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 first-session lesson
Opening
Explain what the user needs ready before beginning.
Middle
Group setup into a few checkpoints and pause on any choice that affects the result.
Ending
Point to the first useful action after setup.
Review it for crm software
Use invented contact details and name the specific workflow shown.
Ask yourself: Can the user tell what is required and what can wait?
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.