Tell a customer workflow story

The opportunity

Show how a real customer uses an offer without manufacturing a testimonial.

Best for: Independent creators, local businesses and small production teams

Goal: Leads

Gather your field kit

• Phone or camera
• Readable script or shot list
• Captioning workflow

Make it happen

1. Invite a willing customer and explain the filming plan
2. Ask about their process before discussing results
3. Film the real task with permission
4. Verify any performance claim with supporting records
5. Let the customer check factual accuracy
6. Disclose incentives and publish the approved story

A ready-to-adapt example

Illustrative template. Replace the details with your own verified information.

Start smaller than you think

Run one small version of “Tell a customer workflow story” with five relevant participants or one limited publication. Record the questions, responses and completion of the intended next step before expanding.

What to measure

• Meaningful viewing completion
• Relevant questions or inquiries
• Completion of the stated next step

Watch out for

• Promising more than the video teaches
• Using unclear audio or unreadable captions

Permissions & trust

Obtain recording and reuse permission. Disclose incentives and creator relationships. Use licensed media and check current platform rules before publication.

Your next action

Start with this first step: Invite a willing customer and explain the filming plan. Set a review date before increasing the budget.