How to Use Loom for Agencies

Loom is a video‑messaging tool that lets agencies create quick walkthroughs, client updates, and sales pitches without the hassle of editing software. This guide shows you how to set up Loom for an agency, record professional videos, share them securely, and connect Loom with the tools you already use.

1. Set up your Loom account
2. Apply agency branding
3. Recording best practices
4. Share and collaborate with clients
5. Integrations with agency workflows
6. Pricing comparison
FAQ

1. Set up your Loom account

1.1 Create a team workspace

Log in to loom.com. Click your avatar → New Workspace. Name it after your agency (e.g., “Acme Digital – Team”). All members you invite will share the same branding settings.

Create new workspace screen — Creating a new workspace in Loom.

1.2 Invite team members

From the workspace dashboard, select Members → Invite. Enter email addresses or import from Google Workspace. Assign the role “Admin” to senior staff and “Member” to junior creators.

Invite members dialog — Invite your team in bulk.

1.3 Install the desktop app

The desktop app gives you higher recording quality and the ability to capture system audio. Download it for Windows or macOS, run the installer, and sign in with your workspace credentials.

2. Apply agency branding

2.1 Upload a custom watermark

Navigate to Settings → Branding. Click Upload Watermark and choose a PNG with a transparent background (recommended size 150 × 50 px). Position defaults to the lower‑right corner.

Branding settings — Adding a custom watermark.

2.2 Choose brand colors

Enter your primary and secondary brand hex codes. Loom will use these colors for the video player controls and the thumbnail border. Example:

#0A3D62  // Primary Navy
#F4B400  // Accent Gold

2.3 Hide the Loom logo

Only Business and Enterprise plans allow you to turn off the Loom logo. Toggle Show Loom branding to “Off”. This makes the video appear fully owned by your agency.

3. Recording best practices

3.1 Choose the right mode

Screen + Cam – Show your face while navigating a design mockup.
Screen only – Perfect for code walkthroughs where the cursor is the focus.
Cam only – Use for personal introductions or client check‑ins.

3.2 Set resolution and frame rate

Go to Settings → Video. Select 1080p and 30 fps for most client presentations. If you need a smaller file, switch to 720p.

3.3 Use hotkeys for a smoother flow

Enable hotkeys in Settings → Shortcuts. Common shortcuts:

Ctrl+Shift+R  – Start/stop recording
Ctrl+Shift+M  – Mute/unmute microphone
Ctrl+Shift+S  – Toggle screen share

3.4 Add on‑screen annotations

While recording, click the pen icon to draw arrows or highlight sections. Annotations are saved in the video and help clients follow your logic.

3.5 Export options

After stopping, click More actions → Download MP4. For quick sharing, copy the Loom URL (default short link) and paste it into email or Slack.

4.1 Adjust privacy settings

In the video’s sidebar, choose:

Anyone with the link – Best for public marketing demos.
Anyone with the link + password – Use a simple password for confidential briefs.
Domain‑restricted – Only users from your client’s email domain can view (Enterprise only).

4.2 Embed videos in proposals

Copy the embed code from Share → Embed and paste it into your proposal template.

<iframe src="https://www.loom.com/embed/abc123" 
        width="560" height="315" 
        frameborder="0" allowfullscreen></iframe>

4.3 Collect viewer analytics

Loom shows who watched, for how long, and which sections were re‑watched. Use this data to gauge client interest and follow up on missed points.

5. Integrations with agency workflows

5.1 Asana task attachment

Install the Loom Power‑Up from Asana’s Marketplace. In a task, click “Add Loom video”, record, and the video appears as a thumbnail inside the task.

5.2 ClickUp comment shortcut

Use the ClickUp “Loom” button in the comment box. The video link auto‑populates, saving a copy‑paste step.

5.3 Zapier automation

Create a Zap: “When a new Loom video is created → create a Google Drive folder and copy the MP4”. This backs up client‑facing videos automatically.

5.4 Slack notifications

Enable the Loom Slack app. Every new video posted to a channel triggers a preview with a play button, keeping the team in the loop.

6. Pricing comparison

Below is a side‑by‑side look at Loom’s plans versus two common competitors for agencies.

Feature	Loom Business	Vidyard Pro	Screencast‑O‑Matic Premium
Price per user	$10/month	$15/month	$13/month
Video length limit	Unlimited	Unlimited	Unlimited
Custom watermark	Yes	Yes	No
Analytics dashboard	Basic	Advanced	Basic
Domain‑restricted sharing	Enterprise only	Pro	Premium
Native Asana integration	Yes	No	No
Free tier	25 videos/mo, 5 min each	No	15 min per video

For most mid‑size agencies, Loom Business offers the best mix of price and essential features. Choose Vidyard if you need deep marketing analytics; choose Screencast‑O‑Matic only if you require offline editing.

FAQ

Is Loom free for agencies?

Loom offers a free tier with 25 videos per month and a maximum of 5 minutes per video. Most agencies need the Business plan ($10 per user/month) for unlimited length, custom branding, and advanced analytics.

Can I brand Loom videos with my agency’s logo?

Yes. The Business and Enterprise plans let you add a custom watermark, choose brand colors, and hide the Loom logo.

How does Loom integrate with project management tools?

Loom provides native integrations for Asana, Trello, ClickUp, and Monday.com. You can attach a video link directly to a task, and the video thumbnail appears inside the card.

What is the best video resolution for client presentations?

Record at 1080p (1920 × 1080) for crisp visuals. If bandwidth is a concern, 720p still looks professional and reduces file size.

Is it possible to password‑protect Loom videos?

Yes. The Enterprise plan includes password protection and domain‑restricted sharing, which is useful for confidential client briefs.

Conclusion – Loom gives agencies a fast, low‑cost way to create client‑focused videos. Set up a branded workspace, record with the desktop app, share securely, and connect to Asana or ClickUp. With the Business plan you get unlimited video length, custom watermarks, and basic analytics—enough to keep clients informed and reduce endless email chains.