Prepare customers for a relaxed video interview with clear instructions, simple setup checks, and a natural conversation.

Explain what will happen

Tell the customer why you want to record their story, how long the session should take, and where the video may appear. Share the main topics in advance. Explain the approval process. Clear expectations help the speaker prepare without needing to memorise a script.

Make the setup simple

Choose a quiet space and place the camera at eye level. Use light in front of the speaker and check the microphone with a short recording. Remove distractions from the background. Begin with an easy question about their role so they can get used to the conversation before discussing the main story.

Allow a natural conversation

Ask one question at a time. Give the customer time to think and let them repeat an answer when needed. Use gentle follow up questions to find useful examples. Do not force a phrase that does not sound like them. End by explaining the next steps and when they can expect the edit for review.