The footage to gather
- A fictional enquiry
- Creating a contact and reminder
- The next action in the pipeline
Give each moment a little breathing room. Get close enough to show the detail, and keep the original clips handy.
Plan a single-task walkthrough
Opening
Name the user task and show the required starting state.
Middle
Record the action in sequence and explain only the controls needed to finish it.
Ending
Show the confirmation state that proves the task is complete.
Review it for crm software
Use invented contact details and name the specific workflow shown.
Ask yourself: Can a new user reproduce the task from the recording?
Watch it as if you were seeing it for the first time. If something is unclear, try a different cut or add the missing shot.