As of 13 August 2026, AI can create a personalised demo video for a prospect.

What to actually do

1. Use a tool built for this

   The route this page recommends

2. Hand it to a person

   Second choice

   A person who owns the outcome does this end to end, worth it when the failure is dear.

3. Do it yourself

   The distant third

   A chat interface, power-user skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open your CRM record for the prospect and copy only the approved role, company context, stated problem and desired outcome into the prompt.
   2. Open the current product documentation, price list and approved messaging, then paste the relevant claims and attach or link the product screenshots and screen recordings.
   3. Add your brand voice, visual rules and the exact next step you want the prospect to take, then paste the complete prompt into an AI chat or approved video-generation tool.
   4. Ask the tool to produce the video plan, script, captions and shot list before accepting a render, and replace every [NEEDS CONFIRMATION] marker with verified material or remove that claim.
   5. Compare every spoken and written product claim against the current product documentation and price list, and compare every personal detail against the CRM record.
   6. Watch the rendered video with the sound on and off, check names, captions, screen transitions, links and call to action, then obtain internal approval for any sensitive account information.
   7. Send the approved video through your normal sales channel with a short message explaining why it is relevant to this prospect.

   Prompt

   Create a short personalised demo video for this prospect using only the information and product materials supplied below.
   
   Prospect:
   - Name: [PROSPECT NAME]
   - Company: [COMPANY]
   - Role: [ROLE]
   - Relevant public or approved account context: [CONTEXT]
   - Problem or priority they have stated: [PROBLEM]
   - Desired outcome: [OUTCOME]
   
   Product:
   - Product name: [PRODUCT]
   - Features to demonstrate: [FEATURES]
   - Approved product claims: [CLAIMS]
   - Pricing or commercial details that may be mentioned: [APPROVED DETAILS]
   - Product screenshots, screen recordings or URLs: [ASSETS]
   - Brand voice and visual rules: [BRAND RULES]
   - Call to action: [CTA]
   
   Produce:
   1. A 60 to 90 second video plan with a clear opening, three or fewer relevant product moments and one call to action.
   2. A natural voiceover script and matching on-screen captions.
   3. A shot list showing exactly which supplied screenshot, screen recording or asset appears in each scene.
   4. A final render if your video capability supports it. Otherwise, provide the complete production package for an approved video tool.
   
   Rules:
   - Do not invent product features, results, integrations, customer names, pricing, usage figures or facts about the prospect.
   - Connect each product moment to the prospect's stated problem, not to generic benefits.
   - Keep the tone direct and useful, not overly familiar or flattering.
   - Mark any missing evidence or asset as [NEEDS CONFIRMATION] rather than guessing.
   - Do not include confidential or unnecessary personal data.
   - Do not imitate a real person's face or voice unless I have supplied clear permission and the tool supports that use.
   - Make the finished message sound like a salesperson who has done relevant preparation, not like a mass email.
   - End with the supplied call to action and no unsupported promise.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.