast hosting to Spotify and Apple Podcasts, live streaming to YouTube and LinkedIn, and add HubSpot or Marketo on the Business plan when the client runs webinars and needs attendee data synced.

7. 07

   Publish the first two episodes and generate the launch Magic Clips library

   Push episodes through Riverside's hosting and analytics, then cut a 5-clip Magic Clips set from the launch episode for the client's social channels. Hand the clip folder to the client's social owner as the onboarding deliverable.