Customer kickoff welcome

Executive ABM video

Give one decision-maker a concise story about their business, the evidence, and one reversible next step.

Best for Strategic accounts and executive buyers

Discovery recap

Play back the buying committee’s goals, open questions, and agreed next step before a proposal is written.

Best for Complex sales after discovery

Proposal walkthrough

Walk a buyer through the recommendation, scope, proof, and decision without making them decode a document.

Best for Proposals with multiple stakeholders

Renewal campaign

Reconnect the renewal decision to the customer’s original goal, demonstrated value, and next milestone.

Best for Renewals that need a clear value narrative

Quarterly business review

Turn account progress, gaps, and the next milestone into a review an executive can understand quickly.

Best for Customer success and executive sponsors

4 scenes45–120s3 formats

Expansion recommendation

Use an existing customer win to show where the same mechanism can create the next measurable result.

Best for Expansion into a new team, workflow, or segment

4 scenes45–120s3 formats

Customer case study

Tell a sourced before-and-after story that lets the next buyer judge whether the result transfers.

Best for Product marketing and sales enablement

Event follow-up video

Keep an event or demo warm with the useful moment, its relevance, and one dated next step.

Best for Webinars, conferences, and product demos

Business case video

Make the current cost, proposed change, assumptions, and decision legible to an economic buyer.

Best for Deals that require financial approval

Customer value report

Show what changed, what it was worth, what remains open, and the next outcome worth pursuing.

Best for Executive sponsors, renewals, and expansion

Email-security outreach

Turn a demonstrable security gap into a first conversation with a new prospect

Best for IT / security owner at the prospect company

4 scenes45–120s3 formats

Installed-base refresh & renewals

Recover the renewals and refresh revenue leaking from accounts the partner already owns

Best for VP Sales at a vendor partner (VAR/integrator)

Branch modernization (Financial Services)

Show a bank or credit union which branches run on aging infrastructure — and a modernization path that keeps branches open and exams clean

Best for Head of retail banking / IT at a bank or credit union

Campus modernization (Education)

Show a K-12 district what aging campus infrastructure costs classrooms — and a refresh plan that fits E-Rate windows and summer breaks

Best for Superintendent / technology director at a K-12 district

Champion enablement brief

Give an internal champion a concise, forwardable case — problem, proof, economics, and the decision they need from leadership

Best for Internal champion and decision team

Cloud migration assessment

Show exactly what moves, what stays, and what it costs — a migration picture drawn from their real estate, not slideware

Best for CIO / infrastructure owner

Competitive displacement campaign

Run the "Competitive displacement campaign" play for a customer account

Best for buyer at prospect

Customer advocacy invitation

Ask a happy customer to lend their name — a referral, a reference, a story — by showing exactly what they would be signing up for

Best for Champion at a successful account

Customer health review

Make account health understandable and actionable — what is strong, what is slipping, and the next intervention each side owns

Best for Customer administrator and success owner

Customer success plan update

Keep a shared success plan alive — progress against outcomes, changed priorities, and the next milestone both teams own

Best for Customer team and executive sponsor

Dormant account reactivation

Reopen a lapsed account by showing honestly what changed since they left — and one easy way back in

Best for Past buyer at a lapsed account

End-of-life notification

Run the "End-of-life notification" play for a customer account

Best for IT director

Storyboard preview~60s

Executive outreach package

Open a relationship with a named executive by leading with one number from their world — and one small, reversible ask

Best for Named executive at a target account

Feature adoption campaign

Move an existing customer into one underused feature by showing the missed value, the workflow, and a low-risk first use

Best for Customer users and administrator

Feature launch

Launch one new feature by connecting what changed to the user outcome it unlocks — then show the path to use it

Best for Customers and qualified prospects affected by the feature

Guest experience (Hospitality)

Show a hotel group how aging property infrastructure reaches the guest — dead Wi-Fi zones, slow check-in, keys that fail — and a refresh path that never closes a floor

Best for IT / operations leader at a hotel or resort group

Hardware refresh recommendation

Run the "Hardware refresh recommendation" play for a customer account

Best for IT director

Storyboard preview~60s

Help center video answer

Answer one common user question in under two minutes — direct answer first, then the exact product path and one useful caveat

Best for User asking a common product question

How-to tutorial

Teach one product task from start to verified finish — no tour, no skipped steps, and no hidden prerequisite

Best for User completing a specific task

Installed-base assessment

Map everything the account runs — vendor, model, count, support date — into one estate view that prices the refresh opportunity

Best for IT director at the account

Integration spotlight

Show how two products work together to remove a handoff — the trigger, the data movement, and the result

Best for Users evaluating or configuring an integration

Internal SOP training

Make one standard operating procedure easy to follow and audit — trigger, owner, steps, exception path, and proof of completion

Best for Employee following a standard process

7 scenes45–120s3 formats

License optimization

Read the license estate line by line and hand the CFO the overspend — unused seats, duplicate tools, tiers nobody uses

Best for CFO / IT owner of the software spend

Lost opportunity revival

Run the "Lost opportunity revival" play for a customer account

Best for past prospect

Medical device modernization (Healthcare)

Show a health system which connected devices are aging out — and a refresh path that protects clinical uptime and compliance

Best for Clinical engineering / IT director at a hospital or health system

Mutual action plan

Put the path to a decision in one shared view — milestones, owners, dependencies, and the date each side agreed to

Best for Buying committee and deal champion

OT security (Manufacturing)

Show a manufacturer where the plant floor is exposed — flat networks, aging line controllers, remote access nobody owns — and a fix order that never stops production

Best for Plant operations / OT security owner at a manufacturer

Storyboard preview~60s

Personalized product demo

Show a named account the smallest product workflow that addresses a verified company need — no generic tour

Best for Buyer at a named account

Product comparison

Help a buyer compare solution approaches honestly — tradeoffs, fit, and the decision criteria that should drive the choice

Best for Buyer comparing solution approaches

Product demo follow-up

Turn a completed demo into a decision aid — replay what mattered, answer what was open, and confirm the next step

Best for Demo attendee and buying committee

Product overview

Give a new buyer the shortest complete explanation of the product — the problem, the workflow, the proof, and the next step

Best for New buyer evaluating a B2B SaaS product

Release notes update

Turn a release into a useful customer update — what changed, who benefits, and exactly where to start

Best for Active users and customer administrators

Renewal risk recovery

Address a renewal risk before procurement takes over — name the gap, show the recovery plan, and agree how success will be measured

Best for Economic buyer and customer champion

ROI presentation

Walk the return on the investment — measured where possible, assumed honestly where not, with the math shown

Best for CFO / executive sponsor

Sales objection response

Resolve one buyer concern with evidence — acknowledge it, show the tradeoff, and make the next validation step easy

Best for Buyer with an open concern

SD-WAN recommendation

Put the WAN decision on one screen — three honest paths priced side by side, and the one we would pick for their sites

Best for Network lead at the account

Security assessment

Turn a full security assessment into a briefing the owner can act on — findings ranked, fixes ordered, proof at the end

Best for Security owner at the assessed company

SmartNet renewal

Run the "SmartNet renewal" play for a customer account

Best for IT director

Store connectivity (Retail)

Show a retailer which stores run on aging network gear — and what an outage costs when the registers stop — with a refresh sequenced store by store

Best for IT / store operations leader at a retail chain

Support-to-adoption follow-up

Turn a resolved support case into lasting product confidence — what happened, the fix, and the better workflow to use next time

Best for Customer user after a support case

Trigger event campaign

Reach a buyer inside the window a public trigger opens — funding, a new leader, an expansion — while the change is still on their desk

Best for Buyer at a company with a fresh public trigger

Troubleshooting guide

Help a user diagnose and fix one known issue safely — symptom, checks, resolution, and escalation threshold

Best for User resolving a known issue

Warranty renewal

Catch a warranty before it quietly lapses — show what is covered, what stops being covered, and what the gap costs

Best for IT or procurement owner at the account

Webinar recap

Compress a webinar into the ideas worth keeping — the central insight, practical examples, and the next action for the audience

Best for Webinar registrant or attendee