A new enquiry arrives
Show the contact record, enquiry source, date and owner. The purpose is immediate visibility, without inventing a promise of speed.
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Product tour
See the next action. Not another software feature list.
This storyboard follows one fictional Northfield Windows & Doors enquiry from first contact to a recorded outcome. It defines the final video and screenshot requirements without using live customer data.
Six-chapter walkthrough
The commercial story the tour must tell.
Final footage must come from the isolated NRS demo tenant and show only fictional records labelled accordingly.
A useful first response
Show the conversation history and how the response offers a practical next step. Include channel, timing and approval status.
The opportunity progresses
Move the record from enquiry to booked survey or appointment. Show the calendar entry, reminder and named owner.
A quotation needs follow-up
Show the pipeline stage, due task and message history. Make clear which parts are automated and which were configured.
An exception reaches a person
Trigger a fictional scope-change request. Pause the workflow and show a human handover with reason, owner and deadline.
Management sees the outcome
Show a simple report covering source, first response, booking, follow-up, handover and final outcome. Avoid unverified commercial claims.
Production rules
Safe enough to demonstrate. Honest enough to trust.
Fictional data only
Use Northfield Windows & Doors, invented contacts, invented messages and invented activity counts.
No live connections
No real messaging, telephony, payments, webhooks, billing or customer systems in the demonstration.
Visible limitations
Identify what is simulated, what depends on configuration and what requires human approval.
Founder verification
Michael approves the final tour, screenshots and every performance statement before publication.
Want to see how this would fit your own process?
Bring one real example. We’ll map the next actions with you.