✦Use cases / Software & B2B / Sales demos

Sales demos made for one prospect.

Record a walkthrough tailored to a prospect, put their name in a lower third and bring their own website into the video as a card.

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Made forAccount executivesSales engineersSDRsFoundersSolutions consultants

Generic demos don’t close deals.

Prospects want to see their own problem solved, not a tour for everybody. Shotbox makes a tailored video fast enough to do for every serious deal.

What you'll make

Pre-call demos

Send a focused walkthrough before the first meeting.

Follow-up recaps

Answer the questions from the call with a short recording.

Proposal videos

Walk through what you are proposing, on your brand.

How Shotbox helps

Every tool for the job, in one app.

02:14■✎
Mic + system audio
Screen recorder →

Record a demo for one prospect

Walk through the workflow that matters to this buyer, with your camera so they see who they’ll be working with.

  • Camera in a corner bubble
  • Talking points in the teleprompter
  • One take, polished automatically
example.com/pricing
Pricing tier · ↑ for the table
Web pages in video →

Bring their world into the video

Paste the prospect’s website and show a part of it as a card, or quote a line from their own announcement.

  • Click the part of the page you want
  • Article, quote and statistic cards
  • A Source label in the corner
Studio editor →

Their name on screen

Open with their company name in a title and label each section with a lower third.

  • Twenty title designs
  • Text overlays anywhere
  • Group titles and badges together
Northwind
Size
Opacity
Brand kit →

On your brand

Your logo, colours and font across every demo the sales team sends.

  • Shared brand kit file
  • Brand captions
  • Logo watermark
Northwind · Onboarding v3Exporting 68% · Cancel ⌘.
Exporting · 3.1× real time
☕ The Mac stays awake
Export →

Send a file

Export an MP4 and attach it to the email, or upload it to your CRM or video host.

  • Smaller sizes for email
  • About three times real time
  • No upload step in Shotbox
What you see

turns a week of reports

into one screen.

What’s recorded
Teleprompter →

Talking points that stay hidden

Keep the prospect’s pain points and your answers in the teleprompter while you record. They never appear in the video.

  • Sits over the product
  • Follow my voice
  • Edit mid-take
ZOOM OVER TIME clicks
Auto zoom & cursor →

Make the value obvious

Zooms land on the parts of the product that solve their problem.

  • Follows your clicks
  • Smooth cursor
  • Adjust or add zooms
Recommended setup

Start with these settings.

CanvasYouTube — 16:9
Camera layoutPicture in picture
TitlesOpener with the prospect’s name; Lower third for each section
Caption styleBrand
BackdropBrand
ExportMP4 at 50% for email
Tips

Tips for better results.

  1. Keep a template project

    Build one demo with your opener, lower thirds and end card. Use Save As for each prospect and swap what changes.

  2. Under three minutes

    Short demos get watched. Use the transcript to cut anything that isn’t about their problem.

  3. Smaller for email

    Export at 50% for a file small enough to attach.

  4. Their page, their words

    Use a quote card from the prospect’s own site to show you listened.

How it works

Three steps, one app.

Everything runs on your Mac, and nothing is uploaded on the way.

  1. 1

    Record the walkthrough

    Screen and camera, with talking points in the teleprompter.

    Screen recorder →
  2. 2

    Bring in their world

    Paste their site and show a part of it as a card.

    Web pages in video →
  3. 3

    Send a file

    Export an MP4 and attach it or upload it wherever you like.

    Export →
An example

A demo before the first call

  1. Research

    Note the prospect’s main problem and paste their site into the editor.

  2. Record

    A three-minute walkthrough of the workflow that solves it.

  3. Personalise

    Their name in the opener and their homepage as a card.

  4. Send

    Export a 720p MP4 and attach it to the intro email.

Questions
Can I track who watched it?

No. Shotbox has no hosting or analytics; use your CRM or video host for that.

Can each rep use the same branding?

Yes. Export the brand kit as one file and have each rep import it.

Can I reuse most of a demo?

Yes. Use Save As to keep a copy of the project, then swap the opener and the cards for the next prospect.

Features you'll use
Screen recorderScreen, camera, mic and system audioLearn more →Web pages in videoPaste a link, turn the page into cardsLearn more →Brand kitLogo, colours and font for every clientLearn more →
More in Software & B2B:Customer onboardingHelp centre contentRelease notesSupport replies
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