Tella Client Workspace Setup (Onboarding)

Tella Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and assign seats on Pro ($13/month per user, billed annually) or Premium ($19/month per user)

   Premium is the only tier that removes Tella branding and allows a custom domain, so client-facing deliverables that carry the agency's name should start there.

2. 02

   Install the Mac or Windows app (or the Chrome extension/web recorder) on every delivery machine and validate capture

   Test screen, camera, microphone, and system audio in one throwaway recording before the first client session; a failed system audio capture mid-briefing costs a reshoot.

3. 03

   Upload the client's 3D .cube LUT files and set intro/outro templates in the workspace

   Color grading via LUTs keeps multi-account output visually distinct without a separate editor in the retainer stack.

4. 04

   Confirm transcript-based editing, auto layouts, and audio cleanup behave on a real client recording

   Run one 5-minute sample through filler-word and silence removal, then check that the AI credit draw fits the monthly allowance (3,000 credits on Pro, 6,000 on Premium).

5. 05

   Connect Slack and Notion so shareable links land where the client already works

   Instant link sharing plus embed is the delivery mechanism; confirm the client's channel receives the link and the player loads before handover.

6. 06

   Set the share link permissions and turn on viewer analytics tracking

   Analytics on watch time and engagement is the reporting artifact that justifies the retainer line, so it must be enabled at the workspace level, not per video.

7. 07

   Record the client's self-serve workflow in a one-page doc and schedule the monthly review

   The Starter Video Retainer model assumes the client records between agency sessions; document the recording steps so they do not file a support ticket every cycle.