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Workflow pattern

Personalize → Progress → Champion

Create a tailored visual follow-up that the recipient can share internally.

The next conversation starts with context — carried by your champion.

How the motion works

  1. 1

    Personalize

    Record the follow-up for this buyer: their questions, their workflow, your face in the corner. It takes minutes to make, and it’s obviously not a template.

  2. 2

    Progress

    The deal moves without waiting on a calendar slot. The buyer rewatches the demo, forwards the answer, and skips the scheduling round-trip.

  3. 3

    Champion

    Your contact carries the link into rooms you’re not in — the same story, told the way you told it, to every stakeholder.

What it looks like in practice

Personalize prospect follow-up

Send a short video tailored to the prospect’s priorities or questions.

Walk a buyer through a demo or proposal

Explain the relevant workflow, recommendation, and tradeoff on the buyer’s time.

Make value easier to share

Give your champion a concise visual artifact to replay or forward.

Teams that run it

Weighing alternatives? Zight vs Loom

"It is saving me a ton of time helping my direct reports with questions they have about our products and services or how to use the software that is in our tech stack."
Jordan Rosenberg — Chief Marketing Officer (Fractional), Vanity123

Integrations

Where this workflow runs

Zight drops into the tools this work already lives in — recordings, request links, and guides included.

Run it with Zight.

A templated email is deleted in seconds. A personal walkthrough gets forwarded.