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Use case guides

Step by step for a common job: a client review, a delivery, a proposal, lead capture and more.

Updated

Ten common jobs, step by step: what to turn on, where it is, and what you get. Pick the one you have this week.

Pick a job

Send a client a draft for review→The client watches the cut and leaves notes, and can't download or forward it.Deliver the final files→The final cut, the teaser and the social edits on one branded page, with the original files.Collect footage from a client→The client sends raw footage through a link, with no account, and you approve what you keep. (Not with credit packs)Send a proposal and follow up when they watch→Each prospect gets their own link and a calendar under the video, and you hear when they watch.Send a website or SEO audit walkthrough→A recorded audit that gets opened from the email and shows which findings they reached.Put a video on your website→A video on a landing page, Webflow, WordPress or Notion, with a button in the player.Capture leads and send them to your CRM→Viewers give their email before the video plays, and each lead goes to your CRM.Share something confidential once→A link that works once or until a date, and every attempt to open it logged.Work as a team or agency→Everyone works from the same videos, links, Rooms and analytics, with roles. (Team plan)Create a link automatically for every new deal→Zapier or Make creates a one-time link to your video for each new deal and emails it. (Not in a no-card trial)

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