At a glance · Guide diagram

From finished media to a working customer link

  1. 01

    Review the asset

    Check the version, claims and intended audience.

  2. 02

    Add to Social Sharing

    Choose completed media, upload a file or add a link.

  3. 03

    Create and test the link

    Set expiration and downloads. Test the recipient view.

Anyone with the sharing link can open it. Adding an item is separate from publishing or posting it.

Before you start

Choose a sales owner, subject-matter experts and a reviewer for product claims. Start with actual questions from recent conversations; remove names, deal details and other private information from public-facing prompts.

Steps

  1. Collect five specific buyer questions and record when each comes up. Prioritize one that repeatedly blocks the next conversation, such as “What does installation require?”

  2. Ask the responsible expert for a direct answer, a concrete example and a useful next step. Create a focused Request or record the answer through the appropriate Studio workflow.

  3. Submit an edit brief naming the buyer, question and destination. Have the reviewer check technical statements, eligibility, pricing references and time-sensitive claims before completion.

  4. Add the approved answer to Social Sharing. Use the actual question as the title and describe when to send it. Group related answers in a collection such as “Implementation questions.”

  5. Create an asset or collection sharing link, set expiration/download options and test the recipient view. Give sales the verified sharing URL rather than an internal production-room link.

  6. Pair the answer with a next step: “This explains the site checks; which of these are already in place for your location?” Tailor any commercial details to the buyer rather than treating a general FAQ as a quote.

  7. Track which question the asset answered, who used it and whether the conversation progressed. Ask sales what remains unclear and revise the answer when facts or objections change.

Check the result

A salesperson should be able to find an approved answer by the buyer’s question and send a working link. A video may support a deal; sending it or recording a view does not prove it caused a sale.

If something does not work

  • Sales cannot find the right asset: use question-based titles and reduce overlapping versions.

  • The answer is technically correct but unhelpful: add a real example and explain what the buyer should do next.

  • The recipient hits sign-in or an expired link: test the actual sharing URL and create a new one if appropriate.

  • A product or offer changes: have the content owner review the asset and linked material before continuing to distribute it.

Related: Choose a first recording that solves a real question · Add approved content to Social Sharing and send a working link · Measure whether a content project is helping your team

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