It’s a misconception that new hires will be “plug and play.” Yes, experienced candidates will catch on quickly, but nobody is born knowing that you need to use the Microsoft Authenticator app on their phone to sign into the CRM on your computer.

And yes, it’s time consuming to train folks, but I have a way to push the “easy button.”

Let me back up a bit:

When we sold our franchise in September 2025, the new owner inherited our library of 120+ videos. Now, calling it a “library” makes it sound like it’s a polished collection – it was not.

What it actually was was 120+ three-minute screen recordings of me doing my work. Yes, I just turned my video recorder on while I was reconciling Quickbooks, entering a new lead, whatever…. and then narrated what I was doing.

I then turned the recorder off, labeled the video (“How to move a job from booked to in progress”), and stuck it in a folder marked “training.”

Will these videos win an Emmy? Not a chance.

Did I say “um” a lot. I sure did.

Did I edit any of them. Not once.

The software I used couldn’t be simpler – Loom.com, which is a screen recorder lots of computer coders use to show each other what’s happening on their screen – it’s as easy as “sharing” something on Zoom, but having it recorded.

Loom is about $10 a month, and it sits on my desktop where I simply push “record” to start recording. When I’m done, I push “stop” and the video is done. I then move it to the training folder.

Bonus, when you push “stop” it automatically copies a link to that video so you can easily paste it into an email to demo something. I attached these all the time with my IT help tickets. They told me they loved them.

(Incidentally, you could also choose to start a Microsoft Teams video meeting and hit record on that.)

I work with an assistant who spent 13 years in recruiting before joining me. She told me that she often placed an administrative assistant, and the company’s owner would demand a replacement the following week because the assistant wasn’t “plug and play.” No training had been done and the assistant was expected to learn by osmosis.

Here’s a Loom video I made for one of my clients showing him how Loom works. You’ll see that it’s not polished, but gets the point across.

Recording yourself while you’re working anyway takes almost no extra time, but reaps dividends when it’s time to train your next hire.

P.S. I often find that my videos are viewed months after the hire was trained. It turns out that instead of asking me, my staff knew to look in the videos for the answer.