Start with the question people keep asking
Every explainer begins with a question that gets asked again and again: how does the process work, what happens after I sign, why does this cost what it costs, what do I need to prepare. Write the question exactly as a customer would say it. If your team answers it the same way every time, you have an explainer waiting to be recorded.
Then decide what the viewer should understand by the end. A good target is a single sentence they could repeat to a colleague. An explainer that tries to cover your whole business becomes a general introduction; if that is what you need, a promotional video is a better fit.
Designing for comprehension
People understand a process when it is presented in the order they will experience it, with unfamiliar terms explained the first time they appear. We outline an explainer as a short sequence: the situation, the steps, the result and what to do next. Each part should lead naturally to the next without needing a detour.
- Use the words customers use, not internal labels or abbreviations.
- Introduce one new idea at a time and give the viewer a moment to absorb it.
- Repeat the key point in a different form, such as a spoken line and a short on-screen phrase.
- End each step by showing what the viewer should see or do if it has gone correctly.
Length follows complexity. Many explainers work in one to three minutes, but if a topic has several distinct parts, we divide it into chapters so viewers can jump to the one they need.
Screen, demonstration or live action
The best format is the one that shows the thing being explained. We choose among three approaches, and often combine them.
Screen recordings
For software, portals and online forms, a screen recording with clear cursor movement and zoomed callouts is the most direct way to show the steps. We prepare test accounts and clean sample data so no real information appears on screen.
Demonstrations
For physical processes, a demonstration recorded close to the hands, tools or materials lets the viewer see exactly what happens. Close framing, steady camera positions and a narrator explaining each action help the viewer follow.
Live-action explanation
A person speaking to the camera works when the topic depends on judgment or reassurance, such as describing what to expect at a first appointment. We pair the speaker with footage of the place and the steps so the viewer is not looking at a talking head throughout. We do not recommend animation unless the idea cannot be shown any other way; it adds cost and makes later updates more difficult.
Writing the explanation
The script should read like a patient colleague talking. Short sentences, active verbs and concrete examples make the explanation easy to follow. We start from how your team already explains it and trim the parts that rely on knowledge the viewer does not have.
- Record or write down how your best explainer answers the question in conversation.
- Cut anything that does not help the viewer take the next step.
- Replace internal terms with plain ones or define them once.
- Match each sentence to what will be on screen so the picture and words support each other.
- Read it aloud, then ask someone unfamiliar with the subject to watch the rough cut.
If the explanation involves regulated or technical claims, have the responsible person in your business confirm the wording. We can help phrase it clearly but we do not provide legal or technical advice.
Who explains, and how they feel about it
The explainer should usually be someone who does the work or deals with customers. They know the questions and the practical details. Many such people are uncomfortable on camera at first, particularly when asked to remember a script.
We handle this by recording in small pieces, letting people restate the explanation in their own words and using a teleprompter only when exact wording is needed. We encourage presenters to explain as though talking to a customer across the counter. Reading a long paragraph rarely sounds natural; speaking to the person who asks the question usually does.
Lighting, background and sound
An explainer should feel clear and uncluttered. We choose backgrounds that suit the topic, such as the office where a process happens or the shop floor where a product is made, and we keep distracting items out of frame. Lighting is arranged so details are visible, particularly on small parts, screens or documents.
Screens need special care: glare, reflections and moiré patterns can make them unreadable on camera, which is why we prefer direct screen capture when possible. Sound for voice-over and interviews is recorded close to the speaker to keep the explanation easy to hear. Audio post-production can clean up narration and balance levels.
Shoot day and edit
We plan the shoot around the sequence of the explanation, recording each step in the order the viewer will see it. This lets us catch missing steps early. We capture alternate takes for steps where a small mistake would change the meaning, and we collect close-ups for cutaways that cover edits.
In editing, each step receives its own title or lower-third where needed, and on-screen text is limited to terms, numbers and short labels. We watch for pace: the viewer should have time to read and see, but not so much that attention drifts. The first cut is reviewed for accuracy by the person who knows the process, then for clarity by someone who does not.
Planning review rounds and approvals in advance keeps a project moving; the feedback workflow article explains how.
Where to use it and how to tell it works
An explainer belongs where the question appears: on the service page, in the confirmation email, in the sales conversation and in the support area of your site. Linking to it in your replies saves time and gives people a consistent answer.
Useful signs of success include fewer repeated questions, better-informed inquiries and customers arriving ready for the next step. You can also ask new customers whether they watched and what they found helpful. If a particular part causes confusion, you can revise that section rather than start over.
A complementary option is a hands-on product or process demonstration when the viewer needs to see the item or work close up.
Captions, accessibility and keeping it current
An explainer is often watched in a quiet office, on a phone or with the sound off. Captions are not optional. We write them as part of the edit so timing and line breaks are correct, and we check that on-screen text remains readable at small sizes and does not sit under platform interface elements.
Explainers go out of date when a process, price structure or screen changes. Before shooting, ask which parts are most likely to change and plan the structure so those parts can be replaced. Keeping the narration in separate segments and the screen recordings in dated folders lets an editor revise one step without rebuilding the whole video.
- Give each version a clear name and date, and note where it is published.
- Review the video on a set schedule, such as twice a year, or whenever the process changes.
- Keep a short change log so a new editor can understand what was altered.
- Replace out-of-date embeds on your site as soon as a new version is ready.
Mistakes to avoid
The common errors are starting with the company rather than the problem, using jargon the viewer does not know, covering too many steps and letting the video run past the point where the viewer has their answer. Another is recording the screen with real customer data visible, which is a privacy risk.
A subtler mistake is assuming the explanation is clear because the team understands it. Ask a newcomer to watch the first cut with no introduction and tell you what they think the steps were. Their answer is the most honest review you will receive.
What affects the scope
Scope depends on the number of steps, the mix of screen, demonstration and live-action footage, the need for graphics and captions, the number of locations and how much review is required. Videos that explain a software process may take more preparation for accounts and sample data. Physical demonstrations may need more setup for lighting and camera positions.
We shape the plan after discussing the question you want to answer and where the video will live. For an overview of how we work with businesses, see corporate video production, or the article on choosing your first website video.








