Creating a Client Video
Objective
This SOP outlines the steps to create and share a video for clients within the deal management system.
Key Steps
1. Accessing the Deal Home 0:00
Navigate to the deal home for your client.
Ensure you are in the correct deal by checking the tabs in the control center.
2. Starting the Screen Recording 1:10
Click the 'Start Screen Recording' button.
Confirm that the recording will be attached to the current deal.
3. Configuring Recording Settings 1:45
Choose to include a webcam bubble (picture-in-picture) if desired.
Select 'Begin Recording' and choose 'Entire Screen' to capture all activities.
4. Recording the Video 2:36
Wait for the 5-second countdown before recording starts.
Use the icon to adjust the screen size for better visibility.
5. Presenting Information 3:22
Walk the client through the options available.
Highlight specific scenarios or details as needed.
6. Finalizing the Recording 3:53
Click the 'Stop' button to end the recording.
Choose to restart, delete, or save the recording.
7. Naming and Saving the Video 4:19
Enter a name for the video.
Click 'Save Recording' to finalize.
8. Accessing and Sharing the Video 5:01
View the video in the Deal Video section.
Copy the URL to email the video to the client.
Cautionary Notes
Ensure your microphone and camera are functioning before starting the recording.
Double-check the content you plan to present to avoid errors during recording.
Tips for Efficiency
Prepare a script or outline of key points to cover in the video.
Practice the presentation to minimize mistakes during the actual recording.
Link to Loom