Skip to content
DFXCommunity

ChecklistVideo

SaaS and software: Content production and shoot day

49 items from the pre-shoot brief to the post-publish archive: demo account, screen-recording settings, founder and customer shoots, releases, and a blur sweep.

49 items6 groups15 minOctober 15, 2026

  • shoot day
  • screen recording
  • video
  • saas

Preview

3 items open, 49 items in total. Members see the rest.

The costliest mistakes in software video are a customer's name noticed on screen after the shoot and an interface that goes stale with the next release. This list covers what to check before, during, and after filming.

Pre-production and brief

8 items
  • The video has one written goal (signup, demo request, activation, or education), one next step, and one link.
  • Every line of the script has something on screen to match it, and no claim is spoken without being shown.
  • The workflow was run by hand end to end in the live product once, so no half-built feature or broken screen makes it into the shoot.

5 items more in this group for members.

46 items more for members

This item has 49 items in total. With a membership you see all of it and copy any line in one click.

  1. Demo account and screen-recording setup9 items
  2. Camera, sound, and office shots8 items
  3. Customer and field shoots8 items
  4. Editing, captions, and privacy sweep8 items
  5. Publishing and archive8 items

Already have an account? Log in

SaaS and software page
  • Hook bank12 min

    45 hooks for SaaS and software

    Are orders still landing in a WhatsApp group? Where do the missed ones go?

    45 hooks · 6 groupsMembers only

  • Copy template15 min

    14 ad, page, and message templates for SaaS

    Meta ad: switching from the old way

    Doing {TASK} with {OLD_WAY} works, right up until the team grows. With {PRODUCT}, {TASK} happens on one screen: {FEATURE_1}, {FEATURE_2}, and {FEATURE_3}. {TRIAL_TERMS}. If you get stuck during setup, our team is on {SUPPORT_CHANNEL}.

    14 templates · 5 groupsMembers only

  • Script18 min

    8 video and call scripts for SaaS

    0-3s30s screen-recorded demo

    "{TASK}: from 4 steps to 1." Visual: a cluttered {OLD_WAY} screen.

    8 scripts · 2 groupsMembers only

  • Message template20 min

    WhatsApp and DM replies

    First message from an ad

    Hi {FIRST_NAME}, this is {REP} from the {PRODUCT} team. Thanks for writing to us about {AD_TOPIC} from our ad. Two quick questions so I can give you the right information: what do you use for this today, and how many people on your team would use it?

    20 templates · 5 groupsMembers only

  • Checklist20 min

    A 36-point SaaS marketing checklist

    • The homepage hero says who the product is for and what job it does in one sentence.
    • The pricing page clearly shows VAT status, the pricing unit, and the monthly vs. yearly difference.

    36 items · 6 groupsMembers only