Loom Guide for Coaches

Coaches can grow their practice with Loom. Record coaching calls, give feedback, and share progress videos. This guide shows how to set up Loom, use core workflows, add advanced patterns, and avoid common mistakes. Follow the steps and use the tables to compare plans.

Table of Contents

• Conceptual Overview
• Setup
• Core Workflows
• Advanced Patterns
• Common Mistakes
• FAQ

Conceptual Overview

Why Loom Matters for Coaches

Loom turns a simple screen into a coaching tool. It records video with screen and webcam. Coaches can replay moments, show examples, and keep a visual log. Clients save the video for later review. Loom also gives real‑time captions, which help non‑native speakers.

Key Features for Coaching

• Screen + webcam recording
• Instant share link
• Video trimming and annotation
• Caption generation
• Folder organization

Setup

Create a Loom Account

Go to loom.com and sign up with email or Google. Free plans let you record up to 5 minutes per video. Pro gives unlimited length and 100 GB storage. Enterprise adds admin control.

Install the Browser Extension

The Loom Chrome extension is free. Click Install then Allow. It adds a button to record from any web page.

Configure Recording Settings

• Choose Full Screen or Window
• Enable Webcam for personal connection
• Turn on Microphone and set audio quality to 44 kHz
• Check Show cursor to highlight clicks

Organize Your Loom Library

Create folders: Clients, Sessions, Feedback. Drag videos into folders. Tag with client names for quick search.

Core Workflows

1. Recording a Coaching Session

1. Start Loom from the extension.
2. Select Screen + Webcam.
3. Record the session. Keep the camera on for rapport.
4. When finished, click Stop.
5. In the editor, trim the first 5 seconds and the last 3 seconds.
6. Add a caption by clicking Captions.
7. Publish and copy the link.
8. Paste the link into the client portal or email.

2. Providing Feedback Videos

1. Open a recorded session.
2. Use the Draw tool to highlight a power point slide.
3. Click Insert Text to add a note.
4. Save changes.
5. Send the updated link to the client.

3. Creating a Progress Log

1. Every week, record a short 2‑minute video.
2. Include a KPI chart on screen.
3. Use the Play Rate feature to see how many times the video was watched.
4. Store all progress logs in a Progress folder.

Advanced Patterns

Embedding Loom in Learning Management Systems

Many coaches use LMS like Thinkific or Teachable. Copy the embed code from Loom. Paste it into the LMS lesson page. Clients see the video directly, no link needed.

Automating Video Distribution with Zapier

Connect Zapier to Loom. Create a Zap: New Video in Folder → Send Email via Gmail. When a new video lands in the Sessions folder, an email is sent automatically.

Using Loom API for Custom Workflows

Pro and Enterprise plans allow API access. Use POST /videos to upload videos from your own platform. Add metadata like client_id and session_date for searchable archives.

Comparing Loom Plans

Plan	Video Length	Storage	Collab Features
Free	5 min per video	10 GB	Basic sharing
Pro	Unlimited	100 GB	Team folders, comments
Enterprise	Unlimited	1 TB	Admin controls, SSO

Common Mistakes

1. Ignoring Captions

Clients who are deaf or hard of hearing miss key points if captions are off. Turn captions on for every video.

2. Sharing Unedited Videos

Raw recordings can have awkward pauses. Trim before sharing. This keeps the client’s attention.

3. Overloading the Video with Text

Too many on‑screen notes clutter the view. Use the annotation tool sparingly—one key point per slide.

4. Forgetting to Tag and File

Without folders and tags, videos get lost. Tag each file with the client name and session date.

5. Recording Without a Clear Goal

Start each video with a purpose: “Today I’ll review your time‑management chart.” This helps the client focus.

FAQ

What is Loom?

Loom is a video messaging tool that lets you record your screen and webcam quickly.

Do I need a Loom account to record videos?

Yes, you need a Loom account. The free plan gives you unlimited recordings but limits video length to 5 minutes.

How can I share Loom videos with clients?

You can share links directly, embed on a website, or copy the embed code to a client portal.

Can I edit Loom videos after recording?

Yes, Loom offers trimming, adding captions, and drawing tools in the editor before publishing.

What are the best practices for recording coaching sessions?

Keep the camera on, speak clearly, use markers to highlight key points, and keep videos under 10 minutes for higher retention.

By mastering Loom, you can deliver coaching that feels personal, organized, and scalable. Use the steps above to start recording, share, and track progress. Keep videos short, clear, and annotated. Your clients will see the difference—and your practice will grow.